At GreenOak Accounting, we’re not just keeping your books — we’re helping you make smarter decisions. Our services are built to evolve with your practice, from solo clinician to thriving group, providing the right level of financial partnership at every stage.

We take the stress out of tax season by handling all business and personal tax filings. You can rest easy knowing everything is done accurately, on time, and in full compliance.

Our proactive approach to tax strategy means no surprises when April rolls around. We help you forecast your tax liability, plan quarterly payments, and identify opportunities to minimize taxes throughout the year — so you can plan, not panic.

As your practice grows, we become your financial thought partner. We go beyond the reports to help you interpret what’s happening in your business, model scenarios, and plan for the future. Together, we analyze compensation structures, forecast cash flow, and make informed decisions around hiring, expansion, and profitability.

Our team helps you see around corners. Through forecasting, budgeting, and data-driven insights, we help you set targets and develop action plans to reach them. Whether you’re preparing for your first hire, evaluating a second location, or planning for long-term sustainability, we’ll help you build a financial roadmap with clarity and confidence.

As Certified Profit First Professionals, we teach and implement a proven cash management system tailored for private practices. You’ll gain structure, consistency, and the peace of mind that comes from knowing exactly where your money should go — and that you’ll always pay yourself first.