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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 clients.

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

Accounting Services Customized for Private Practice

We are so much more than a tax preparation company; we help you understand how your business is performing and maximize your profitability. We have customized our service packages to include what private practice owners need based on where they are in their private practice journey. The services range from basic monthly accounting all the way to CFO-level services including 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 Profit First for Therapists book release.

Working with GreenOak Accounting has been assuring, professional, easy, and fun.

 

One of my favorite things is how GOA has been great at leading us into financial success in an easy way to understand. They also adapt with us which makes this a collaborative approach that aligns with our mission.

-Dr. Erik Escareño

Wombat Mental Health Services, LLC

Comfortable Office Space

Reach out! It's Like Therapy for your finances.

​Check out our FREE Spending calculator for each stage of private practice!

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