The Oakley Group

What The Oakley Group does

The Oakley Group is a privately held professional services firm operating as an LLC, founded in 2015 by Alyssa Fredes in Sewell, New Jersey. The company delivers outsourced corporate accounting, human resources, operational development, and business management services to small business owners and entrepreneurs across the Delaware, Philadelphia PA, and New Jersey region, operating on a fully remote basis.

Service delivery is organized around four core pillars — Bookkeeping & Corporate Accounting, Human Resources, Operational Development, and Business Management — supplemented by add-on offerings for PPP funding, business loan, and grant procurement. The company structures its engagement model around a multi-tier team (Staff Accountant, Controller, Fractional CFO), which it positions as a cost-efficient alternative to hiring a single internal accountant, claiming savings of over 2.5% of income for clients. The Oakley Group employs a structured five-phase "Partnership Journey" onboarding methodology (Discovery, Engagement, Onboarding, Cultivation, Wellness) to manage client integration.

The company has begun incorporating AI capabilities into its bookkeeping workflow, including automated data entry, reconciliation, invoicing, predictive financial forecasting, and fraud detection features, though these appear to be feature-level integrations rather than proprietary model development. Go-to-market is consultative and local: content marketing through blog and social channels (Facebook, LinkedIn), email newsletter, community involvement, and direct outreach via phone (856-491-2060) and website contact form. Pricing is quote-based with monthly billing cadence and is not publicly disclosed. Recognition includes the 2023 Philly 100 Award, Top 50 Women in Accounting, WBE Certification, and Goldman Sachs 10,000 Small Business Program alumni status.

Name

The Oakley Group

Legal name

The Oakley Group

Website

https://theoakleygrp.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

The Oakley Group is a New Jersey-based remote professional services firm delivering outsourced bookkeeping, fractional CFO, HR, and operational development services to small business owners and entrepreneurs across the Delaware, Philadelphia PA, and New Jersey region.

Ownership category

akta.pro rank

Product category

Accounting & HR Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industries

Agent of Record (AOR) / Contractor Engagement Services (BPACAGAB), Sourcing Support & RFx Administration (RFI/RFP/RFQ) (BPAAAJAC)

Keywords

• Bookkeeping services
• Corporate accounting
• Fractional CFO services
• HR consulting
• Small business advisory

Headquarters

HQ city

Sewell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Bookkeeping & Corporate Accounting Services: Comprehensive financial management including vendor/customer management, fractional CFO support, account management, month-end closing, and financial reporting. Revenue generated through ongoing professional service engagements.
2. Human Resources Services: Employee onboarding and records management, timesheet management, staff augmentation, handbook and policy development. Billed as part of ongoing HR service retainers.
3. Operational Development Services: Business process improvement, vendor/customer management, billing and payments, bank reporting, credit management. Delivered as consulting engagements.
4. Business Management Services: Insurance policy management, contractor management, business agreements, and process/policy development services.
5. PPP Funding, Business Loans & Grants Assistance: Assistance in securing Paycheck Protection Program funding, business loans, and grants for clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

The Oakley Group delivers outsourced Bookkeeping & Corporate Accounting, Human Resources, Operational Development, and Business Management services to small businesses. Instead of a single internal hire, clients gain access to a multi-tier team of Staff Accountant, Controller, and Fractional CFO expertise, supported by AI-powered automation for data entry, reconciliation, invoicing, forecasting, and fraud detection.

Product overview

The Oakley Group offers a suite of integrated corporate accounting and HR solutions organized around four core service pillars: Bookkeeping & Corporate Accounting, Human Resources, Operational Development, and Business Management. These services are delivered through a multi-tiered team structure (Bookkeeper, Accountant, Controller, Fractional CFO) to accommodate businesses at different growth stages. Add-on offerings include Secured PPP Funding, Secured Business Loans, and Secured Grants. The company employs a structured Partnership Journey methodology for client onboarding and provides educational content through its blog. AI-powered bookkeeping automation is being developed to enhance service delivery.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping & Corporate Accounting Comprehensive financial management for small businesses including vendor/customer management, fractional CFO support, account management, month-end closing, and financial reporting. Provides access to a full team of experts (Staff Accountant, Controller, Fractional CFO) rather than a single internal accountant.
• Human Resources End-to-end HR management including employee recruitment, onboarding and records, timesheet management, staff augmentation, training and development, employee relations, handbook and policy development, and labor law compliance.
• Operational Development Business process improvement and efficiency gains through vendor/customer management, billing and payments, bank reporting and reconciliation, credit management, and optimization or implementation of new technologies.
• Business Management Strategic oversight including insurance policy management, contractor management, business agreements, resource allocation, team coordination, and process/policy development for long-term operational excellence.
• PPP Funding Assistance Professional assistance in securing Paycheck Protection Program funding for eligible small businesses.
• Business Loans Facilitation Support in acquiring business loans to support client growth and operations.
• Grants Assistance Support in obtaining business grants for qualifying organizations.

