Accounting and Financial Planning for Businesses
our expertise
Forward-thinking accounting and business advisory services
At Oswalt, Teel & Franklin, we believe accounting is more than compliance – it’s partnership, problem‑solving, and helping people and their businesses reach their full potential. We leverage our expertise and in-depth financial insight to function as an outsourced CFO – help businesses overcome challenges, realize new opportunities and ideas, sharpen decision‑making, and gain the financial clarity needed to achieve current and future goals.
Our team of experienced CPAs and accountants bring specialized expertise across tax planning, assurance services, financial reporting, and advisory services. From implementing robust internal financial systems to preparing statements for lenders to strategizing future business directions, our services are tailored to meet your needs and goals.
Tax & Tax Strategy
Tax return preparation (business, owners, and entities)
Tax planning, strategy, and compliance
Financial statement preparation
In addition to preparing returns, we analyze your company’s financial position to develop forward-looking tax strategies to meet your business’ long-term goals.
Advisory & Consulting
Financial planning and analysis
Budgeting, forecasting, and cash flow management
Profitability and cost analysis
Growth strategy and business modeling
Leveraging our deep understanding of your financials, we analyze historical performance and identify trends to help you understand where your business is—and where it’s going.
Assurance & Compliance
Review and compilation engagements
Internal controls and risk assessment
Regulatory and compliance support
Our assurance and compliance services ensure the integrity of your financial reporting and internal controls.
Transaction & Specialized Services
Mergers and acquisitions advisory
Due diligence support
Business valuation
Entity structuring and restructuring
We support clients through every stage of the transaction lifecycle, providing financial insight and strategic guidance to inform value-driven decisions.
Performance & Insight
Key performance indicators development and performance tracking
Benchmarking and industry analysis
Trend identification and financial insights
Decision support and strategic planning
We help measure what matters. From developing key performance indicators to benchmarking and profitability analysis, we provide the tools and insight needed to improve performance and drive growth.
Our team
Your partners in growth
Having experience guiding businesses, their owners, and their teams through various financial scenarios and stages of life, we know how powerful financial guidance can be in overcoming challenges as well as accelerating growth. We don’t shy away from complex financial situations – we lean in, provide clarity, and build strategic plans grounded in facts to position our clients for the best possible outcomes. Our team of experienced CPAs and accountants are here to help navigate complexity, seize opportunities, and build lasting value.
We welcome the opportunity to partner with you and your team.
Strategic guidance to keep your business and community thriving
With experience guiding businesses, their owners, and their teams through various financial scenarios and stages of life, we are here to help navigate complexity, seize opportunities, and build lasting value.
Our approach
Optimized, Tactical, and Future-focused
Our firm’s accounting and advisory experience is extensive, guiding businesses across different sectors through various financial situations in time. While our reach is broad, we achieve a comprehensive financial picture for each client and create strategic plans following our OTF (Optimized, Tactical, and Future-focused) approach. We help clients overcome challenges, realize new opportunities and ideas, sharpen decision‑making, and gain the financial clarity needed to reach their current and future goals.
Build and Strengthen Your Business’ Financial Core
We transform your internal financial system into a source of intelligence — not just record‑keeping. You get clarity, accuracy, and insights to strengthen decision-making and support long-term success.
Create External Reporting That Opens Doors
We produce accurate, trusted financial statements to support your credibility with lenders and investors, positioning your business for growth.
Turn Tax Strategy into Forward Momentum
Taxes shouldn’t be a mystery or a once‑a‑year scramble. We help you understand your tax plan, anticipate what’s ahead, and strategically plan to achieve current and future goals.
Provide Financial Insight That Drives Action
We translate complex financial data into direction. We work closely with leadership, delivering strategic plans to navigate uncertainty, evaluate opportunities, and prioritize
Build and Strengthen Your Business’ Financial Core
We transform your internal financial system into a source of intelligence — not just record‑keeping. You get clarity, accuracy, and insights to strengthen decision-making and support long-term success.
Create External Reporting That Opens Doors
We produce accurate, trusted financial statements to support your credibility with lenders and investors, positioning your business for growth.
Turn Tax Strategy into Forward Momentum
Taxes shouldn’t be a mystery or a once‑a‑year scramble. We help you understand your tax plan, anticipate what’s ahead, and strategically plan to achieve current and future goals.
Provide Financial Insight That Drives Action
We translate complex financial data into direction. We work closely with leadership, delivering strategic plans to navigate uncertainty, evaluate opportunities, and prioritize.