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Every practice deserves to be profitable.

At GreenOak Accounting, we're a team of accountants, tax professionals and bookkeepers that specialize in helping private practice owners. We have worked with hundreds of clients throughout the United States to help them reach their financial goals. Our team can help you gain a better understanding of your business finances, so you can focus on what matters most—your patients.

Services

Our services are designed to support you and your team. Whether you’re looking for ongoing support, a one-time consultation, or a full accounting clean-up, we're here to help!

Resources

We want you to feel informed and empowered in your practice's financial health. Whether you're our client or just passing through, we've got the educational resources you need.

Packages

We understand it's often hard to know what you need. We've built multi-tiered service packages to uniquely benefit mental health professionals, reflecting industry-specific conditions.

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We Believe in Helping You Make Informed Financial Choices.

We happily provide

Customizable Accounting Services

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 including services ranging from basic monthly accounting all the way to compensation analysis and forecasting.

Stress-Free Tax Assistance

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.

Optimized Bookkeeping

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.

QuickBooks Support

Save your precious time and energy with our responsive Quickbooks support. 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!

Profit First Methodology

Pay yourself and have enough for everything else! We are Profit First Certified Professionals and strongly encourage the use of the Profit First methodology. Implement this life-changing strategy and never miss your own paycheck again! Learn More about the upcoming Profit First book release.

We have been beyond satisfied with GreenOak Accounting! Everyone on the team is organized and knowledgeable and we feel like we are in very good hands.

Mindy S

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Reach Out

It's Like Therapy for your finances

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