Services requested by $500K–$5M businesses
Services chosen by respondents who reported a business financial size between $500K and $5M. Respondents can choose more than one service.
Data period: Feb 23, 2024 to Oct 16, 2026. Last updated Oct 16, 2026.
Key findings
- Tax prep & filing accounts for 26.2% of service selections in this analysis (Feb 23, 2024 – Oct 16, 2026).
- Tax strategy & planning accounts for 25.3% of service selections in this analysis (Feb 23, 2024 – Oct 16, 2026).
- Bookkeeping accounts for 11.2% of service selections in this analysis (Feb 23, 2024 – Oct 16, 2026).
Service share table
| Service | Share | Directory |
|---|---|---|
| Tax prep & filing | 26.2% | Tax preparation accountants |
| Tax strategy & planning | 25.3% | Tax planning accountants |
| Bookkeeping | 11.2% | Bookkeepers |
| Sales tax compliance | 7.0% | — |
| Payroll | 6.3% | Payroll accountants |
| R&D tax credits | 4.6% | — |
| I'm building out my finance team | 3.8% | Fractional CFOs |
| International tax | 3.6% | International tax accountants |
| IRS audit help | 2.7% | IRS representation accountants |
| I need help with an acquisition or merger | 2.5% | — |
| I'm growing fast and need someone to run finance | 2.3% | Fractional CFOs |
| I'm raising money and need clean financials or a financial model | 2.3% | Fractional CFOs |
| I want better visibility into my numbers and KPIs | 2.1% | — |
Share of the data included in this analysis. Multiple selections are allowed, so shares compare selections rather than individuals.
Definitions
Share means a category's percentage of all included selections (people can pick more than one).
Data period is the date range of quiz submissions included; last updated is when the aggregate was generated.
Methodology
Based on aggregate Sam's List quiz data. Percentages reflect the data included in each analysis.
Small categories below the minimum cell size are left out entirely. The data describes people who used Sam's List, not all U.S. businesses or households. No names, contact details or free-text answers are used.
How to cite this data
Sam's List, "Services requested by $500K–$5M businesses", https://samslist.com/research/500k-to-5m, data Feb 23, 2024 – Oct 16, 2026, updated Oct 16, 2026. See the methodology and about Sam's List.