For founders and operators who are building to exit.
Oaks CFO Partners
Senior-level financial leadership — without the full-time cost. Bookkeeping, controller, and CFO services that scale with your business, with M&A advisory and exit planning available when you're ready for that conversation.
The Problem
Most growing companies outgrow their finance function long before they can justify a full-time CFO
Decisions made on instinct Pricing, hiring, and inventory calls made without a clear read on margin or cash runway.
No exit-readiness Founders who want to sell in 3–10 years but have no clean financials, no defensible valuation story.
Reporting that lags reality Financials closed weeks late, making them historical record rather than a decision tool.
What We Do
Senior-level financial leadership, scaled to where your business is today.
Bookkeeping Clean, current books — the foundation everything else is built on.
Controller + Bookkeeping Real financial oversight on top of the books, not just data entry.
CFO Only Strategic leadership layered onto your existing bookkeeping or controller function.
Controller + Bookkeeping + CFO The entire finance function handled — one accountable partner, end to end.
M&A Advisory and Exit Planning also available — see Services for details.
Who We Work With
$1M–$100M+ in revenue, ready for senior financial leadership.
E-Commerce, Online, DTC, Service Industry, SAAS, and Digital Advertising Companies
Amazon and Shopify-native brands navigating margin pressure and channel complexity.
CPG — Food & beverage and personal care brands scaling production and distribution.
Service Businesses — Attorneys, contractors, and other service companies needing real job costing and profitability visibility.
PE-Backed Portfolio Companies — Interim CFO support during transitions, add-ons, or leadership gaps.
Proof Point
A Track Record, Not Just a Pitch
Our experience includes:
A food & beverage brand scale from $7M to $10M, then $15M, then $18M, with $25M projected over four years, under our financial guidance.
Exiting a company into a Publically Traded Buyer
Helping E-commerce companies from 1M to 100M+ get clarity, strategy, and a plan to scale or exit.