Meet Blue Oak Consulting
Dedicated to helping business owners gain control of their finances.
Most small business owners work incredibly hard, yet still feel uncertain about their financial picture. The reports are there, but the meaning behind the numbers isn’t always clear—and big decisions begin to rely on instinct instead of insight.
Blue Oak Consulting exists 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—serving small business owners with the financial clarity they need 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 leave enduring legacies. Blue Oak Consulting will be known for Integrity, Transparency, and service—equipping thousands of businesses with the tools and insight 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 noticed a gap: small and mid-sized businesses needed the financial expertise of a CFO, but couldn’t justify the cost of hiring one full-time. That’s why I started Blue Oak Consulting—to give owners access to the kind of hands-on, strategic financial leadership usually reserved for larger companies. My approach is simple: I work alongside you, not above you, and I take the time to truly understand your business. Every solution is tailored, every challenge is shared, and every win is celebrated together.”
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—bringing clarity through both strategic insight and execution.
- Hands-On Strategic Partnership I don’t simply advise—I walk with 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
