How I can help you

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients.  

Bill can provide tax help, business financial projections and analysis assistance, along with marketing guidance.

If you need help with your business budgets, interpreting your business financial results or understanding tax implications for your business, give me a call. 

 

Areas of Expertise

  • Accounting & Cash Flow
  • Strategy & Planning
  • Operations
  • Marketing, Public Relations & Sales

Industry Experience

  • Real Estate & Rental & Leasing
  • Transportation & Warehousing
  • Accommodation & Food Services
  • Professional, Scientific, & Technical Services
  • Retail Trade
  • Other Services (except public admin.)

Education

EA (enrolled agent) enrolled to represent taxpayers before the Internal Revenue Service

CFP® Certified Financial Planner

BA State University of New York Mathematics and Statistics

MS Boston University Computer Science


Bill Oakes

Communication Methods

  • Phone
  • Video