Services
We handle the operations, so you can focus on growth.
Our Services
Human Resources
We streamline your HR processes, so you can lead your team and grow your business.
- Payroll processing and compliance
- Employee onboarding and offboarding
- Benefits administration and policy management
- HR systems setup and maintenance
- Employee record-keeping and reporting
Finance
We handle the numbers, so you can focus on the big picture - driving your business forward.
- Accounts payable and receivable
- Bookkeeping and financial reporting
- Cash flow management and budgeting
- Expense tracking and reimbursements
- Vendor and contractor payments
Compliance
We keep your business compliant, giving you peace of mind to focus on what matters most.
- State registrations and filings
- Regulatory compliance and audits
- Governance and record-keeping
- Business licensing and renewals
- Document filing and system organization
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Strategic Projects
We handle strategic projects that streamline operations, boost efficiency, and drive business growth.
- Process automation and efficiency improvements
- System implementation and integrations
- Special initiatives and one-time projects
- Equity and cap table management
- Inbox and workflow management
Learn more about how we can help.
Plans Include
Our plans provide hands-on support, expert guidance, and flexibility to keep your operations running smoothly without long-term commitments.
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Dedicated Operations Partner
A single point of contact who deeply understands your business and handles all back-office operations, ensuring consistency and reliability.
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Weekly Check-Ins
Regular meetings to review progress, tackle challenges, and refine strategies, so your operations keep up with your business growth.
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Flexible, No-Commitment Contracts
We operate on a month-to-month basis because we believe in earning your trust. If we’re not providing value, you can cancel anytime—no long-term lock-ins.
Feel Your Situation is Unique?
Our services include the most common operation services but we tailor packages to your unique needs. We've seen it all. Contact us today to see how we can solve your challenges.
Frequently asked questions
How does Oakwood Operations integrate with my existing team?
We seamlessly integrate as an extension of your team, communicating through channels like Slack, email, or text, providing real-time support and answers to your operational questions.
What software platforms do you utilize?
We work with your existing tools, such as Gusto, Carta, and QuickBooks, and can recommend and implement best-in-class solutions to enhance your operations.
How do you ensure data security?
We prioritize your data's security by implementing enterprise-grade protections, including mandatory two-factor authentication, regular password updates, and operating within your secure environment.
Can Oakwood Operations assist with vendor selection and setup?
Absolutely. We research, recommend, and set up the best products and services tailored to your business needs, saving you valuable time and ensuring optimal choices.
What is the monthly cost?
Our services are designed to be cost-effective, providing seasoned operational support at a fraction of the cost of a full-time hire. For specific pricing details, please contact us directly.
Is there a long-term commitment required?
No, we offer flexible, month-to-month contracts, allowing you to scale our services based on your current needs without long-term obligations.
How quickly can Oakwood Operations start working with my business?
We can start as soon as we agree on the scope of services—typically within days—provided we are not at capacity. Our goal is to integrate quickly and begin adding value right away.
What size businesses does Oakwood Operations typically work with?
We specialize in supporting small to medium-sized businesses (2-75 employees), providing them with the operational expertise typically accessible to larger companies.
Do you replace accountants and lawyers?
No, we don’t replace your accountant or lawyer. Instead, we work alongside them, managing the operational aspects of finance, compliance, and HR to ensure everything runs smoothly. We can also help coordinate with your legal and tax advisors to keep your business organized and compliant.
Does Oakwood Operations provide legal or tax advice?
While we support various operational functions, we do not provide legal or tax advice. However, we can coordinate with your legal and tax advisors to ensure cohesive operations.
What does Oakwood Operations not handle?
We focus on back-office operations and do not provide services related to direct sales, marketing, or product development.
What makes Oakwood Operations different from other operational support services?
We’re a boutique firm, which means you’re not dealing with a faceless agency - you’re working directly with the founder. With deep experience in both SMB service businesses and high-growth startups, we bring practical, no-nonsense solutions tailored to your business. Our hands-on approach ensures personalized service and seamless execution, without the overhead of hiring in-house.