Financial Clarity for Enduring Success
At the heart of every successful business is a clear understanding of its financial landscape. We provide expert accounting and CFO services that bring transparency, structure, and strategic insight to your finances-empowering you to make informed decisions with confidence. With a focus on long-term growth and stability, we help you navigate complexity, uncover opportunities, and build a resilient foundation for enduring success.
Our Services
These are just a few of the ways we support our clients—our services go far beyond what’s listed here. Book a free consultation or send us a message to find out how we can help your business thrive.
Clean-Up Services
Whether your books are a bit behind or in complete disarray, we specialize in getting your financials back on track. We’ll clean up past records, correct errors, and restructure your Chart of Accounts to align with GAAP standards—creating a strong foundation for accurate reporting and future growth.
Bookkeeping & Accounting Services
We handle the day-to-day financial tasks so you can focus on running your business. From bank reconciliations and accounts payable to monthly financial reports and payroll, our full-service bookkeeping and accounting support keeps your numbers organized, current, and meaningful.
Fractional CFO Services
Our CFO services offer strategic financial leadership without the cost of a full-time hire. We provide insight into cash flow, budgeting, forecasting, and long-term planning—empowering you to make informed decisions, optimize performance, and scale with confidence.
About Us
At White Oak Financials, we bring decades of executive-level finance and accounting experience to support small business owners with the strategic insight they need to grow confidently and sustainably.
Co-founded by a seasoned CFO and COO, our firm was built to meet business owners where they are and help them transform their financial operations from the inside out. We specialize in cleaning up, organizing, and optimizing financials, establishing strong accounting foundations, and helping our clients make decisions based on clear, accurate data—not just their bank account balance.
From managing day-to-day accounting and payroll to building strategic budgets, forecasts, and cash flow models, we provide full-spectrum accounting and fractional CFO services tailored to your goals. Whether you're preparing for growth, improving profitability, or planning an exit, we’re here to bring financial clarity for enduring success.
Our Mission
We empower business owners by meeting them where they are and guiding them toward greater financial confidence and clarity. Through personalized accounting and CFO services, we help our clients build the financial acumen needed to make strategic decisions based on their financials. By strengthening their business foundation, we clear the path to sustainable growth, strategic scalability, and lasting profitability.
Clear numbers. Confident choices. Stronger businesses.
Our Core Values
1. Lead with Integrity - Honor your word by doing what you say and saying what you do. Follow through on commitments, take ownership, and act with honesty and consistency. Trust is built through reliability and accountability.
2. Commit to Excellence - Bring your best to every task and every interaction. Deliver high-quality work with care, clarity, and attention to detail. Be responsive, listen with patience, and guide others with thoughtfulness and follow-through. Excellence is in the effort—every time.
3. Educate and Empower - Share knowledge generously. Help clients and teammates understand, grow, and make informed decisions. When people know better, they do better—and we’re here to support that journey.
4. Embrace Continuous Improvement - Always look for ways to grow—personally and professionally. Reflect on what’s working and what’s not, and take initiative to learn, adapt, and evolve. Improvement is a mindset, not a moment.
5. Celebrate the Wins - Take time to acknowledge success—big or small. When you bring your best, it shows in client satisfaction, team respect, and personal pride. Celebrate achievements, share your wins, and recognize the value of the work you do.
Frequently Asked Questions
Q:
What types of businesses do you work with?
We work primarily with small to mid-sized businesses across all industries, but our specialty lies in supporting service-based and trade businesses. Whether you're just getting off the ground or managing multi-million-dollar revenue, we tailor our services to meet your specific stage and goals.
Q:
Can you help clean up or catch up my existing financials?
Absolutely. Many of our clients come to us with financials that are incomplete, disorganized, or not aligned with GAAP standards. We specialize in cleaning up past records, creating structure within your Chart of Accounts, and putting systems in place to ensure accuracy and clarity moving forward.
Q:
What software platforms do you support?
We primarily work with QuickBooks Online and integrate a variety of third-party platforms to streamline accounting workflows. If you're using another platform or considering a switch, we’re happy to evaluate your needs and recommend the best fit for your business.
Q:
What’s the difference between bookkeeping, accounting, CFO services, and a CPA?
Great question—these roles often overlap but serve different purposes:
Bookkeeping involves recording day-to-day financial transactions, such as reconciling bank accounts, managing invoices, processing payroll, and keeping your financial records organized.
Accounting builds on bookkeeping by interpreting financial data, preparing internal reports, and ensuring your records align with accounting standards like GAAP (Generally Accepted Accounting Principles).
CFO (Chief Financial Officer) services provide high-level financial strategy and oversight. This includes budgeting, forecasting, cash flow management, profitability analysis, and long-term financial planning. A fractional CFO acts as your strategic partner without the full-time cost.
CPAs (Certified Public Accountants) are licensed professionals who typically focus on tax preparation, audits, and compliance with federal and state regulations. We often work alongside your CPA to ensure your books are clean and tax-ready.
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We're here to help you gain clarity and confidence in your business finances. Whether you have questions about our services or you're ready to take the next step, we'd love to hear from you. Reach out today and let's start the conversation.
(910) 367-5580
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