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Headshot of Bill Oakes
Bill Oakes
Request this mentor

Meeting Preference: Email, Phone, Video

Languages: English

How I Can Help You

I can help new or existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using my 30+ years of experience with business owner clients. I will provide tax help, business financial projections and analysis assistance, along with marketing guidance to help you achieve your business goals. If you need help with your business budgets, interpreting your business financial results or understanding tax implications for your business, I will be happy to serve as your SCORE mentor.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Funding/Loans
  • Strategy Development
  • Tax Planning

Industry Experience

  • Accounting & Tax Services
  • Professional Services
  • Real Estate
  • Retail
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c/o San Jose Chamber of Commerce P.O. Box 149
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San Jose, CA 95103
(408) 453-6237

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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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