operoDemo
Fieldstone ServicesDemo data

Client map

Where the client book sits, and how concentrated it is. Shade is what clients are worth a year, not how many there are.

HubSpotQuickBooksSynced daily · as of 1 Oct 2026
States
12
46 clients in all
The Carolinas
44%
Of revenue, from home in Charlotte, NC
Top five clients
23%
Of what the book is worth a year
Largest client
5.5%
Rowan Bike Works

Worth a year, by state

AK
ME
VT
NH
WA
ID
MT
ND
MN
IL1
WI
MI
NY4
RI
MA
OR
NV
WY
SD
IA
IN
OH
PA1
NJ
CT
CA
UT
CO2
NE
MO
KY
WV
VA3
MD1
DE
AZ
NM
KS
AR
TN3
NC12
SC7
OK
LA
MS
AL
GA5
HI
TX2
FL5
Less
More

Largest clients

What each is worth a year, and its share of the book.

Rowan Bike Works
FL
5.5%$179,031
Tidewater Pools
NY
5.0%$161,002
Oakmont Dermatology
CO
4.6%$147,000
Carver Wealth Partners
NC
4.2%$135,324
Kessler Tax Advisors
SC
4.2%$134,772
Crescent Catering
NC
4.1%$132,873
Little Sprout Toys
NC
3.7%$120,611
Stonegate Concrete
GA
3.5%$114,126

No single client is worth more than about 6% of the book, which is healthy. The concentration is in place: 44% of revenue is in the Carolinas, so a slow year for the local economy is a slow year for the business, and the forecast should be read with that in mind.