White Oak CFO
White Oak CFO
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Who We Help & How

Non-Profit & Small Business Services

We give non-profit organizations and small businesses the opportunity to thrive by simplifying financial and people complexities. Our goal is to help non-profit organizations and small businesses manage their money better and keep more of it.


Our integrated accounting services connect and build on each other to cover more of your business needs, so you can focus on what matters most to you (and worry less about the accounting).

Schedule Call

Our Ideal Clients

We love non-profit organizations.


We like you, and we're like you.


Our ideal clients are non-profit organizations and small businesses with annual revenues above $350k. We sometimes work with smaller organizations, but in most cases, the cost of a monthly accountant doesn't make sense.


We work with Executive Directors, CEOs, Board of Directors, and small business owners that want to get one step better every day. We help you set up and maintain the accounting systems that will take you to the next level.


We're not a good fit if you're just looking for a bookkeeper or accountant (although we do that too), we're here to be your guide and help you build the organization you want to impact the community.


Whether you want your organization to run without you, grow your organization to impact a larger audience, provide the best work environment for your employees, or just maximize financial stability. We can help you get from here to there.


If you're growth-minded and ready to take the next step, schedule a call and see if we're a good fit for you.

Schedule Call

White Oak Profit Strategies

1636 N Cedar Crest Blvd, Allentown, PA 18104

610.972.0295

Copyright © 2025 White Oak CFO - All Rights Reserved.

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