Just as trees need strong roots to grow and prosper, your business needs a strong financial foundation to thrive. At Great Oak, LLC, we help business owners create that foundation-starting with an efficient accounting system supported by the highest quality accounting, bookkeeping, and tax services.
Approachable, knowledgeable, and professional, you can depend on us to provide the guidance you need to make key decisions that will establish-and maintain-a position of financial strength for your business. We offer the complete solutions needed to effectively manage financial operations, delivered using advanced, easy-to-use, technology and an unparalleled commitment to personalized service.
Approachable, knowledgeable, and professional, you can depend on us to provide the guidance you need to make key decisions that will establish-and maintain-a position of financial strength for your business. We offer the complete solutions needed to effectively manage financial operations, delivered using advanced, easy-to-use, technology and an unparalleled commitment to personalized service.
Services
Accurate and timely tax and accounting information and financial services are a necessity for any successful business or personal financial situation. Let the Great Oak CPA team provide you with the comprehensive accounting, bookkeeping, and tax services that will help you achieve your financial objectives.
Great Oak CPA, LLC was founded to help business owners in the Fort Myers, Florida area create and maintain a position of financial strength-starting with a strong foundation. We liken the success and growth of any business to that of great oak trees, which must have strong, healthy roots to endure over time and thrive for generations.
Sue has over 20 years experience in small business accounting. Her love of small businesses carries over to her clients as she helps them with their needs in both personal and business accounting. Sue opened and ran a local small business for 8 years. She understands the challenges small businesses face and diligently helps them with their financial issues.
Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Great Oak CPA, we go beyond the numbers to partner with clients-working year round to ensure you stay on a healthy financial path. We also offer an advanced technology platform so you always have convenient, real-time access to your financial documents and our staff.
Our accounting services provide thorough, accurate reporting and critical analysis that allow you to evaluate your financial health and realize your business goals. Our firm can help you by delivering financial statements and reports or handling all your accounting tasks so you can concentrate on running your business.
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