ABOUT BIRCH AND OAK
Sustainable & Scalable Operations
The Birch Tree is symbolic of hope, growth and new beginnings.
The Oak Tree is symbolic of strength, longevity and wisdom.
We help you bring these traits together into a winning formula…..
Sustainable & Scalable Operations
The Birch Tree is symbolic of hope, growth and new beginnings.
The Oak Tree is symbolic of strength, longevity and wisdom.
We help you bring these traits together into a winning formula…..
“I have a true passion for teamwork, operational efficiency, and leveraging technology. These ‘non-revenue generating’ areas of business are commonly overlooked in favor of growth. But I believe you can have the greatest product or service in the world, and without optimization in these areas, there is no sustainable growth. Ever.
Now I’m grateful to apply this experience helping small business leaders who are truly ready to improve their organization. If you fall into this category, I am confident we can help take your business to the next level, effectively working as an extension of your team!”
We are grateful to have an amazing team of trusted partners to help ensure the success of your business!
CPA | CVA | QB Pro Advisor
Justin can answer your business’s accounting, financial and tax questions in layman’s terms. He comes with a couple of fancy three-letter certifications after his name (CPA, CVA) and is also a Quickbooks Pro Advisor. This dude is serious!
Justin’s continual investment of time and resources in professional continuing education, technology, and financial acumen is indicative of his commitment to excellence. Above all, he views each engagement as a true partnership.
Certified Notion Consultant
Alex is one of only 30 worldwide Certified Notion Consultants, and has vast experience working on a wide range of projects. He often helps clients with setting up and customizing advanced CRMs, project / task management, onboarding systems, as well as company OKRs. If you have a question about Notion, Alex will definitely know the answer!
Whether you’re looking for a custom build, one-to-one coaching or help adopting his templates, he’s got you!
Business Attorney
TJ practices primarily in intellectual property, business law and litigation, construction law, and fiduciary law. He takes the stance of protecting your company on the front-end to mitigate costly surprises down the road, but when you need a big hitter in your corner – he’s your man!
TJ was rated one of America’s Top 100 High Stakes Litigators in 2018, and his firm Owen Gleaton Egan Jones & Sweeney has nothing but 5-star reviews.
Birch And Oak℠ | Accelerate Your Business℠ | Invest In Results℠