Strategic Tax and Accounting Services for Michigan Small & Medium Businesses

Secure the Financial Future of Your Business

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A Trusted Business Advisor and Partner in Your Growth

Our tax and accounting experts combine big-picture strategic thinking and detailed financial expertise to navigate your business challenges now and while setting it up for the future.

OAK CPAS SERVICES

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Bookkeeping

Our bookkeepers are thoroughly vetted, we test their communication skills, multi-industry experience, QuickBooks™️ acumen, and accounting prowess.

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Tax, Accounting and financial statement preparation

As a CPA firm, we offer traditional tax compliance, accounting and financial statement preparation services.

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Controller Review

Our services offer a chance to review your finances and work with you and your Bookkeeper to ensure efficient practices and accurate results.

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Vendor Management & Bill-Pay

We will help you to streamline the bill payment process, keep a strict audit trail so we can determine who paid what and when, and manage your vendor inquiries.

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Billing Services

We structure and manage the timely billing of time or services so you have more predictable cash flow and free time.

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Budgets & Forecasting

We can provide guidance so you build a reasonable projection of future earnings and spending. We help you learn the standard for your industry and develop a budget that makes sense.

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Performance Based Reporting

Smart decisions are made by business owners and households that watch their trends and make decisions based on accurate data. Our team can prepare custom financial reports that are available on demand and packaged neatly for distribution each period.

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Growth Minded - Technology Driven - Results Oriented

Oak CPAs in Rochester, MI is not your typical tax and accounting firm. On the surface, we provide small and medium-sized businesses with a full suite of tax and accounting services. But the real value we provide is in our experience and success as forward-thinking entrepreneurs.

Our licensed CPAs, tax professionals, and financial experts work as an extension of your team. We’ll get to know your company inside and out, benchmarking strengths and weaknesses along the way. We’ll help you establish goals and vital business acumen metrics. Then, we’ll use our business and boardroom experience and emerging technologies to answer questions, build your financial strategy, and guide your business decisions.

When it comes to giving your business the sound financial structure and strategy it needs to succeed in every season, you won’t find a local tax and accounting firm who is more experienced, better equipped, or easier to work with than the experts at Oak CPAs.

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