About Our Firm

Great Oak CPA, LLC was founded to help business owners in the Fort Myers, Florida area create and maintain a position of financial strength—starting with a strong foundation. We liken the success and growth of any business to that of great oak trees, which must have strong, healthy roots to endure over time and thrive for generations. As such, we work side-by-side with our clients to ensure they have the accounting structure and accurate financial information that will support their business success.

Building on the optimized accounting foundation of your business, our firm also provides seamless, technologically advanced solutions that enable business owners to save valuable time and to rest easy knowing that their day-to-day accounting operations are expertly and efficiently handled. We are also dedicated to helping business owners organize and understand their financial situation, providing ongoing guidance throughout the year.

Our ultimate goal is to be our clients’ trusted advisors, forming long-term partnerships and tailoring our solutions to meet their unique needs. Let Great Oak CPA, LLC help your business thrive! Contact us today.

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Our New Website

Great Oak CPA is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also...


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Phone: 239.267.1167
Email: sue@greatoakcpa.com