Bookkeeping and CFO Services for Utah Businesses

Bookkeeping and CFO services for Utah businesses. English Oak Financial is based in Lehi and works with start-ups and growing businesses locally, across Utah and remotely.

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How we work with Utah businesses

Our office is at 2701 N Thanksgiving Way, #100, Lehi, UT 84043. We work with businesses locally, across Utah and remotely, with most of our focus local.

Three services, one simple idea: Record it with bookkeeping, Control it with a fractional financial controller, and Drive it with fractional CFO and advisory support.

Who we work with

English Oak Financial works with start-ups and small, growing businesses in most industries. We don’t work with not-for-profit organizations.

What it costs

Bookkeeping starts from $500 a month, the fractional controller from $1,500 and the fractional CFO from $2,500. Pricing is custom to your business and charged as one fixed monthly fee that includes all the work required. See pricing.

What we don’t do

We don’t prepare tax returns, perform audits or give investment advice. Where tax work is needed, we work alongside your CPA or tax professional.

Want to know more about how we work? Read what we do or who we are, or get in touch.

Common questions

Where is English Oak Financial based?

We’re based in Lehi, Utah.

Do you only work with Lehi businesses?

No. We work with businesses locally, across Utah and remotely. Most of our focus is local.

Do you work with not-for-profit organizations?

No. We work with start-ups and small, growing businesses in most industries, but not not-for-profit organizations.

Based in Utah and need finance support?

Schedule a free introductory consultation.

Schedule Consultation