Quantifiable outcome

• Save over 2.5% of income compared to hiring a single internal accountant
• +2 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Gloucester County Habitat for HumanitycoreStrategic or Co-development Partner · 1 January 2023Annual Women's Build initiative where The Oakley Group works with Habitat for Humanity to rehab homes within the community. Team members donate their time to support this cause. A key community partnership demonstrating commitment to local housing initiatives.
• Don't Bully Us RescuecoreStrategic or Co-development Partner · 1 January 2023Animal rescue organization The Oakley Group supports through fundraising. CEO Alyssa Fredes won Dancing with the Gloucester County Stars and raised over $60,000 for the organization. Active community partnership supporting animal rescue efforts.
• Angel's OutreachminorStrategic or Co-development Partner · 1 January 2023Charitable organization supported through The Oakley Group's community service and fundraising efforts.
• Ukraine InitiativeminorStrategic or Co-development Partner · 1 January 2023Humanitarian initiative where supplies were sent to Ukraine at the start of the war. The Oakley Group supported this effort with supplies and resources.
• Gloucester County Tornado Relief FundminorStrategic or Co-development Partner · 1 January 2023Disaster relief fund supported through The Oakley Group's community giving program to help those affected by tornado damage.
• Furever as FriendsminorStrategic or Co-development Partner · 1 January 2022Certified Therapy Teams organization providing therapy dog services. The Oakley Group's mascot Oakley was a volunteer therapy dog with this organization, visiting hospitals, schools, libraries, and community programs.
• South Jersey Food BankminorStrategic or Co-development Partner · 1 January 2022Food bank charity supported through employee and client charity initiatives. The Oakley Group participates in fundraising and support activities for the organization.
• Alex's Lemonade Stand FoundationminorStrategic or Co-development Partner · 1 January 2022Childhood cancer foundation supported through The Oakley Group's charitable initiatives.

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Emerging players

• Botkeeper: AI-driven bookkeeping platform paired with human accountants for SMBs; comparable AI-plus-human service concept and customer segment, but with a deeper proprietary software platform.
• Bookkeeper360: Cloud-based bookkeeping and accounting firm serving SMBs with Xero and HubSpot integrations; comparable target market and tech-enabled delivery model, though with broader SaaS tooling than Oakley.

Direct peers

• Bench: Tech-enabled outsourced bookkeeping service targeting U.S. small businesses; directly comparable offering, customer segment, and remote-delivery model to The Oakley Group's bookkeeping and fractional CFO stack.
• Pilot.com: Provides bookkeeping, accounting, and CFO services to startups and SMBs with software-driven workflows; competes head-to-head for the same customer and service mix as Oakley's accounting and fractional CFO offering.
• AccountingDepartment.com: Outsourced accounting department provider for small and mid-sized businesses, offering bookkeeping through controller-level support — directly overlapping Oakley's tiered accounting value proposition.
• Ignite Spot: Outsourced bookkeeping and accounting services for small businesses with remote delivery; comparable service line-up and SMB customer base to Oakley's core bookkeeping practice.
• CFO Hub: Fractional CFO and outsourced finance services firm for small businesses; directly comparable to Oakley's Controller/Fractional CFO tier and small-business customer profile.
• 1-800Accountant: National outsourced accounting, tax, and advisory firm serving small businesses; overlaps Oakley's accounting and advisory services for SMB clients across the U.S.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/theoakelygrp
• LinkedInlinkedin.com/company/the-oakley-group-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Oakley Group