What We Can Do For You

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Oak Financial's President, Teri J Little, has over a decade of experience working as a Director of Finance for a multi-million dollar service company with offices in more than one state. Teri handled successfully all aspects of finance for this company, including budgeting, weekly financial reporting, revenue forecasting, multi state tax reporting, billing (both electronic and paper), banking deposits, checking and trust account reconciliation.  Teri developed the procedures, forms and processes necessary to allow the company to grow exponentially during the time she was at the financial helm.  Oak Financial can bring these years of experience to assist your business with all of your financial needs. 

Managing the needs of employees is a time consuming aspect of any business.  Oak Financial can perform the functions and responsibilities of an employee benefit coordinator or human resources manager on an "as needed" basis.  Oak Financial's management specialist will sit down with the business owner to review current benefits and then assist in modifying the package to achieve the goals of the business in regard to attracting and retaining the very best employees possible.  Shopping the benefits and insurance market place is a function that Oak Financial can perform for your business.  Oak Financial can ensure that proper compliance and reporting under the ACA and other benefit laws and regulations occurs.

Most small businesses cannot afford a full time human resources manager to perform the duties involved with hiring, evaluating and terminating employees. Let Oak Financial's management specialist assist you in developing and implementing a comprehensive human resources program.

Oak Financial's Payroll Services combine the use of payroll software and real-time help from payroll specialists who are available to answer any questions that you may have.

Oak Financial's Payroll Specialist can schedule a time to meet with your office personnel to create a payroll system or to improve your existing payroll system to ensure that your payroll is done correctly and with the least amount of incidental costs to the employer. 

Every business needs a Technology Utilization Plan, whether the business is home-based or involves multi-state offices.  Oak Financial's technology specialist has years of experience in working with the business owner to ensure that current technology is utilized most effectively and that the technology is obtained with the least amount of cost to the business owner.

Oak Financial's technology specialist will serve as your consultant and adviser in determining your needs and then will shop the technology market place to obtain multiple proposals for consideration. Choosing the wrong cell phone plan, networking solution, computers, copiers or software can adversely affect your business for years to come.  Do not make the mistake of listening to vendors who may not have the best interest of your business at hand.  Let Oak Financial's technology specialist guide you through this difficult, but necessary aspect of today's business environment.  

Entrepreneurs are typically creative, strategic and forward thinking.  They focus daily on the big picture and how best to accomplish what typically has not been accomplished before. Unfortunately, without the background, interest or time to commit to the necessary tasks of starting a business, the entrepreneur remains just another person with good ideas.  

Let the start-up specialists at Oak Financial work with you and identify and accomplish all the tasks necessary to start up and successfully begin your new business.

- Create and Develop a Business Financial Plan

- Work with the Entrepreneur and Create Budgets and Revenue Forecasts

- Perform the Chief Financial Officer Functions as Intermediary with Your Financial Institution

- Serve as Intermediary with Potential Landlords for Lease Negotiation and Office, Manufacturing or Storage Space

- Initiate Relationships with Vendors for Technology, Furnishings, Internet and Telephone Services

- Prepare Applicable Documents to Secure Rights To Operate at the Local, State and Federal level

- Initiate Relationships with Insurance Agents or Brokers for Appropriate Administrative Insurance Coverages 

- Establish Relationships with Vendors for all Daily Operation Expenses

- Draft Job Descriptions Appropriate for the Business

- Prepare Recommendations for Appropriate Staffing Methods

- Prepare Advertisements for Candidates for Open Positions

- Screen Interested Candidates and Perform Initial Interviews

- Utilize Existing Legal Professional Relationships to Obtain Cost-Effective Representation 

- Research and Draft Proposal for Core and Administrative Needs

- Oversee and Manage the Installation of Hardware, Software, Furniture and Technology

- Oversee and Coordinate any Build Out Necessary for the Business

- Draft Operational Procedures to Ensure Success at all Levels and with all Stakeholders

- Perform as the Intermediary with Media Outlets to Inform the Community of Your Business