Services We Provide
Monthly Bookkeeping & Accounting
Enjoy reliable, prompt, and expert management of your monthly bookkeeping and accounting.
Read MorePayroll Services
We understand the unique payroll needs of local and small businesses. Outsource your payroll processing needs to our trusted CPA team.
Read MoreTaxes
Work with our team of experienced tax specialists and CPAs for responsive and affordable tax filing support for LLCs and C-Corporations.
Read MoreSMB Package Plan
Monthly bookkeeping, tax, payroll, and accounting for a fixed fee, plus year-round advisory with no hidden costs.
Read MoreCFO & Controller Advisory Services
Good business decisions start with accurate and reliable accounting, financial reporting, and expert guidance.
Read MoreMergers & Acquisitions
Experienced mergers & acquisitions professionals offering sell-side and buy-side transaction support, and financial due diligence services.
Read MoreBusiness Consulting
Business consulting services including software and database implementation, sales forecasting and planning, and employee compensation advisory to align personnel with business growth objectives.
Read MoreContact Oak Tree CPAs to grow your business today!
Who We Are
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 – much like a strong oak tree.
Why Work with Oak Tree CPAs?
As your trusted CPA firm, Oak Tree understands your business requires more than just accounting services—what you need is a trusted partner who can help it grow steadily and become stronger over time.
Here’s why businesses choose us:
01 | Big 4 & Middle Market Experience
Expertise from Big 4 Accounting & Middle Market Firms
Our team includes CPAs who have honed their skills at Big 4 and middle market firms, bringing high standards and deep experience to your business.
02 | Small Business Owners
Passion for Helping Small Businesses
Oak Tree CPAs is owned and operated by experienced small business owners and entrepreneurs. Our passion is partnering with small business owners and founders to streamline and improve their accounting and finance operations.
03 | Tailored Client Approach
Personalized, Client-Focused Approach
We combine the rigor of Big 4 and middle market firm experience with a tailored approach to meet your specific business needs.
04 | Strategic Financial Guidance
Guidance and Support
We provide the comprehensive support your business needs to flourish, from strategic financial planning to day-to-day accounting.
