For Fractional CFOs

Make AI Advisory Your Firm’s Next Competitive Advantage.

Who we are

Big Four Expertise.Your Competitive Advantage.

Former Big Four partners and enterprise AI engineers, working behind your firm so you can win new clients and grow recurring revenue — without hiring.

Big FourFounded by former partners

$180M+In value creation engagements

Fortune 500Engineering talent

3 DaysTo launch your AI advisory practice

Advisory Experience

What we do

Find it. Win it. Deliver it.

Getting started takes about an hour of your time. Our team does the rest, under your firm's brand.

We find the opportunity.

We find where AI can grow client revenue, cut costs, and boost profit.

We help you win the business.

We handle solution design, pricing, proposals, and technical sales support under your firm's brand.

We build. You earn.

We deliver and support the solutions. You keep the client relationship and earn from every project.

Get Started

Example agents

Answers every call, books estimates and calls old leads back.

Roofing case study

01 / 03

Phone answering agent

<2%

of calls missed, down from 32%.

AnsweredMissedAnswered by the AI agent

Handles returns, daily reports, stock checks and supplier follow-ups across every sales channel.

E-commerce operations case study

01 / 03

Operations agent

4.5hours a week

of manual operations work, down from 32.

Manual workHours a weekAI agentReturns · reports · stock

Reviews every sales call to find where customers drop out, so the owner can fix it.

SOS Plumbing case study

01 / 03

Call analytics

95bookings

in 90 days, up from 20, after adopting AI-recommended pipeline fixes.

Blocker found$399 call-out feeFee droppedBookings climb

Booked beforeBooked after the fix

01 / 03

Phone answering agent

<2%

of calls missed, down from 32%.

AnsweredMissedAnswered by the AI agent

Technology Partners

Built to keep your clients’ data secure

We build every solution on SOC 2 Type 2-certified technology, and set each engagement up around the AICPA Code of Professional Conduct and your state board’s rules, so adding AI advisory never puts your license, your independence or your clients’ information at risk.

AICPASOC 2Certified tech
AICPACode of Conduct
StateBoard Rules
WrittenConfidentialBy contract
ZeroClient Funds Held

About Oakspring Labs

Big Firm Capabilities. Small Firm Agility.

At the Big Four, we saw firsthand how AI advisory transformed existing client relationships into multimillion-dollar revenue opportunities. Now, those same firms are racing to automate their services, lower delivery costs, and move downmarket, putting independent CPA firms and fractional CFOs directly in their sights.

We founded Oakspring Labs because we saw an opportunity to turn that threat into a competitive advantage. Your clients are already investing in AI, and the firms that act now stand to capture a significant new revenue stream.

Oakspring gives boutique and regional CPA firms and fractional CFOs the same AI advisory and engineering capabilities as the Big Four, delivered entirely under their own brand. We identify the opportunities, help win the engagements, and handle implementation and ongoing support.

100%Fully Managed Advisory

ZeroAdditional Hires Required

3 Daysto Launch your AI Advisory Practice

Make AI Advisory Your Firm’s Next Competitive Advantage.

Big Four Expertise.Your Competitive Advantage.