We offer the full range of professionals from Accountants to Controllers and CFOs.
We provide expertise at cost-efficient levels for your organization.
Our services are offered holistically, with our clients able to leverage specialized expertise on an as-needed basis.
Managed Services Offerings in Finance & Accounting
Accounting Services
Oak Services Group offers GAAP and SEC compliant accounting and controllership services, providing a full range of expertise enabling us to structure effective managed-staffing solutions to address your ongoing needs.
We offer scalable solutions whether you need some added support or a full/fractional accounting team.
Our team of accountants have a wide range of expertise with specialized knowledge in areas such as Revenue Recognition (ASC 606), Lease Accounting, ESOPs, M&A/Consolidations, Purchase Accounting, Restructurings, Equity transactions, cost accounting methods, and industry-specific nuances.
Please see our Accounting/Controller Services page for additional details.
Selected Services:
- Accounting Department Reviews
- Audit Preparation
- Bookkeeping
- Budgeting and Cashflow Forecasting
- Controller Services
- Dept. Mgmt., Analysis & Reporting
- Financial Statement Prep & Analysis
- Monthly Close
- Operational Reporting (KPIs)
CFO Services
Oak Services Group offers interim and ongoing CFO services, providing insights and guidance to optimize your financial planning, strategic operations, and reporting.
Our fractional CFO services puts an expert on your side to help improve long-term profitability, drive business growth, mitigate business risk and sharpen your company’s overall performance and financial accuracy.
We are happy to engage in senior-level CFO/Corporate Strategy work. Please see our CFO Services page for additional details.
Selected Services:
- Board Support & Reporting
- Business Plan Development
- Cashflow & Treasury Mgmt.
- Compliance & Risk Mgmt.
- Financial Planning & Analysis
- Industry & Competitor Research
- Profit Improvement & Turnaround Mgmt.
- Strategic Advisor (Ongoing)
- Strategic Operations Review (KPIs)
- Strategic Sales Perf. & Incentive Review
Pragmatic Financial Metrics: Tracking KPIs that Matter
Managed Services in IT: Vendor and Project Management
Technology plays a critical role in all accounting and finance functions. It is impossible to introduce efficiencies, help organizations scale, and optimize reporting and performance without embracing technology. Oak Services Group uses technology whenever appropriate and leverages AI and advanced solutions whenever practical. Accounting and Financial functions require a high degree of trust and accountability. Our use of AI is limited to those select areas where automation adds efficiency but not in any situation that could jeopardize or compromise data integrity.
To support our clients in this critical area, we provide IT vendor and project management on a managed services basis. We streamline back office operations working through an ongoing managed services arrangement or on a project basis, as needed.
For Managed IT Services, Oak Services Group leverages relationships with a range of IT providers specializing in all aspects of IT services. We bring the right expert, for the right period of time, to drive efficiency in your IT operations and special projects.
We assist our clients in determining their needs, engaging with the right providers and structuring and monitoring and maintaining ongoing, efficient IT relationships. We take on day-to-day management of the vendor relationships and any IT projects as needed.
IT Services Provided Under Managed Service Arrangements :
Managed IT Services (Ongoing)
Having systems infrastructure be as effective as possible for your organization is critical for world-class delivery and for keeping your business model competitive.
Small to mid-size firms often find it difficult to maintain a team with the high-level expertise needed in each functional area to extract this value.
Fractional IT services on Managed Services basis enables you to get the best experts only when needed and keep your overall costs to managed level.
We assist our clients in determining their needs, engaging with the right providers and structuring and ongoing efficeient IT relationship. Further, we take on day-to-day management of the vendor relationships and any IT projects that might be needed.
See Services Page for more detailed descriptions.
Selected Services
- Asset Management
- Backup Management
- Data Solutions
- Disaster Recovery and Continuity Planning
- Help Desk
- IT Budgeting & Forecasting
- Mobile Device Management (MDM)
- Monitoring & Alerts
- Procurement, RFP Design & Response Analysis
- Project planning and staff selection
- Server and Workstation Support (ticket-based)
- Training
- Vendor Management
Project-Based Services
These project-based assignments can occur either within a managed services ongoing relationship or on a stand-alone project basis, depending on client needs and preferences.
See Services Page for more detailed descriptions.
Selected Services
- Client Assessment
- Cloud Management
- Data & AI Solutions
- IT Assessments
- Network Engineering
- Product Launch & Integration
- Project Management (see service page)
A Typical Engagement Process:
Discovery
This kicks off our process by developing a deep understanding of your goals, intentions, challenges and approach.
Our goal is to be responsive to your needs and meet you wherever you are in the process.
This is the start of open communications as we begin to serve your organization.
Assessment & Initial Recommendation
Our team conducts a deep review of your current processes, systems, and financials (as appropriate) to understand the full picture and uncover possible opportunities and risks in the current environment.
The output of this stage is a review of key financial metrics and a view of current state and serves as a critical input for the scoping and engagement plan.
Scoping & Engagement Plan
Based on your feedback and our initial discovery and assessment, we will develop an engagement plan designed to best suit your needs. This plan will include your project team, project leadership, expectations, early-stage roles, responsibilities and deliverables.
Onboarding and Ongoing Relationship
Our onboarding process is designed to streamline future interactions by mapping out your processes and structure to enable future success.
Our process is designed to ensure seamless integration, ensuring communication, transparency and a structured process for providing timely insights and advice.
We understand the need for flexibility as needs will change over time. We will be serving as a team player helping to drive outcomes with the right balance of both autonomy and accountability.