Our Services
At Blue Oak Financial Group, our team of seasoned accounting and auditing professionals is dedicated to delivering precise financial solutions tailored to your business needs. With a steadfast commitment to excellence, we provide insights that help drive informed decision-making and strategic growth.
Foundations
Starts at $250/month
Monthly Bookkeeping
Financial Statements (P&L, Balance Sheet, Cash Flow)
Quarterly Filing
Momentum
Starts at $750/month
Incl. Foundation, plus:
Cash Flow Forecasting & Budgeting
Tax Planning & Estimated Payments
Receipt Capture & Automated Setup (Hubdoc/Dext)
Monthly Strategic Calls
Blue Oak Advisory
Starts at $1,000/month
Incl. Momentum, plus:
Fractional CFO Support (KPI Reviews, Investor Prep, Etc.
Real-Time Financial Dashboards
SOC 2 Readiness Support (Optional)
Year-Round Tax Strategy + Filings (Business & Personal)
Contact us
Do you have different needs? Are you a small business or maybe just starting out? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!