Know Your Numbers. Plan Ahead. Grow With Confidence.

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The Challenge

The Financial Blind Spots Holding Your Business Back

Leaving revenue on the table due to an undefined Profit Model.
Unable to accurately predict near-term cash flow.
Making decisions without truly understanding financial statements.
Having trouble putting financial improvements into practice.
No succession or ownership transition plan in place.
Company goals and team performance metrics that don't line up.
Approaching tax decisions reactively rather than strategically.
Relying on outdated or incomplete data for critical decisions.

What We Do

Our Services

Fractional CFO

Part-time CFO, full-time strategy. We provide senior-level financial leadership to help you make smarter decisions as you grow.

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Tax Preparation & Planning

We help you plan for taxes and reduce what you owe through careful preparation, smart strategy, and year-round support.

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Compilation & Review

We prepare professional, CPA-backed financial statements that help you secure financing and give stakeholders the confidence they need.

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How It Works

Getting Started

01

Complimentary Consultation

We sit down with you to learn about your business, take a look at where things stand financially, and share some initial recommendations.

02

A Plan Built for You

We put together a plan that covers tax minimization, financial statement preparation, and CFO-level forecasting, all built around your specific goals.

03

Ongoing Partnership

We stay involved year-round, reviewing performance, refining your strategy, and making sure you stay compliant and on track.

Why Gillock CPA

Expert Guidance

Every engagement is led by experienced CPA partners who bring both strategic thinking and compliance know-how.

Personalized Service

You work directly with partners who know your business and communicate clearly, every step of the way.

Integrity & Transparency

Clear, principled engagement. No hidden fees, no surprises. We put clients first, every time.

Ready to Get Started?

Book a free consultation and see how we can help.

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Who We Serve

Industries We Understand

Home Builders & Contractors

Real Estate & Development

Professional Services

Restaurants & Hospitality

E-Commerce & Retail

Technology & SaaS

Common Questions

Frequently Asked Questions

What services does Gillock CPA offer?

We provide tax preparation and planning, fractional CFO services, and compilation, review & audit engagements. From year-round tax strategy to CFO-level forecasting and CPA-backed financial statements, we cover the full financial picture for business owners.

How does working with a remote CPA firm work?

Everything happens securely online — encrypted document sharing, e-signatures, and video meetings. You get the same partner-level attention as a local firm, wherever your business is located.

What states are you licensed in?

Our partners hold active CPA licenses in Oregon and California, and we serve business clients nationwide.

How is pricing handled?

Every engagement is scoped and agreed on up front, so you always know what to expect. No hidden fees, no surprises.

What happens after I reach out?

We reply within one business day to schedule a complimentary consultation. You’ll leave that conversation with clear initial recommendations — whether or not we end up working together.

Can you work with my existing bookkeeper or software?

Yes. We work alongside in-house bookkeepers and with the common platforms — QuickBooks and similar systems — and we’ll recommend improvements only where they genuinely help.

Get Started

Schedule Your Free Consultation

Tell us a little about your business and we’ll reply within one business day.

Licensed CPA
Oregon & California