Clear, Strategic Guidance,

Rooted in Financial Expertise

Empowering businesses to unlock their full potential.

Crystal Oak is a fractional CFO and advisory firm that partners with CEOs and business owners to achieve the growth they strive for while building enduring financial strength. We serve as trusted advisors to companies in various industries, including:

  • Advertising

  • Entertainment

  • Manufacturing/Distribution

  • Software-as-a-Service (SaaS)

  • Technology

  • Wholesale/Retail Goods

Contact Us At

CrystalOakCFO@gmail.com

Schedule a FREE 30-minute consultation:

How We Help You Grow to New Heights

  • Cash Management

  • Profitability & Cost Management

  • Strategic Financial Planning

  • Growth Planning & Capital Allocation

  • Risk Management & Mitigation

“A goal without a plan is a wish.”

– Herm Edwards

Get in Touch

Contact us to schedule a free 30-minute consultation and explore how we can provide you with insights and support that are in line with your company’s goals.