Meet Blue Oak Consulting
Dedicated to helping business owners gain control of their finances.
Most small business owners work incredibly hard, yet remain uncertain about their financial picture. The reports are available, but the meaning behind the numbers is not always clear, leading important decisions to depend on instinct rather than insight.
Blue Oak Consulting is here to change that.
We believe small businesses deserve the same level of clarity and financial insight available to large enterprises.
Our mission is simple:
To lead with Integrity, Accountability, and Transparency by serving small business owners with the financial clarity needed to make confident decisions, drive growth, and build lasting legacies.
Through practical guidance, accurate financials, and hands-on partnership, we empower owners of industrial, trade, and professional service businesses to turn financial challenges into opportunities for sustainable success.
We envision a thriving North American small business community where owners lead with clarity, grow with confidence, and create enduring legacies. Blue Oak Consulting will be recognized for Integrity, Transparency, and service by equipping thousands of businesses with the tools and insight needed to build resilient, profitable companies for generations.
Our Core Values
- Integrity – Do what we say, even when it’s hard.
- Accountability – We take ownership of our work and expect the same from those we serve.
- Transparency – Open, honest, and clear communication at every step
- Growth – Helping businesses move from survival to sustainable success.
- Community – Sharing knowledge and support to strengthen the backbone of our economy: small businesses.
- Service – Leading with a servant’s heart, putting client success first.
A Note from Our Founder
Over the years, I identified a clear gap in the market. Small businesses needed access to experienced CFO level financial expertise, but many could not justify the cost of hiring a full time executive. That is why I founded Blue Oak Consulting, to provide business owners with the kind of hands on, strategic financial leadership typically available only to larger organizations.
My approach is straightforward. I work directly alongside clients, not above them, and take the time to fully understand each business. Every solution is tailored, every challenge is addressed together, and every success is shared through a true partnership.
What Sets Us Apart
Unlike most fractional CFOs who focus solely on high-level advisory and prefer to act as distant guides, I act as an embedded partner by bringing clarity through both strategic insight and execution.
- Hands-On Strategic Partnership
I do not simply advise. I work alongside you through decisions, planning, forecasting, cash management, and operational alignment. - Clarity That You Can Use
I operate with clarity over complexity. Every tool, model, forecast, and dashboard is designed to strengthen your decision-making. - No Agency Layers, No Hidden Agenda
This is my business, not an outsourced or agency placement. That means lower overhead, full accountability, and a direct partnership with the person responsible for your results. - Calm, Grounded Leadership
We approach financial clarity with patience, depth, and steady guidance. No ego. No jargon. Just clarity that helps you lead better. - Decision Maps + Operating Structure
We help owners understand key drivers, identify risks early, and navigate decisions with structured next steps.
SUPPORTING SMALL BUSINESSES LIKE YOURS
Client’s Success Stories
Dr. Daniel Zeiss
Susan Anderson
DIRECTOR
Sr. Finance Manager
CEO
