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Willow Oak Financial Services

Willow Oak Financial Services Revenue

AccountingFlag of USSheridan, Arkansas, United States1-10 Employees

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Willow Oak Financial Services revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Willow Oak Financial Services

Flag of US

Kayla Johnson

CEO

Company overview

HeadquartersSheridan, Arkansas, United States
Website
NAICS5412
Founded2023
Employees1-10

Willow Oak Financial Services Email Formats

Willow Oak Financial Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@willowoakfs.com), used 100% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@willowoakfs.com
100%

About Willow Oak Financial Services

We may be new to the bookkeeping scene, but our passion for helping businesses and non-profit organizations thrive is unwavering. Our team is committed to excellence and is dedicated to providing reliable and efficient bookkeeping services tailored to your needs. We understand the challenges of managing finances and are here to streamline the process, offering personalized support at every step. Let us be your trusted partner in financial management as you focus on building your vision and making a difference. Kayla Johnson is the Owner/CEO, starting as an independent contractor on April 1, 2023, leading up to the organization of Willow Oak Financial Services LLC on October 2, 2023. She graduated from Liberty University Online, in December 2022, with her Associate in Accounting and multiple honors including the National Honor Society of Collegiate Scholars, Sigma Beta Delta, and Cum Laude. Although she understands her educational achievements do not reflect her abilities, her work ethic and results speak for themselves while her achievements are a testament to her hard work and dedication to learn and apply her knowledge. Her prior experience as a bank teller has taught her the importance of excellent customer service, accuracy, and compliance. She carries her experience into her work at Willow Oak Financial Services to provide clear communication with clients, organized and comprehensive financial statements, and consistent application of GAAP. Our current experience has been centered on small Non-Profit bookkeeping with extensive book cleanup, implementation of GAAP guidelines, direct communication and deliberation with director and treasurer figureheads, training clients on QBO, communicating GAAP requirements in clear and concise explanations, and training the board of directors on how to read financial statements. All our efforts are dedicated to our clients, their needs, and their success.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Willow Oak Financial Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Willow Oak Financial Services has never raised funding before.

Frequently asked questions

Willow Oak Financial Services is located in Sheridan, Arkansas, US.
Willow Oak Financial Services generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Willow Oak Financial Services has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Willow Oak Financial Services was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Willow Oak Financial Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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