ABOUT

OLDE OAK provides unparalleled personalized accounting and financial services to a broad range of clients through our expertise and knowledge. Our overall goal is to help facilitate wealth for you, your family, and your business. Our team will work with you to provide reliable, quality services and assure you in your decision making processes with accurate information and recommendations.

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We provide a variety of services from digging into the day-to-day Bookkeeping and Payroll to keep track of all your transactions, to higher level CFO based services providing analyses such as Cash Flow Projections/Management, and Budgeting.

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We have CPA experience in a major international public accounting firm performing various duties within Accounting, Financial Analysis, Internal Controls and Processes, Audit, and Tax. We have had extensive exposure with many entities from Start-Ups to Mature Publicly Traded companies. In working with such entities, we have experience in many industries, such as Manufacturing, Real Estate, various Service based companies, Construction, Technology, and Healthcare sectors, to name a few. 

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By utilizing our services rather than hiring a full or part time employee or contractor, you and your business will save time and money while having full confidence that your accounting and bookkeeping needs are appropriately performed and information is reliable. This reduces risk and creates efficiency to perform operations to their fullest potential. 

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We utilize technology to create convenience, accessibility, and improved communication between us and our Clients. Through technology we are able to work from anywhere while still being in close contact with Clients.

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Here to assist you, your family, or your business with facilitating wealth from a seed to an OLDE OAK tree.

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