Firm Profile

White Oak Advisors Group, LLC is a professional accounting services firm providing a broad range of accounting related services to businesses, family offices, and high net worth individuals.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • CFO/Controller related services
  • Private Equity Fund Administrator Oversight
  • Private Equity Fund Accounting and Administration
  • Tax Compliance and Tax Return Preparation for all types of businesses, and individuals
  • Financial statement preparation
  • Monthly bookkeeping and bill paying functions
  • QuickBooks® setup, support and training

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.