Build the Organization You've Always Wanted
Outsourced CFO, Accounting & Bookkeeping for Mission-Driven Organizations
Build the Organization You've Always Wanted
Outsourced CFO, Accounting & Bookkeeping for Mission-Driven Organizations
MORE TIME
MORE CLARITY
MORE CLARITY
You get a dedicated, virtual team of bookkeeping, accounting, payroll, and non-profit specialists to support you.
MORE CLARITY
MORE CLARITY
MORE CLARITY
Fixed-Fee accounting services that are designed to fit a small organization's budget.
LESS ISSUES
MORE CLARITY
LESS ISSUES
We help you get your organization in order, maintain compliance, and lower your risk of audit issues.
If you want to go fast, go alone.
If you want to go far, go with White Oak.
As your organization grows, it reaches a point where your financials get too complex to handle on your own. Like most accounting firms, we help you with bookkeeping, payroll, and compliance.
What makes us different is how we help you streamline your systems, provide insight into your financials, and guide you toward better organizational designs.
We’re like your financial fitness trainer.
Financial Fitness Plan
Step 1 - Get on Track
We start by looking at your current financials and tax records and work with you to get and stay organized.
Step 2 - Pick Up the Pace
We handle the monthly bookkeeping and other accounting tasks so you can focus on running your organization.
Step 3 - Go the Distance
We meet with you regularly to review your numbers and goals and address any concerns so you can be confident in where your organization is headed.
Our Partners
About Us
Our Experience
We know that CEOs, Executive Directors, and small business owners have a million tasks every day and that accounting takes up time that could be used for more important things.
That's why we are committed to helping CEOs, Executive Directors, and small business owners reach their goals and free up their time.
Our accounting and Part-Time CFO firm in the Lehigh Valley is growing fast and continues to serve non-profit organizations and small businesses both locally and throughout the country.
Our Clients Are
Non-Profit Organizations
Property Management Groups
Property Management Groups
Property Management Groups
Property Management Groups
Property Management Groups
Professional Services
Property Management Groups
Service-Based Businesses