Finance & accounting guidance for

every business stage.

What We Do

Our Services

We can help. Our services include:

Financial analytics and modeling
External financial reporting
Internal financial reporting
Part-time/Interim finance executive services
Month-end close

Cash flow forecasting/modeling
Identifying synergies/overlap within the finance organization
Design and implementation of financial controls
General business process enhancement
Recruiting

White paper writing over technical accounting (Accounting Standard Codification), interpretation, and related process implementation
Audit prep and management
General accounting/ledger maintenance (back-office accounting)

Get Started

Here’s what a few of our partners have to say about their experience with us:

“Working with Trey to form a long-term financial plan to keep our business viable has been an unquestionably positive experience. Overholt Consulting is for those seeking an accountant who listens, and upholds the business' future and employees as the most important.”

Candida Hutchins

Hutchins Family Holdings

“We have worked alongside Oak for over 15 years to establish a robust financial strategy – we are delighted with their personal approach and expert advice and recommend them to one and all.”

Andrew Billingsworth

Current Client

“Working with Amber to form a long-term financial plan for my family has been an unquestionably positive experience. We continue to recommend Oak to those seeking objective, tailor-made financial advice.”

Sahara George

Heiress to Giant Fortune

“We have worked alongside Oak for over 15 years to establish a robust financial strategy – we are delighted with their personal approach and expert advice and recommend them to one and all.”

Percy Wallét

General Manager, Price Inc.