Business Management

Managing day-to-day financial details can take time and attention away from your business, career and family. Blue Oaks CPA provides personalized business management services that keep your finances organized, your obligations on track and your information available when you need it.

Our team serves business owners, professionals in arts, entertainment and sports, and other high-net-worth individuals. Whether acting as your bookkeeper, controller or outsourced CFO resource, we follow strong internal controls and tailor our support to your needs.

Services May Include

• Accounts payable and accounts receivable
• Bank reconciliations, bill payment and cash deposits
• Bookkeeping and general ledger maintenance
• Cash-flow management and budgeting
• Financial statements and management reporting
• Payroll processing and related tax returns
• Quarterly business and sales tax returns
• Rental reporting
• Digital document organization and remote access
• QuickBooks setup, training and ongoing support