Oberlander and Co

• Office address: 747 Chestnut Ridge Road, Suite 302, Chestnut Ridge, NY 10977
• Main phone: 845-262-6685
• Fax: 845-213-4640
• Email: team@oberlanderandco.com
• Typical clients: small and medium-sized businesses and entrepreneurs.
• Primary service areas: Rockland County, the Hudson Valley and the New York metropolitan area.

How Oberlander and Co works with clients

• Maintains strong, personal relationships with clients.
• Provides down-to-earth, no-nonsense advice.
• Focuses on accurate, high-quality work and timely responses.
• Takes a proactive approach, reaching out periodically rather than only at year-end.
• Uses technology such as video conferencing, secure portals, file sharing and remote support to make working together easier.

Core values

Oberlander and Co highlights the following core values:

• Integrity – Honest and open, with consistency between beliefs and behavior, and strong follow-through.
• Humility – Gives before getting, treats every interaction as an exchange of value, and respects every person.
• Good EQ – Understands people and situations, is kind in character yet purposeful and results-driven.
• Positive attitude – Maintains a can-do mindset, sees talents in others and looks for the good in situations, and adapts to change.
• Open-mindedness – Willing to consider new ideas, question the status quo and balance their own needs with others.

Leadership and team

• Jacob I. Oberlander, CPA – Team Leader and CEO
• Founder and team leader, supporting the team and advising growing business owners on planning, clarity and growth.
• In the accounting field since 2007; became a Certified Public Accountant in 2012.

• David Eigner – Virtual CFO
• Serves as a fractional CFO for clients.
• Reviews financials, builds business forecasts and helps with cash flow planning.
• Develops workflows and automation to optimize books for accuracy and speed.

• Connie Oberlander – Senior Accountant and Bookkeeper
• Focuses primarily on real estate entities.
• Oversees stand-alone personal tax returns and serves as Controller for Oberlander and Co.

• Rachel Friedman – Accounting and Tax Supervisor
• Reviews tax returns to ensure high standards.
• Mentors team members and assists with QuickBooks and other accounting issues.

• Mindy Meisels – Senior Accountant
• Helps and mentors clients with QuickBooks and Rent Manager.
• Assists clients with tax planning and serves as sales intake and phone triage.

• Yehudis Goldberger, CPA
• Has extensive experience in real estate accounting and Rent Manager.
• Works with clients on tax strategies with federal and state governments.

• Goldy Friedman – Senior Accountant
• Helps clients with accounting needs using QuickBooks Desktop and QuickBooks Online.
• Works with complex inter-company activity and multi-currency.
• Has assisted clients in obtaining government assistance such as PPP, Employee Retention Credit and EIDL.

• Shaindy Oberlander – Executive Assistant and Admin
• Serves as executive assistant and handles special projects.
• Edits the firm's video series explaining accounting and CFO topics.

Referrals and careers

• Client referrals are an important source of new business for Oberlander and Co.
• The firm welcomes inquiries from professionals interested in career opportunities with growth potential.

Accounting approach

• Treats accounting as an ongoing management tool, not just a year-end function.
• Focuses on making your numbers accurate and meaningful so you can make better decisions.
• Reviews and improves your accounting workflows so that they support, rather than slow down, your operations.

Technology and automation

Oberlander and Co describes itself as a team of tech-savvy accountants and offers help with:

• Reviewing your current accounting apps and setup.
• Revising workflows to reduce manual data entry.
• Implementing automation so you spend less time on bookkeeping tasks.
• Helping you save significant manual accounting work when your books are set up correctly.

Support for bookkeepers and accounting staff

• Provides accounting "tune-ups" for newly hired bookkeepers.
• Offers guidance and training on tools such as QuickBooks and Rent Manager.
• Helps ensure that your accounting system is configured correctly so you can rely on the reports.

Who this service is for

These services are aimed at business owners and internal accounting teams who:

• Feel they are spending too much time on accounting and bookkeeping.
• Want more reliable and useful financial reports.
• Need help optimizing or restructuring their accounting systems.

Services – Tax and Compliance

Oberlander and Co provides tax and compliance services designed to make the tax process as seamless and strategic as possible.

