We offer services covering a wide and varied scope serving small businesses, entrepreneurs, freelancers + creatives. Passionate in all things business, with a deep appreciation for the creative side of things, we are here to lighten the load of the ongoing financial tasks, payroll, operations and intricacies of your business.
Our Mission and Vision
Our mission is to empower our clients to focus on the work that they love to do by doing the work that we love to do.
Our vision is to be a boutique consulting firm that enables and inspires our community to reach their full potential in the areas they are passionate about.
"Megan's helped me so much to stay on top of my business expenses and revenue and it's so helpful for me to go through everything each month with her!Taxes were one of the scariest parts of becoming a business owner in my eyes, I was always scared I would miss something and be hit with a huge bill at the end of the year! I feel SO good and in control of them - I have money put aside, I pay them quarterly - all thanks to Megan!!Feel more confident and in control of my money coming in and money going out! It's been so incredibly helpful! Numbers are not my thing and Megan never makes me feel bad about that, she makes me feel more competent! Love my monthly calls with her to go through everything, that was a great addition!She's so much more than an accountant!"
Kristy Vail
"Not worrying about keeping up with my books, knowing that when tax time comes it won't be stressful as we will be prepared. The additional support to ask questions on things I have no clue about!
Kyla Ray
"Willow Oak has made my life remarkably easier by taking on several of my business' ongoing tasks, helping to streamline my workload as a small business owner. This has made a HUGE difference in my life as it frees me up to focus on my work with clients + being the visionary of my business rather than being bogged down by the many tasks that require attention. I've been with Willow Oak ongoing for over two years and love that as my business grows, I can lean on Megan and her team for support, information + tools necessary to take those steps. I am so grateful for their expertise and professionalism and can't recommend them highly enough."
Jessica S
"I absolutely correlate the success of the session to Courtney's ability to command a room, make learning fun, and find creative ways to engage a very distributed group of people. They way Courtney demonstrated vulnerability by sharing her own experiences allowed the group to open up with ease. She brings the perfect amount of expertise blended with relatability. I will definitely be bringing Courtney back to [our company] to facilitate future sessions!"
Kim S
"Courtney is one of the brightest, quick-thinking, and adaptive HR business partners I’ve ever worked with. I thoroughly enjoyed working with her on our projects together. Courtney has a remarkable ability to command a room of stakeholders and get people working together on a common mission in a way that surpasses even expert facilitators."
Chris K
"I’ve been outsourcing HR to Courtney for a few months now and I’m very happy with the results. Common sense solutions for small businesses who still want HR to be done right."
Richard W
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