Your Fractional Controller and Business Partner
Senior financial and operational expertise.
Flexible. Experienced. Tailored to your business.
Controllership & HR
Full-Cycle GAAP Accounting
Cash Management
Financial Statement Preparation and Review
Internal Controls and Compliance
External Audit Management and Process Reviews
QuickBooks Pro Advisor
Payroll and Benefits Administration
Employee Records Management
HR Compliance and Policy Administration
Employee Onboarding and Offboarding
Tax
Federal Business Tax
State and Federal Payroll Tax
Multi-State Sales Tax
Unclaimed Property Compliance and Reporting
Individual Income Tax
IRS Enrolled Agent Services (Coming Soon)
Business & Finance
Budgeting and Forecasting
Financial Statement Analysis (Variance and Sensitivity Analysis)
Financial Modeling and Analysis
Business Plan Development and Financial Modeling
Financial Planning for New Product Roll-Outs
Excel Automation and AI-Assisted Analysis (Data Clean-Up, Modeling, Dashboards)
Contract Management
Facilities and Lease Management
M&A Due Diligence
About
One Experienced Partner. Everything Your Business Needs to Run.
Bright Oak Services is backed by 25+ years of cross-functional expertise to help small and growing businesses run smarter. Whether you need financial leadership, accounting support, or help with a complex one-time project, you have a true partner — learning your business and delivering solutions that fit your specific situation, not a generic playbook.
What I Do:
Financial Leadership - Controllership, FP&A, and financial management that gives you clarity and control over your numbers.
Operations & HR - HR administration, contract management, pricing strategy, and facilities support.
Special Projects - M&A support, new product roll-outs, and federal income tax filing*.
AI & Automation - Tools for automating Excel workflows and identifying and leveraging built-in features of your existing software.
Industries I've Worked In
SaaS · Consumer Products · Aerospace · Commercial Real Estate · Hospitality & Tourism · Non-Profit & Government · Professional & Administrative Services
How Engagements Work**
Every engagement is structured for clarity and flexibility. Each project is covered by an NDA, MSA, and SOW that clearly define objectives, scope, and deliverables — with cancellable terms so you're never locked into something that needs to change. Before any engagement begins, I invest time upfront to fully understand your business, challenges, and goals. From that first conversation, you'll walk away with clarity, insights, and value you can use — regardless of what comes next.
*Introductory pricing is available on federal income tax filing services beginning in Q4; reach out to learn more.
**Covered by WISP. Insured and bonded.
