Your Partner in Profitability
The secret to increasing profitability isn’t always in growth; it is knowing how to interpret and react to accurate financial information.
Your finances are telling a story and if you know how to read it, you’ll know what’s going to happen next. We help you understand your data and make decisions that will amplify your bottom line.
We care about your business and we want to see you succeed! That's why we are committed to giving you financial information in plain English, not accounting gibberish. We'll answer all your questions and we want to be in touch with you as you make financial decisions—not just at the end of the year.
​
Whether you’re looking for ongoing support, one-time consultation or clean-up, or a place to learn how to do it yourself, we can help!
SERVICES
No More Accounting Headaches
We are so much more than a tax preparation company; we help you understand how your business is performing and maximize your profitability. We'll customize your package to include what you need:
-
One-time analysis and consultation
-
Monthly accounting and bookkeeping
-
Budgeting
-
Monthly ratio analysis and target discussion
-
Payroll
-
Cash flow/scenario forecasting
-
Dashboard to measure your KPIs
-
Invoicing/Superbills (direct pay only)
-
Compensation analysis and consulting
-
Tax Preparation
-
Training for you or your staff
-
A responsive lifeline for Quickbooks set-up or troubleshooting
Pay Yourself First AND Have Enough for Everything Else
We are big fans of the Profit First methodology around here. Implement this life-changing strategy and never miss your own paycheck again!!
We'll help you set up the system and work together on a regular basis until you are putting away profit every month!
Avoiding it Won’t Make it Any Better...
If things got a little out of control and the thought of catching up 3, 6, 12, or 24 months worth of transactions is daunting, we'll come to the rescue! A few of our team members are affectionately called "the cleaners" and they love to clean up a messy set of books.
Don’t Waste Time Figuring it Out on Your Own
Feel free to read tons of help articles and stay on hold for 2 hours so you can figure out your Quickbooks question...or call us and we’ll help you in an instant.
Everyone at GreenOak Accounting is a Certified Quickbooks Online ProAdvisor or Advanced ProAdvisor. If you need help troubleshooting or setting up a new account, we're here to help!
Stress-free Tax Time
With our help, you don’t need to worry come tax time. We'll make sure you are compliant while paying the least amount legally possible. What’s more, our strategies will ensure that you have money put away for taxes so payment doesn’t become a savings-sapping scramble.
Contact Us
Get In Touch
Contact Us
Get In Touch
Need to talk?
Schedule a call with
Check out our FREE course on the Financial Stages of Private Practice! (and never miss our updates!)