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BookkeepingFINANCIALHUMAN RESOURCESPART-TIME CFO

Bookkeeping

Monthly and Quarterly Bookkeeping

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

  • Organized, accurate categorization of financial transactions
  • Timely reconciliation of bank and credit card accounts
  • Clear, easy-to-read monthly or quarterly financial reports
  • Ongoing support by email, phone, or video

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

  • Payroll processing on a weekly, bi-weekly, or monthly schedule, with tax deposits and filings handled for you
  • Customer invoicing and vendor bill payment, entered and managed with accuracy
  • Ongoing support by email, phone, or video 

Catch-Up Services

Payroll, Accounts Receivable, Accounts Payable

Catch-Up Services

If you’ve fallen behind on your books, you’re not alone — and we’re here to help. We’ll get everything caught up accurately and efficiently, so your financials are clean, current, and ready for whatever comes next. With your books in order, you can make informed decisions and grow your business with confidence.

Financial

Tax Advisory and Filing

Business tax services, built for peace of mind. 

White Oak handles planning and preparation for business tax returns — so you can stay compliant, minimize surprises, and focus on growth.

Support and Training

Want to handle your own books, but need some guidance? 

We offer personalized training and support to help you use your accounting software with confidence — so you can stay in control and on track. 

Process Improvement and Automation

Unsure which systems or procedures your business needs? 

White Oak offers expert recommendations to help you build efficient, reliable processes that support growth and clarity.

Cash Flow Analysis and Budgeting

Smart budgeting support, built around your goals. 

We’ll help you plan effectively and stay ahead of expenses — so your business stays financially steady and stress-free.

Human Resources

Policy Crafting

  • Custom employee handbooks that reflect your company’s policies and culture
  • Clear, compliant time off and vacation policies tailored to your team
  • Setup and support for time tracking systems that keep things running smoothly
  • Efficient employee onboarding with organized paperwork and process support


Benefits Administration

  • Full-service administration of healthcare policies, customized to fit your business and your team
  • Setup and ongoing support for QSEHRA, HSA, and HRA plans to maximize tax advantages and employee benefits
  • 401(k) plan administration to help you attract and retain top talent
  • Set up and ongoing support for QSEHRA, HSA, and HRA plans to maximize tax advantages and employee benefitsness goals


Part-Time CFO

Debt and Equity Financing

Get clear, strategic support for planning your next move.

Evaluate financing options, communicate with lenders or investors, and raise capital with confidence.

Investor Relationship Management

Keep investors in the loop with clear, consistent reporting.

Build trust with regular updates and on-demand financials that help preserve business value and support proactive decision-making.

New Market and Strategic Business Planning

Zero in on what really drives growth in your business.

Gain clarity around key business drivers, operational strengths, and mission-critical metrics that move your business forward.

Forecasting and Reporting

Make smarter calls with the right tools and systems in place.

A part-time CFO helps you model risk, uncover opportunities, and plan strategies that drive sustainable growth.

Compliance

Stay on top of investor expectations without the stress.

Stay audit-ready and aligned with investor requirements through accurate reporting, strong controls, and clear documentation.

SCHEDULE A FREE CONSULTATION

A Certified Woman Owned Small Business

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713-581-4838     info@whiteoakbusiness.com

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