Testimonials

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"The advice that Valley Oak Financial provides my firm has always been forward thinking and planning focused. I especially appreciate the attention that Matt affords me. It feels as though he only has my best interest at heart. I sense that the services Valley Oak Financial avails is more of an investment versus an expense."

- Andrew Bruex, Universal Formulas, Inc. 

"I really enjoy the professional relationship that has developed between me and Matt over the past couple of years. He keeps me informed of current tax laws that are advantageous for my business as well as my family. While life events are always happening and changing, I feel Valley Oak Financial is exceptional at informing me of any new ideas or opportunities available to benefit me professionally and personally."

- Clarence Martz, Four Seasons Builders, Inc.

"I have worked with several CPA firms over the duration of my business career and none have been as responsive or as hands-on as Valley Oak Financial. My business is unique and has certain accounting needs that Matt has personally taken the time and effort to learn about and fully attend to. I especially appreciate the approach he takes to his practice as sometimes I have questions that he doesn't have an immediate answer for, but he always goes out and finds the information that we need to address the issue at hand."

- Marlene Whitman, Norman Camera Company, LLC

"Matt is unlike any other CPA that has worked with our company. He is very personable and a real pleasure to work with. He takes a proactive approach to planning while working with our business. He also is consistent and dependable when it comes to the quality of work completed. Since working with Matt, I feel confident about the accounting services we now receive because he stands behind the work he performs."

- Shelly Blades, Industrial Logic, Inc.

"I’ve known Matt since the formation of our law firm in 2004. He has been a key advisor throughout the start up of our company and is always helping to keep our business on task and updated with new and pertinent changes to the business world. I can relate to his drive and dedication to succeed which makes it that much easier for me to trust him with not only my business, but with my clients as well."

- Shaun Willis, Willis and Willis, PLC