PACKAGES

Basic

Bookkeeping

Full-Service

Accounting

CFO

additional fee

additional fee

Monthly Accounting & Bookkeeping Bank & Credit Card Reconciliations

Dedicated Account Manager

Monthly Financial Reports

Quarterly Financial Review & Strategy Meeting

Phone & Email Support

Payroll Support

Payment Processing Reconciliation

Overhead & Profitability Analysis

Dedicated Account Manager and Senior Accountant

Budgeting & Forecasting

Personal Dashboard & KPI Tracking

Monthly Financial Review & Strategy Meeting

1099 Preparation and W9 Requests

As needed services

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

& ONGOING SERVICE

Business & individual tax return

Profit FIRST  

implementation

profit first

bi-weekly support

steps for working with us

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

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.

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.

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.

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