Three Oak Consulting, LLC | Richmond, VA

  • Total Hires: 1 time
  • Service Area: Richmond, VA
  • Team Size: 3 employees
  • Business Duration: 13 years
Three Oak Consulting, LLC

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Cash
  • Check
  • Google Pay
  • PayPal
  • Venmo
  • Zelle

Services Offered

Role

  • Accountant / bookkeeper
  • Salesperson
  • Marketer
  • Administrative assistant

Skills

  • Data entry
  • Spreadsheets
  • Web research
  • Customer service support
  • Word processing
  • Filing and organization
  • Transcription
  • Phone and fax machines
  • Calendar management
  • Email management
  • Mail and packages (deliveries)
  • Document destruction

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Pat Branch, head of Three Oak Consulting, is a leader with an entrepreneurial mind-set. He knows the fast-growth start-up, because he's been part of one himself, and he understands organizational, financial and software issues because of his personal experience.

Today, Pat and his expert consulting team are able to leverage this background expertise in order to turn deficiencies into proficiencies for owners aiming to take their businesses to the next level.

Meet Pat Branch, an MBA with COO and CFO credentials. Because he has personally wrestled with the issues he now faces as a consultant, his experience is invaluable. Because his team focuses on common problems shared by many companies, Three Oak is able to offer the services most necessary and most valuable in today's rapidly evolving marketplace.

They offer the following advantages:

* Save Time

* Increase Revenue

* Realize Cost-Efficiency

* Gain Insight into Overall Operations

* Improve Company Performance

About Three Oak's operation services:

There's a glitch somewhere between the initial customer order and the final shipment. Somehow, we need to integrate our most recent acquisition by streamlining operations. We have to build an infrastructure in order to expand into new markets.

Pat is adept at dealing with the particular issues that plague fast-growing organizations. Aided by his able team, he solves many common problems though the following:

- Improving and automating processes

- Documenting workflow

- Identifying metrics to determine progress

- Reviewing inventory management

- Forecasting sales

About Three Oak's financial services:

Our investors demand financial information that we don't have time to collect on a regular basis. We don't seem to know about our cash flow issues until they happen. We can't get the financial reporting we need to see how we're doing on a monthly basis.

As a former CFO, Pat understands the financial and accounting issues experienced by high-growth companies. With help from his team, he improves his clients' bottom line through the following:

- Reviewing financials for compliance

- Preparing monthly and quarterly reports

- Improving accounting practices

- Projecting and managing cash flow

- Preparing for audits

- Increasing line of credit

- Budgeting for projects and operating expenses

- Working with CPA firms, banks and investors

By leveraging Three Oak's consulting services, company owners can now concentrate their time and energy on doing what they do best -- growing their businesses.

There's never been a better time to invest in your company's future.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Patteson Branch
    • Completed on 1/30/2025

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