Coast Oak Advisory LLC
Your Boutique Partner in Financial Consulting and Operational Excellence.
Mission Statement
To empower small to mid-sized professional service firms by providing trusted and affordable financial leadership and scalable operational support — allowing them to focus on what they do best while we handle the rest.
About Us
Coast Oak Advisory LLC, a boutique financial consulting and back-office support firm, was established by an experienced CFO who identified a critical need for superior financial leadership and operational assistance within small to mid-sized law and consulting firms. Our founder’s vision was to create a solution that combines strategic, hands-on guidance with scalable support models, tailored to the unique needs of each client. At Coast Oak Advisory, we are committed to providing clarity and efficiency that empowers firms to flourish, all without the stress and expense of expanding internal resources. We specialize in fractional CFO services, offering the expertise you need, when you need it, to help your business thrive.
What Sets us Apart
What sets Coast Oak Advisory LLC apart is our unique blend of strategic insight, operational expertise, and personalized service. Unlike traditional consulting firms, we don’t just provide advice – we roll up our sleeves and work alongside you, offering hands-on support tailored to your specific needs. Our founder’s extensive experience as a CFO allows us to bring a level of financial leadership that is often out of reach for small to mid-sized firms. Furthermore, our scalable support models mean we can provide high-quality back-office services without the need for you to hire additional internal resources. This combination of strategic financial leadership, operational support, and flexible service models is what makes Coast Oak Advisory LLC the ideal partner for professional service firms looking to thrive in today’s competitive landscape.
Products and service
Fractional CFO Services
We provide strategic financial leadership on a part-time basis, offering services such as financial strategy development, forecasting, and reporting. Our seasoned CFO brings a wealth of experience and insight to your team, helping you make informed decisions that drive growth and profitability.
Back-Office Support
Our comprehensive back-office support services include bookkeeping, billing, payroll, and compliance. We handle these critical yet time-consuming tasks, allowing you to focus on your core business operations.
Operational Support for Legal and Consulting Firms
We understand the unique operational challenges faced by legal and consulting firms. Our team provides tailored support to streamline your operations, improve efficiency, and enhance client service.
Financial Reporting Packages and KPI Dashboards
We provide customized financial reporting packages and KPI dashboards that give you a clear, concise view of your financial performance. These tools enable you to track key metrics, identify trends, and make data-driven decisions.
Client Trust Accounting Support
For law firms, we offer specialized support in client trust accounting. We ensure your firm maintains compliance with state regulations and ethical rules, safeguarding your reputation and your clients’ funds.
Compliance Services
In the complex world of business, staying compliant is crucial. We help you navigate regulatory requirements, ensuring your operations align with the latest laws and regulations. Our compliance services provide peace of mind, knowing your business is in good hands.
Our Style
Strategic and Hands-On
- At Coast Oak Advisory LLC, we believe in a strategic, hands-on approach. We don’t just offer advice from the sidelines; we roll up our sleeves and work alongside you. Our team becomes an extension of yours, deeply understanding your business and its unique needs. This allows us to provide practical, effective solutions that drive real results.
Personalized and Scalable
- We understand that no two businesses are the same, and neither are their needs. That’s why we offer personalized services that can scale with your business. Whether you need part-time CFO services or comprehensive back-office support, we tailor our offerings to meet your specific requirements and adapt as your business grows.
Committed to Excellence
- Our commitment to excellence is at the heart of everything we do. We strive to provide the highest quality services, and we never settle for ‘good enough.’ Our team is constantly learning, improving, and innovating to ensure we deliver the best possible results for our clients. Your success is our success, and we are dedicated to helping you thrive.
Our Experience
Seasoned Leadership
Our founder is a seasoned CFO with a wealth of experience in financial leadership and operational support. This experience is at the core of our services, allowing us to provide high-level strategic guidance and hands-on support that is typically out of reach for small to mid-sized firms. Our team is composed of professionals who bring a diverse range of skills and experiences, ensuring we can meet a wide variety of client needs.
Industry Expertise
We specialize in serving law and consulting firms, and we understand the unique challenges and opportunities these industries present. From client trust accounting to compliance with industry-specific regulations, our team has the knowledge and experience to provide effective, tailored solutions.
Proven Results
Over the years, we’ve helped numerous firms improve their financial performance and operational efficiency. We’ve developed financial strategies that drive growth, implemented back-office systems that streamline operations, and provided compliance support that mitigates risk. Our track record of success demonstrates our ability to deliver results and create value for our clients.
Contact us
We invite you to reach out to us to learn more about how Coast Oak Advisory LLC can support your business. Whether you’re interested in our fractional CFO services, need back-office support, or simply want to discuss your business’s financial and operational needs, our team is ready to assist. We look forward to the opportunity to demonstrate how our strategic, hands-on approach can help your business thrive. Please don’t hesitate to get in touch with us today
Email: admin@coastoakadvisory.com
