GREAT OAK CPA LLC
FORT MYERS, FLORIDA

Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional. About Our Firm Great Oak CPA, LLC was founded to help business owners in the Fort Myers, Florida area create and maintain a position of financial strength—starting with a strong foundation. We liken the success and growth of any business to that of great oak trees, which must have strong, healthy roots to endure over time and thrive for generations. As such, we work side-by-side with our clients to ensure they have the accounting structure and accurate financial information that will support their business success. Building on the optimized accounting foundation of your business, our firm also provides seamless, technologically advanced solutions that enable business owners to save valuable time and to rest easy knowing that their day-to-day accounting operations are expertly and efficiently handled. We are also dedicated to helping business owners organize and understand their financial situation, providing ongoing guidance throughout the year. Our ultimate goal is to be our clients’ trusted advisors, forming long-term partnerships and tailoring our solutions to meet their unique needs. Let Great Oak CPA, LLC help your business thrive! Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional. Sue has over 20 years experience in small business accounting. Her love of small businesses carries over to her clients as she helps them with their needs in both personal and business accounting. Sue opened and ran a local small business for 8 years. She understands the challenges small businesses face and diligently helps them with their financial issues. As a QuickBooks ProAdvisor, Sue can be called upon to do anything from setting up a new company's books, clean up an existing QuickBooks file or to complete the business tax return. As a CPA and long term small business accountant, Sue has the necessary skills and resources to solve all your tax and accounting needs. Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional. Great Oak CPA - A Next Generation Accounting Firm™ Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Great Oak CPA, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an advanced technology platform so you always have convenient, real-time access to your financial documents and our staff. Via our Client Center, you can log in to your secure, personalized portal to view and print documents, enter data, access client accounting software, or contact us directly with questions. It’s all about creating the best possible experience for you. We are your Next Generation Accounting Firm. Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional. Helping You Create a Strong Financial Foundation for Growth Just as trees need strong roots to grow and prosper, your business needs a strong financial foundation to thrive. At Great Oak, LLC, we help business owners create that foundation—starting with an efficient accounting system supported by the highest quality accounting, bookkeeping, and tax services. Approachable, knowledgeable, and professional, you can depend on us to provide the guidance you need to make key decisions that will establish—and maintain—a position of financial strength for your business. We offer the complete solutions needed to effectively manage financial operations, delivered using advanced, easy-to-use, technology and an unparalleled commitment to personalized service. Our mission is to assist you in meeting your goals—and we are dedicated to ensuring that your business has strong roots, and a straightforward path to success. Please take a moment to review our comprehensive suite of services, then contact us. We look forward to discussing how we can help you: Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional. Great Oak CPA - Your Trusted Advisor Great Oak CPA - Committed to Helping You Reach Your Financial Goals Great Oak CPA - Providing a Strong Financial Foundation Great Oak CPA - Approachable. Knowledgeable. Professional.