White Oak Business Services
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White Oak Business Services
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Bookkeeping Services

Monthly and Quarterly Bookkeeping

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

  • Categorization of Bookkeeping Entries
  • Reconciliation of Bank and Credit Card Accounts
  • Monthly/Quarterly Financial Statements
  • Email/Phone/Video  Support

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

Payroll, Accounts Receivable, Accounts Payable

  • Weekly, bi-weekly and monthly payroll packages; State and Federal tax deposits and filings offered
  • Invoicing of customers, entry and payment of vendor bills
  • Email/Phone/Video Support

Catch-Up Services

Payroll, Accounts Receivable, Accounts Payable

Catch-Up Services

  • For customers who have fallen behind on their books, we can catch you up and get your books ready so you can continue to grow you business with confidence

Financial Services

Tax Advisory and Filing

White Oak provides business return planning and preparation.

Support and Training

Interested in doing your own bookkeeping but need support and training on how to effectively use your software? We can help. 

Process Improvement and Automation Consulting

Not sure what procedures and financial systems to implement? White Oak can make professional suggestions. 

Cash Flow Analysis/Budgeting

We’ll help you budget effectively and intelligently so you never have to worry about covering your expenses.

Human Resources

Policy Crafting

  • Creation of Employee Handbooks
  • Creation of Time Off/Vacation Policies
  • Management of Timetracking Systems
  • Employee Onboarding Services and Paperwork Processing


Benefits Administration

  • Healthcare Policy Administration
  • QSEHRA, HSA and HRA Administration
  • 401k Administration
  • Life Insurance and Profit Sharing Guidance


PART-TIME CFO SERVICES

White Oak can provide your business a CFO to help you advance your business while keeping your overhead down.

Debt & Equity Financing

A part-time CFO can Identify opportunities, strengthen your business cases and enhance fundraising with financial visibility.

Investor Relationship Management

Build stakeholder trust with regular updates and on-demand financials to proactiverly preserve business value.

New Market & Strategic Business Planning

Get guidance to focus your team on the things that drive growth: key business drivers, operational strengths and mission-critical metrics.

Forecasting & Reporting

CFOs can put processes and tools in place to identify and model risk, opportunities and strategies for growth.

Compliance

Maintain the high compliance standards that investor-backed companies are held to.

SCHEDULE A FREE CONSULTATION

White Oak Business Services

A Certified Woman Owned Small Business

Copyright © 2021 White Oak Business Services - All Rights Reserved

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713-581-4838     info@whiteoakbusiness.com

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