Question 1

What industries do you serve?

Accepted Answer

Treaty Oak services clients in all types of industries. We currently have clients operating in the following industries: SaaS, e-commerce, marketplace technology, direct to consumer brands, content creation, private equity, oil & gas, and many others.

Question 2

What size of business will benefit from working with Treaty Oak?

Accepted Answer

Businesses of all sizes can benefit, from startups craving savvy financial strategies to seasoned enterprises aiming to fine-tune their fiscal operations. Our suite of services are particularly valuable for SMBs hungry for high-level financial acumen without the hefty price tag of a full-time CFO.

Question 3

Where is the Treaty Oak team based?

Accepted Answer

Our team is currently fully based in the US, which means easier communication, aligned time zones, and access to high-quality talent. You’ll work directly with a US-based team member who understands your needs and can provide timely, effective support.

Question 4

What is the difference between CAS (Client Accounting Services) and Strategic Finance?

Accepted Answer

Client Accounting Services (CAS) involves the day-to-day accounting functions necessary for your business, such as payroll, bookkeeping, and financial reporting. In contrast, Strategic Finance focuses on higher-level financial planning and analysis to guide long-term business strategy and decision-making. While CAS ensures your financial records are accurate and up-to-date, Strategic Finance helps you interpret these records to make informed business choices.

Question 5

Can Treaty Oak do my taxes?

Accepted Answer

We don't offer tax services to our clients, however we partner closely with a number of well respected tax firms. We would be happy to refer you to the right partner based on your needs. As part of our CAS (Client Accounting Services) offering, we will work closely with your tax provider to simplify and streamline the process in order to make tax delivery as seamless as possible.

Question 6

What factors determine the price of your services?

Accepted Answer

We consider many factors to determine the scope of work including company size, transaction volume, business complexity, and business need. Our goal is to make sure that our pricing is fair and competitive.

We offer a core package with a monthly, flat-rate price: Our core package includes a set of essential services that most startups need. We also offer add-on services with a la carte pricing.

Question 7

Can you provide references from other clients you've worked with?

Accepted Answer

Yes, we’re happy to provide references upon request.

Question 8

Which deliverables are typically included in a Strategic Finance engagement?

Accepted Answer

Our Strategic Finance services are customized to each individual client. These typically include a mix of forecasts, budgets, budget-to-actual updates, KPI dashboards, product/service margin, and profitability analyses. The real magic comes from the conversations that result from these deliverables to help inform your strategic plan.

Question 9

How do I know if I need Strategic Financial support?

Accepted Answer

Some businesses don't believe that financial objectives outside of basic accounting add value, or they believe these metrics are too difficult to obtain and understand. However, engaging in strategic finance support can be transformative, even if you're initially unsure of its necessity. At Treaty Oak, we begin by evaluating your current financial operations and goals. This helps us identify potential areas for enhancement and provide tailored recommendations that align with your business objectives. We're here to clarify complex financial data and strategies, making them accessible and actionable for your business's growth and efficiency.

Question 10

Can Treaty Oak help with fundraising and investor relations?

Accepted Answer

Absolutely. We have played a crucial role in fundraising efforts and managing investor relations with several clients. As a part of this service, we craft financial projections, develop compelling pitches, and provide the financial credibility necessary to assure potential investors.

Question 11

Why do I need Accounting services?

Accepted Answer

Professional accounting services are crucial for you to manage your company  and maintain your business’s financial health. An accountant ensures your financial records are accurately maintained, which aids in effective budgeting and tracking business goals. They also keep you tax-compliant, minimizing the risk of costly errors. Additionally, detailed financial reports from your accountant can strengthen your credibility with banks and investors. Employing an accountant ultimately allows you to focus more on growing your business while they handle these essential tasks.

Question 12

Why would I use your CAS (client accounting services) instead of a traditional bookkeeping firm?

Accepted Answer

While traditional bookkeeping is valuable for many businesses, it oftentimes describes a service that’s specific to accounting on a non-GAAP, cash basis. Treaty Oak’s Accounting services are Accrual basis accounting to give our clients the best insight into accurate and operational financial formatting to start benchmarking important KPIs like Gross Profit Margin and Net Profit Margin. We also provide cash flow reporting to provide valuable insight into cash management. You can rest assured a CPA is looking at your financial statements every month.

Question 13

How often are accounting services provided, and how frequently are financial statements delivered?

Accepted Answer

We deliver monthly recurring accounting services and financial reporting results to stay in line with industry best practices. We’ve found that a monthly review of business performance results in business owners having a clear idea of the state of their business.

Ready to take control of your company's finances?