unearth your company's financial success
Coastal Oaks Business Solutions provides specialized financial and operations consulting services for wine and agricultural businesses in California’s Central Coast and beyond.
Expert guidance you can trust
At Coastal Oaks Business Solutions, we pride ourselves on our ability to listen to our clients’ nuanced business needs in order to provide a completely customized plan, tailored to their industry, so they can fast track the path of profitability.
With 40+ collective years of financial, accounting, and consulting experience, our team is dedicated to providing innovative solutions with a collaborative approach that meet our clients’ needs for their businesses today and years to come.
Rob Murray
Owner, Tooth & Nail Wine Company
Bookkeeping
You’ll be able to stay focused on running your business while we maintain the accuracy and organization of your financial records.
accounting and controller services
You’ll have peace of mind knowing the financial health of your business to confidently make informed and strategic decisions.
c-level services
We bring a holistic and integrated approach to decision-making, considering various aspects of your business, and strategic vision that aligns with your organization's goals as they relate market trends and competitive landscapes, ensuring long-term sustainability and profitability.
operations consulting
Scaling a business can be a daunting task when proper operations aren’t in place. We’ll provide expert guidance based on your business’s specific situation to establish systems and processes to help your business thrive.
crafting financial success, one crop at a time
Step 1
assess & plan
On your initial consultation call we focus on learning about your whole business and what your needs and challenges are. From there we formulate a customized plan of services you’ll need.
Step 2
execute
After you sign off on your plan, we get to work on all the deliverables so you can focus on your business.
Step 3
observe & optimize
Upon execution, we will continue to monitor and optimize different elements of your plan where necessary
Step 4
celebrate
You’ll be ready to toast to your business’s success knowing your financials and operations are in a tip top shape.
Request a personalized Consultation
You can contact our team through the form below or give us a call. We look forward to helping you grow your business!