RedOak Business Services
Let us take the stress and worry of business bookkeeping needs off your shoulders so you can focus on what you do best.
A custom fit, every time.
Our process is custom tailored to fit your business. We work with you to create and implement performance measurement strategies and processes to help you achieve your goals. We provide detailed reports, and review the progress in monthly accountability meetings to see how much you’ve incorporated into your system, so we can see the changes as a result of implementing the performance measurement strategies we created together. With this information, you can make informed decisions.
Performance measurement can close the gap between the questions that keep you up at night and the answers you need to run your business more effectively.
Let us book you in for a call so we can talk details!
Professional bookkeeping, advising, and consulting for your small business needs!
Business
Advisory Services
Scale your business with sound financial advice and trusted oversight from an experienced, results-oriented team.
We provide Advisory services in conjunction with On-Going Bookkeeping for a holistic view of your business health – something you won’t get from an uncertified individual/company offering only compliance work.
Ongoing
Bookeeping
We work to keep your business accounting up to date. We request access to all financial documentation and business transactions. We will then work with you to accurately categorize everything and reconcile all the accounts.
After thorough work and careful-rechecking, comprehensive reports will be delivered each month so you can easily scan through the information and pick up stats that are important to you. We are pleased to provide commentary on the reports as well, using plain English and not “accountant speak”.
Let us book you in for a call so we can talk details!
How
We're Different
We meet with you to determine “pain points”, which are potential problems that you would like to reduce, or eliminate, from your business.
Our work is the engagement over a period of time with monthly accountability meetings, regular data analysis of the performance measure results we create and implement together.
Why Choose Red Oak?
Building Relationships First, Strategies Second
At Red Oak, we take our time to understand you and your business goals so we can craft tailored solutions that fit your unique business needs, be proactive about new opportunities and keep adjusting our strategies to capitalize on them.
Our Process Defines Success
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Stage one: Discover
Booking a “discovery call” means we go through your business model, learn about your challenges, list down goals and see if we can add value to your business. This part is free and is more of a casual conversation between two business owners to determine if we are a good fit for each other.
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Stage Two: Strategize
This is where you show us your books, and we strategize with you. You will be presented with 3 options with varying prices and varying levels of service. Once you’ve had a chance to go through them, we will regroup and discuss the best way forward, making sure you’re comfortable and on board with the plan.
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Stage Three: Execute
Accurate, timely entries and checking for errors. We ensure responsible, timely reporting so you’re in the loop of what’s happening with your books.
Your business is not Just Business to us. It’s personal.
How We’re Different
Most consultants generally just tell the client what changes they need to make and then walk away.
We meet with you to determine “pain points”, which are potential problems that you would like to reduce, or eliminate, from your business.
Our work is the engagement over a period of time with monthly accountability meetings, regular data analysis of the performance measure results we create and implement together. Trusting the numbers so we can work together to continue to improve your situation – Kaizen (Constant, gradual improvement)
Even if you aren’t sure what the problem is, we use a variety of tools to discover what’s affecting the health of your business and the source of the issue. We work with you to decide what you would like to measure in your business, implement changes, analyze the resulting data, streamline the process, and measure again.
A custom fit, every time.
Why Us?
Good financial practices grow businesses. The slightest error can cost you heavily, which is why you need someone who is both qualified and experienced to report accurate numbers for you.
- CPB Certified and part of the CPB Public Affairs Task Force Committee
- Accredited Impactful Advisor – Level 5 Certified Advisor
- Advisory services in conjunction with on-going bookkeeping for a holistic view of your business health
- Not just compliance work – monthly accountability meetings and continuous strategy adjustments to grow your business