PACKAGES

Basic

Full Service

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

Business Analysis

Dedicated Account Manager &
Senior Accountant

Budgeting & Forecasting

Personal Dashboard & KPI Tracking

Monthly Financial Review &
Strategy Meeting

1099 Preparation & 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

1

Consultation

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

2

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.

3

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.

4

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.

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