Business Details
Expert Accounting & Tax Services for Small Businesses
Great Oak CPA was founded to provide tailored accounting and tax solutions for small businesses. With over 25 years of hands-on experience, including operating a local small business for eight years, I understand the unique challenges entrepreneurs face. As a CPA and QuickBooks ProAdvisor, my firm offers comprehensive services including bookkeeping, tax planning, payroll management, and strategic business advisory.We prioritize transparency, fixed monthly pricing, and secure online access to financial data, allowing clients to focus on growth while we handle their financial operations. Our expertise spans entity structuring, accounting system optimization, and year-round tax guidance, ensuring businesses remain compliant and financially healthy.
Services
Bookkeeping
Tax Preparation
Payroll Services
Business Advisory
Accounting Consultation
Highlights and features
- 25+ years of small business accounting expertise
- Fixed monthly pricing with no hidden fees
- Customized tax strategies to minimize liabilities
- Secure online platform for real-time financial access
- Proven QuickBooks setup and troubleshooting capabilities
Associations and certifications
- CPA
- QuickBooks ProAdvisor
Services
Bookkeeping
Comprehensive bookkeeping manages daily transactions, expense tracking, and financial reporting. Ensures accurate records for informed decision-making. Supports cash flow management and tax preparation readiness.
Tax Preparation
Strategic tax planning minimizes liabilities while ensuring compliance. Handles personal and business tax returns with year-round advisory support. Includes payroll tax submissions and W-2 preparation.
Payroll Services
Full-cycle payroll management tracks employee payments, tax withholdings, and regulatory filings. Provides digital paystubs and handles garnishment remittances for simplified workforce management.
Business Advisory
Offers strategic guidance on entity selection, accounting system optimization, and operational efficiency. Focuses on long-term financial health and growth planning for startups and established businesses.
Accounting Consultation
Provides in-depth analysis of financial operations, identifying areas for cost savings and efficiency improvements. Includes cash flow forecasting and budgeting support tailored to business needs.
People
Sue Walker
Founder & Owner
Certified Public Accountant with 25+ years of small business expertise. Former owner of a local small business, QuickBooks ProAdvisor, and specialist in strategic tax planning for diverse industries.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax preparation, payroll processing, business entity structuring, and strategic financial advisory for small businesses.
Do you offer online accounting access?
Yes, our clients receive secure online access to real-time financial data and documents through our advanced platform.
How are your fees structured?
We use fixed monthly pricing to eliminate unexpected charges, with service tiers matching different business needs.
Can you help with QuickBooks setup?
As a QuickBooks ProAdvisor, we optimize accounting systems including company setup and file cleanup services.
What industries do you work with?
We serve diverse sectors including healthcare, construction, professional services, and general small business operations.
