Why Oak Services?
Oak Services Group delivers expert services with an experienced team committed to the long-term relationship. We provide insights, guidance, and staffing efficiency for our clients.
Our Unique Value Comes From...
...Our People
Your experience with any firm comes down to the people and your 1:1 interactions.
The Oak Services Group expert team has more than 500+ years of combined industry experience, with deep skillsets in delivering accounting, controllership and CFO services.
We are committed to providing exceptional service. and are proud to be known as the firm that focuses on the practical/pragmatic, works harder, and cares more.
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Experienced Controllers, CFOs and Accountants
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Advanced Credentials (CPAs, MBAs, MS...)
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Public & Private Accounting Backgrounds
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All levels to support your staffing needs
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Relationship Focused
...Tailored client-experiences with accountability through to our senior team.
Instead of being a small fish in a big pond (as you may with the Big Four or large public accounting firms), you’ll get the direct access to decision-makers and more efficient, responsive team.
- By focusing on small to mid-size organizations, we are able to deliver efficient solutions and deliver the full range of resources that you need to be effective.
- We meet our clients at the level they are at and partner with them to elevate their processes and deliver clean, consistent, timely, meaningful results.
- We provide our clients with flexibility in staffing, allowing them to utilize as little or as much services as they need in a given period.
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Senior Team Directly Accessible
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Team approach provides backup and accountability
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Equity Owner Focus
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Firm size provides best-in-class experiences
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Service Flexibilty
...Our focus and commitment to the managed services business model.
We believe that this model is what creates the most value for our clients. We provide our full-time staff with benefits, a career path, and full-time employment, leading to both staff continuity and retention. Often, this leads to greater retention and continuity than exists within our client’s staff (or one-off part-time hiring models).
This continuity allows us to provide flexible access to a team of expert resources that know our clients and are available as needed.
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Provides the managed services platform
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Enables staffing continuity
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Team of experts on call
...Enabling a More Efficient Staffing Model for our Clients
By helping optimize your back office, we allow your team to focus on what matters, growing your business.
Fractional Staffing allows you to use-what-you-need and only what you need when you need it. This introduces efficiencies by allowing you to scale up or down to meet your current organizational needs.
This model also allows you to right-source the levels of specialized expertise that you are hiring to match your needs.
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Efficiency Gains
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Flexibility and Scalability
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Specialty Expertise as Needed
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Enables focus on core business
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Minimizes retention and turnover issues
...Delivering the Story Behind the Numbers
- understanding your business and context,
- communicating clearly and efficiently insights about the business, and
- optimizing processes and reporting whenever possible to eliminate any bottlenecks in timely delivery of this story.
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KPIs matter
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Leaders Need to React Before All the Data is In (inference is key)
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Accounting for Accounting Sake is Worthless
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Pictures/Graphs Tell Stories
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Top-Down Fundamentals
...Our Relationship Focus
We value our client relationships and understand that relationships are between people (and not just organizations).
We believe in long-term relationship value over a “transactional” focus.
We believe in fostering win-win relationships that produce lasting value.
Our team has a deep history of creating long-term relationships and strategic value for the organizations we have served.
Our founder formerly was the founder and CEO of the Mercator Advisory Group, Inc. for 18+ years, delivering information and services to the leadership teams of the 23 of the top 25 US banks, as well as, to firms like Visa, MasterCard, American Express, Discover, Google, Amazon, Paypal, Fiserv, FICO and many other vendors, top tier consulting and private equity firms serving the space. The leadership team and full staff were committed to delivering long-term strategic value creating senior executive relationships that lasted throughout the tenure of the firm and beyond.
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Relationships are Between People
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Long-Term over Transactional
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Win-Win Always
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Two-way Communication
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Partnership View