Empower Your Wealth With Learn and Grow Rich Finance
Your Path to Financial Freedom Starts Here
Who we serve
We help businesses from $1M - $30M+ in gross revenue that are founder led and looking to scale
Why Choose Us?
At Learn And Grow Rich Finance Department, our expert team of CPAs and accountants, led by Zach Oehlman, delivers a full suite of services designed to simplify your finances and accelerate your growth.
Personalized strategies tailored to your goals.
A trusted team of CPAs and accountants supporting Zach’s vision.
Education-driven approach to help you understand and master your finances.
And how did we reach here?
10000+
Bookkeeping Projects
75000+
Tax Returns
160+
People
1000+
Satisfied customers
Finance department outline
Our Unique Approach to Delivering the Best
The Learn and Grow Rich Finance Department Strategy is built on a universal process of business analysis, charting of accounts, processing, quality assurance, reporting, and analytics. Using thissix-step rule, we create a pattern of routine towards holistic business and financial solutions.
What We Do
Me and my team will work side by side with you all the way through to the exit.
I start off by bringing my team of accountants and financial analysis into your business to start getting your finances organized and create financial reporting so we can make educated decisions based on data.
We do this because 82% of businesses fail due to cash flow mismanagement and we have to get the facts of the business before we start moving and changing anything.
While my team is working on organizing the finances you and I start off with getting really clear on what you want your life to look like during and after the sale.
I personally take you through the Vision To Reality Program I created and we create a life that lights you up.
This is important and will be used as a reminder to you when things get tough.
We put a real financial number to your dream life so we have a tangible bench mark for success.
Next I work with you to review your business.
What We Do
Once I have a thorough understanding of your business I will build a financial projection model to determine if your business model and current offers are scalable.
Family Office
Where personal wealth gets protected, multiplied, and transferred — beyond what your CPA covers
What is your Family Office?
Your business is creating wealth. The Family Office is how you protect, multiply, and transfer it. At $1M revenue you can manage this with a CPA and a will. At $10M, the same setup quietly costs you 6-figure mistakes — in taxes you didn't know you were paying, in estate friction your family inherits, in liabilities the business is silently exposed to.
The Universe — What Family Offices Handle
FOUNDATION
Everyone needs these — start here, regardless of stage
Estate Planning
How your wealth transfers when you can't direct it yourself
Last will & testament
Revocable living trust
Beneficiary designations
Power of attorney
Healthcare directives
Tax & Entity Structure
Entity strategy, jurisdictional planning, tax-efficient vehicles
Business entity structure
Personal holding company
Jurisdictional planning
Retirement vehicles
Tax-loss harvesting
Insurance & Risk Coverage
What protects the downside when something goes wrong
Life & disability
Umbrella liability
Key-person insurance
D&O and E&O
Cyber & property
Wealth Advisory
Where the money sits, how it grows, who manages it
Investment policy statement
Asset allocation
Financial planning
Family CFO
Liquidity planning
STEWARDSHIP
Essential as wealth compounds and complexity grows
Succession Planning
What happens to the business + wealth when leadership changes
Business succession plan
Management continuity
Key-person continuity
Generational transfer
Buy-sell agreements
Liquidity & Cash Management
Working capital, reserves, and access to capital when needed
Cash reserves policy
Treasury management
Line-of-credit access
Working-capital separation
Personal vs business cash
Family Governance
How the family makes decisions about wealth, together
Family constitution
Decision rights
Conflict resolution
Family meetings
Next-gen onboarding
Reporting & Documentation
The single source of truth across everything you own
Consolidated balance sheet
Monthly close
Document vault
Audit trail
Annual review cadence
LEGACY
Becomes meaningful at higher stages and longer horizons
Philanthropy & Giving
How wealth becomes impact beyond your family
Donor-advised fund (DAF)
Private foundation
Giving strategy
Legacy projects
Tax-efficient giving
Legal Counsel & Compliance
Ongoing legal infrastructure that scales with you
Counsel relationships
Contract management
IP protection
Regulatory filings
Litigation readiness
Lifestyle & Privacy
Protecting what high-net-worth life makes visible
Physical security
Digital privacy
Concierge services
Premium services
Asset titling for privacy
Health & Longevity
Treating health as the highest-leverage asset you own
Concierge medicine
Comprehensive screening
Longevity protocols
Mental health & resilience
Healthspan investments
We also give you personalized recommendations on what to focus on now, and the impact of acting vs. not acting. We share impact. You decide.
What others are saying
Served 1000+ customers in these areas…
Offering solutions for small and medium sized businesses. We combine cutting-edge technology with personalized strategies to ensure your financial success.
Bookkeeping & Accounting
Accurate, real-time financial records to keep you in control. We use tools like QuickBooks, Xero, and more to streamline your books.
Tax Preparation & Planning
Maximize savings and ensure compliance with expert tax strategies tailored to individuals and businesses.
Financial Reporting
Clear, actionable reports—profit and loss, balance sheets, and cash flow statements—to guide your decisions.
Virtual CFO Services
Strategic financial guidance to help businesses scale without the cost of a full-time CFO.
Industry-Specific Solutions
Specialized services for restaurants, real estate, e-commerce, and more, addressing unique challenges like inventory or compliance.
Payroll & HR Support
Efficient payroll management and compliance solutions powered by platforms like Gusto.
Our services are built on the Learn And Grow Rich philosophy: we don’t just manage your numbers; we teach you how to leverage them for long-term wealth. Let our team handle the complexities while you focus on growing rich.
At Learn And Grow Rich Finance Department, we’re not just another accounting firm
we’re your gateway to financial empowerment. Led by Zach Oehlman, our team of seasoned CPAs and accountants brings decades of experience to deliver results that transform lives and businesses.
Proven Expertise
Our behind-the-scenes team has served hundreds of clients across the US and Canada, from startups to established businesses.
Personalized Approach
We tailor every solution to your unique goals, ensuring you get the guidance you need to succeed.
Education-First Mindset
We empower you with the knowledge to understand your finances, making you a confident decision-maker.
Cutting-Edge Technology
From cloud-based accounting to real-time dashboards, we use tools like QuickBooks, Xero, and POS integrations to keep you ahead.
Client-Centric Focus
Your growth is our priority. We measure our success by the wealth and stability you achieve.
Cost-Effective Solutions
Get premium CPA services at a fraction of the cost, allowing you to invest more in your future.