Fincancial Services for Existing Businesses

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.   


- Prepare and Issue Electronic or Paper Payments to Vendors.

- Calculate, Track and Issue 1099s.

- Perform as the Liaison with Your Tax Preparer or Oak Financial's.

- Customize Accounts Receivable Reporting.

- Create and Maintain Budgets and Revenue Forecasts.

- Serve as Intermediary with Financial Institutions.

- Prepare Financial Statements Necessary to Secure Financing.

- Develop Timely and Efficient Billing Practices to fit Your Business.

- Provide Real Time Reporting of Key Financial Measures.​

- Trust Account Creation and Compliance Training.

- Compile and Prepare all Financial Reporting Necessary to Run Your Business.

- Verify Vendor Invoices for 1099 Compliance and Validity of Charges.