Tax preparation and filing

• Prepares tax returns with an emphasis on accuracy and quality.
• Reviews returns carefully before delivery to maintain high standards.
• Handles stand-alone personal tax returns as well as business-related filings.

Tax planning and strategy

• Works with clients throughout the year, not only at filing time.
• Helps maximize deductions in line with applicable tax rules.
• Focuses on avoiding common audit red flags.
• Assists clients in making strategic tax moves and planning ahead so they know what to expect when it is time to file.
• Provides tax strategy support for real estate clients and other specialized situations.

Compliance support

• Helps clients stay in compliance with federal and state tax requirements.
• Assists in organizing the documentation needed to support filings.
• Provides guidance on how tax rules apply to your business so you can make informed decisions.

Ongoing communication

• Engages with clients during the year to answer questions and review situations as they develop.
• Encourages clients to reach out whenever they are considering decisions with tax implications.

Services – Virtual CFO and Advisory

Oberlander and Co offers Virtual CFO and advisory services for small and medium-sized businesses.

What Virtual CFO and advisory services cover

• Connects your business with professional accountants and tax experts.
• Helps craft a financial plan for the future of your business.
• Provides insights into what is behind your numbers, not just the numbers themselves.
• Reviews financial statements and performance with a focus on clarity and decision-making.
• Assists with business planning, budgeting and cash flow planning.
• Helps design workflows and automation to improve the accuracy and speed of your bookkeeping and reporting.

How clients typically work with the Virtual CFO

• As a fractional CFO, Oberlander and Co steps into the CFO role for growing businesses that need high-level financial guidance without hiring a full-time CFO.
• The Virtual CFO can build complex business forecasts and models based on your actual data.
• Guidance is focused on helping owners understand their financial picture and use it to grow their business.

Who this service is for

Virtual CFO and advisory services are aimed at:

• Business owners and managers who want deeper insight into their financials.
• Companies that are growing and need more structure around budgeting and cash flow.
• Teams that want help building better processes, systems and reporting around their finances.

You can contact the firm in the following ways:

• Contact form: Complete and submit the contact form on the Oberlander and Co website. This is the primary recommended way to start a conversation.
• Phone: Call the main office line at 845-262-6685.
• Email: Send an email to team@oberlanderandco.com.

Office details

• Firm name: Oberlander and Co
• Office address: 747 Chestnut Ridge Road, Suite 302, Chestnut Ridge, NY 10977
• Main phone: 845-262-6685
• Fax: 845-213-4640
• Email: team@oberlanderandco.com

Response times

• The firm typically responds to inquiries within one business day.
• Response times may be longer during the height of tax season.

If you are unsure whether Oberlander and Co is the right fit for your needs, you are encouraged to reach out and discuss your situation with the team.

According to the workshop description, it is aimed at:

• Business owners, managers or anyone in a leadership position.
• Businesses that have been operating for around three years or more.
• Teams with at least five people.
• Leaders who are eager to take their business to the next level.

In some cases, people who do not meet all of these criteria may still be a fit; prospective participants are encouraged to reach out to discuss their specific situation.

Topics covered

The workshop is described as a crash course in key areas of running a business. Topics include:

• Business processes – How to set up your business for success with the right people, structure and processes, and how to better manage your time.
• Technology – Apps and tools that can help your team be more productive, best practices for using them and key concepts in office technology and cybersecurity.
• Accounting and finance – How to read financial reports, create a budget and set goals for cash flow planning.

(Tax topics are not part of this workshop; tax is covered separately in other educational offerings.)

Format and experience

• The workshop is held in person rather than remotely, to encourage focus and participation.
• The format is lecture-style with an interactive slide presentation.
• Participants are encouraged to engage and answer questions during the sessions.
• Live questions are taken as time allows; remaining questions can be addressed during lunch or after the talks conclude.

Networking opportunities

• Doors open before the formal start time to allow for informal networking.
• Additional networking time is set aside during breaks, such as the lunch break.
• The workshop is designed for a small group setting so participants can connect with the speakers and with one another.

Location and details

• The workshop is planned for a central location in Rockland County, New York.
• Specific dates, times, pricing and registration details are announced by Oberlander and Co for each workshop.

For current workshop availability and registration information, please contact Oberlander and Co directly or visit the Business Management Workshop page on the firm's website.

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