One team for all your finance and accounting needs

Bookkeeping, vCFO, and financial modeling services for startups and growing businesses.

On Time Service.

Tired of waiting until the end of the month for your financials? With us, you'll have everything squared away by the 15th. Simple, fast, and just how you like it.

A Team Of Professionals.

Want to work with a team that understands your business? We're U.S.-based and here to help. Our goal is all about making things clear and straightforward for you.

Analyze Your Business.

We break things down so you can make informed decisions, shaping your business for the best results to drive growth and profitability.

Who we are

We're a team of US-based CPAs with the goal of building a strong finance foundation for your business. We work with startups, ranging from two founders in a garage to scaling teams.

Our mission is to offer far more than DIY accounting management. We’re passionate about being there to assist you in the make-or-break moments that matter most. Many skilled leaders and entrepreneurs miss financial opportunities and make small accounting mistakes that cost the company. Why not leave the numbers to the pros?

Wanna Talk To Us?

Please feel free to contact us. We are excited to learn about your business.

Process We Follow

UNDERSTAND

Your business has a lot going on. Our first step is to understand your business, processes, and systems to provide tailored strategies to help you reach your business goals.

STREAMLINE

We then take your business to the next level by implementing streamlined accounting processes and systems to keep your books clean and deliver financial results faster than ever.

GROW

With accurate accounting and insightful financial analysis, we give your team the time and resources to commit to what you love - the growth of your company.

More Info

Peter Zeller, business owner

As a small business owner, I came across complicated accounting issues and needed help. Garon, Amy, and their team helped me resolve my challenges and allowed me to focus on my passions! Attentive, professional, and excellent: I highly recommend the Treaty Oak team.

OUR TECH STACK