O.A.K. Consulting Services, LLC

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Customers rated this pro highly for work quality, professionalism, and responsiveness.

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Christy S.

Dec 5, 2021

Douglas Cook of O.A.K. Consulting was a tremendous help in setting up the books for my business. I had unique needs because my business was online sales through both eBay and Etsy. Doug did and amazing job of researching and then implementing the systems necessary to basically track sales and expenses with very little effort on my part. Doug also created a pricing tool which greatly assisted me in increasing my profit margin. His business knowledge and calm approach talked me off many a ledge. Having O.A.K. on retainer was extremely helpful. Whenever I needed help with my books or had questions about how to fix something that I may have messed up, Doug responded quickly and was always able to help. I'm very grateful to have had O. A.K. on my team.

FAQs

• What should the customer know about your pricing (e.g., discounts, fees)?

  The initial consultation is free. I can be very flexible to your budget, depending on your needs. My goal is to help my clients gain peace of mind without breaking the bank getting there.

• What is your typical process for working with a new customer?

  Our initial consultation usually involves a discussion about your needs and your expectations, and lasts about one hour. Once I have an understanding of your needs, we then can discuss our best steps forward to meet those needs.

• What education and/or training do you have that relates to your work?

  I earned a Bachelor's degree in Accounting and Information Systems from the University of Colorado Colorado Springs in 2004 and then a Masters of Business Administration degree in Finance also from the University of Colorado Colorado Springs in 2012. I have over 15 years of direct experience working in and with a variety of business and financial models. I have handled a variety of tax situations including (but not limited to) partnerships, sole-proprietorships, HSA and IRA contributions, and investment income.