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Client Reviews
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client profile is a founder owned and operated small business with annual revenue ranging from $500,000 - $20,000,000. Clients that find our services to be of value include i) operations that have scaled quickly without proper accounting and finance oversight and ii) operations that need to enhance or replace their existing accounting and finance support as a result of personnel turnover, structural re-organization, or limited workforce capacity.
Clients who wouldNOTbe a good fit
Clients that want to fully manage their day-to-day accounting and finance functions.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Oak Tree CPAs's Tech Stack
About Oak Tree CPAs
Our team’s entrepreneurial experience and drive to help small businesses fuels our passion for supporting owners, operators, founders, and entrepreneurs. We deeply understand the unique challenges of operating a small business and have witnessed the transformative success and growth that can be unlocked when companies move beyond manual processes and antiquated accounting systems.
Our services offering includes monthly bookkeeping, payroll, taxes, controller & CFO advisory services, mergers & acquisitions services, and business consulting. We offer three flexible service tiers, along with customizable enhancements, to craft and meet your specific needs and drive your financial success.
Oak Tree CPAs provides small businesses, owner operators, and entrepreneurs with the financial services and strategic guidance they need to thrive. Our comprehensive suite of accounting, advisory, and tax services is designed to nurture your business throughout its journey, providing deep roots and steady growth it needs to thrive. Our team consists of experienced Big 4 & middle market firm professionals who have a passion for supporting small business accounting and finance operations. We take time to understand clients' businesses today and identify goals for the future. A personalized, client-focused roadmap is created to streamline and improve the accounting and finance operations to help reach these goals.
If you're a business owner or operator and would like to learn more about Oak Tree CPAs cloud-based accounting and advisory services, please reach out! We offer special introductory pricing for clients that find us through Sam's List - get in touch and mention our listing here.
Our services offering includes monthly bookkeeping, payroll, taxes, controller & CFO advisory services, mergers & acquisitions services, and business consulting. We offer three flexible service tiers, along with customizable enhancements, to craft and meet your specific needs and drive your financial success.
Oak Tree CPAs provides small businesses, owner operators, and entrepreneurs with the financial services and strategic guidance they need to thrive. Our comprehensive suite of accounting, advisory, and tax services is designed to nurture your business throughout its journey, providing deep roots and steady growth it needs to thrive. Our team consists of experienced Big 4 & middle market firm professionals who have a passion for supporting small business accounting and finance operations. We take time to understand clients' businesses today and identify goals for the future. A personalized, client-focused roadmap is created to streamline and improve the accounting and finance operations to help reach these goals.
If you're a business owner or operator and would like to learn more about Oak Tree CPAs cloud-based accounting and advisory services, please reach out! We offer special introductory pricing for clients that find us through Sam's List - get in touch and mention our listing here.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
