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STANDARD SERVICE
Monthly Accounting & Bookkeeping
We’ll review and process the transactions flowing into QuickBooks from your bank feed, drawing on our experience working with many practices to accurately categorize the vast majority of activity. If anything requires clarification, it will be placed in “Uncategorized Expenses,” which you’ll receive as a report at the end of the month so you can easily provide any needed details.
Bank Account Reconciliation
We’ll compare your bank and credit card statements to the transactions in QuickBooks. This ensures that every transaction is captured and that your QuickBooks file matches your bank and credit card balances for fully accurate books.
Email Support
Our team is always available to answer your financial questions. Reach out at any time, and we aim to respond within one business day. Please note that during peak periods—such as year-end or tax season—response times might be slightly longer.
Monthly Financial Reports
Our standard reports provide a wealth of information—including a Profit & Loss statement, Balance Sheet, detailed Profit & Loss analysis, and a list of uncategorized transactions requiring your input.
Payroll Support
Managing payroll can be complex. We provide hands-on support—from onboarding new employees/contractors to setting up seamless integrations between your payroll system and QuickBooks Online. We’re also here to help resolve any payroll notices you may receive. (Additional fees may apply for time-intensive corrections or resolutions.)
CLINIC ESSENTIALS
Financial Dashboard
See your financial health at a glance with our proprietary dashboard, designed to track your most important numbers in one place. Monitor trends, identify opportunities, and clearly see how your practice is evolving over time—so you can make confident, data-driven decisions.
Quarterly Individualized Financial Recap Video
Each quarter, you’ll receive a personalized video summarizing your key financial results, highlighting important changes and trends. This clear, easy-to-follow recap helps you understand the story behind the numbers and stay aligned with your financial goals.
Compensation Support
Our experts evaluate your current compensation structure and recommend strategies to enhance profitability and sustainability. If you’re considering changes, we offer a specialized calculator to help you compare multiple scenarios. This service is provided on an as-needed basis to help you make informed decisions.
Live Q&As
Join our live Q&A sessions designed for practice owners. Get real-time answers from GreenOak’s expert accountants, gain practical insights, and learn from the questions and experiences of fellow owners—all in a supportive, collaborative environment. This is your direct access to industry experts, live.
Financial Workshops
Join GreenOak’s financial workshops for hands-on guidance that turns financial knowledge into action. From understanding your numbers to planning for growth, our expert-led sessions give practice owners clear strategies they can use immediately.
SOLO BOOKKEEPING
QuickBooks Online Setup
We set up your new QuickBooks Online account correctly from the start, ensuring your accounts are organized, accurate, and ready to support clean financial reporting and ongoing bookkeeping. We also catch up the current year so your new QBO account is fully up to date.
Monthly Bookkeeping & Reconciliation
We process every transaction and complete comprehensive reconciliations for your bank, credit card, and loan accounts. Reconciling these accounts against your statements not only prevents errors but also ensures that your financial records are accurate and up-to-date—providing you with a clear, real-time snapshot of your practice’s financial health.
Email Support + Live Q&As
Stay connected to our team and get the answers you need, when you need them. Email us anytime with financial questions and receive thoughtful, timely responses. You’ll also be invited to live Q&A sessions where you can ask questions directly, gain clarity from real-world scenarios, and build confidence alongside other practice owners—so you never feel stuck or alone in your financial decisions.
Financial Reports
You’ll receive clear, organized reports every quarter in a secure drive you can access anytime. Each package includes key financial statements—Profit & Loss, Profit & Loss Detail, Uncategorized Income/Expenses, and Balance Sheet—giving you reliable insight into your practice’s performance and the confidence to make informed decisions.
Quarterly Workshops
We know solo practice owners want to build confidence and clarity through a deeper understanding of their finances—and we love teaching our clients. Our quarterly workshops are designed to strengthen your financial knowledge and help you make smarter, more informed decisions for your practice.