Services

  • Taylor Oak provides financial expertise and analytical precision, along with personal attention and dedication.

    • Financial Due Diligence

    • Quality of Earnings Reports

    • Financial Data Books

    • Profit & Loss analyses and operational reviews

    • Balance sheet and working capital trend analyses

    • Off-balance sheet liabilities

    • Projection analysis

    • Synergy analysis

    • Carve-out analysis

  • Taylor Oak provides strategic financial leadership and guidance without the expense of a full-time CFO, working closely with your team to enhance financial decision-making and support business growth.

    • Strategic planning

    • Forecast and budgeting

    • Business-specific KPI development

    • Pricing models and strategic pricing

    • Budget to actual reports

    • Break-even and margin analysis

    • Financial reporting

    • Transaction Readiness

    • Merger and acquisition support

    • Accounting policies and procedures

  • Outsourced Accounting services streamline your financial processes from bookkeeping to financial statement preparation. Taylor Oak provides accurate, timely, and cost-effective solutions to support your day-to-day operations.


  • Preparing for audits or transactions demands meticulous attention to detail. Taylor Oak can help you navigate these critical periods by:

    •   Preparing auditor-requested schedules

    •   Providing auditors with timely communications and deliverables

    •   Preparing financial statements and footnotes

  • Taylor Oak’s accounting training service is designed to provide your bookkeepers and accounting staff with the knowledge and skills they need to maintain accurate records. Taylor Oak will work with your team to identify areas for improvement and develop a customized training program that meets your specific needs.