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What We Do
Providing Tech-Forward Services
Treaty Oak is your trusted source for all of your accounting needs. Our experienced team will assist you with a wide range of services to give you the power to take control of your financial goals.

Accounting Services
Business owners should focus on growth, not the recording of day to day transactions. Let us keep your books so you can focus on the big picture.
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Monthly/Quarterly/Yearly bookkeeping
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Financial statement compilations
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Bill pay (accounts payable) outsourcing
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Invoicing support & outsourcing
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Payroll processing and compliance
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Bank account reconciliations
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Chart of accounts customization
Fractional CFO Services
Your business relies on financial strategy and accurate models. Trust us to help you guide your company to success.
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Review your monthly financial health and processes
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Maintain and enhance operating budget & financial forecast
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Support vendor contract review & negotiations
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Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
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Accurate budgets and forecasts built for you
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Budget to actual reporting and analysis


Financial Modeling Services
Adapting to evolving market conditions, our financial modeling services offer strategic insights and comprehensive analysis to help drive your business towards sustainable growth and development.
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3-Year Financial Projections
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13-Week Cash Flow Forecast
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Ongoing Budget Support
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Capital Raise Support
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Scenario and Sensitivity Analysis
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Profitability and Revenue Modeling
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Revenue Stream and Profitability Analysis