PACKAGES

Solo

Full Service

CFO

Quarterly

Quarterly

Monthly

Additional Fee

Additional Fee

Monthly Accounting & Bookkeeping
Bank & Credit Card Reconciliations

Monthly Financial Reports

Dedicated Accounting Specialist

Phone & Email Support

Ongoing Financial Review & Strategy Meeting

Practice Performance Tracker

Payroll & Compensation Support

Dedicated Senior Accountant

18 Month Forecasting (updated quarterly)

Budgeting (updated quarterly)

Financial Dashboard & KPI Tracking

Annual Tax Planning Review

Annual Tax Planning Meeting (with our Tax Team)

W9 Requests & 1099 Preparation

Package add-ons

Every business is unique. That’s why we customize your pricing to your needs on an a la carte basis.

Quickbooks online subscription & setup

Payroll setup

Business & individual tax return

Profit FIRST  
implementatioN

profit first

bi-weekly support

steps for working with us

Consultation

We'll assess your needs, review your accounting practices & systems, and then identify the challenges & opportunities.

1

kICK-OFF MEETING

We'll establish a clear timeline and milestones for getting your accounting up to date. You'll know when your input is needed and when you can expect to hear from us.

2

cHECK-IN

Now that your accounting is up to date, we'll present your profitability analysis and forecast (if applicable). We'll review the maintenance process so everyone is on the same page.

3

MAINTENANCE

Your books are up to date and you have a clear vision for your financial future. We'll be available year-round to answer your questions and support your business.

4

GreenOak Accounting
8140 Ashton Avenue, Suite 107
Manassas, VA 20109
P. (571) 208-2065
info@greenoakaccounting.com