What Comes With Your Service

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.

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.

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. ​​​​​​​​​​​​​​​​​​​

At GreenOak Accounting, we combine a team-based approach with dedicated support. Your dedicated accounting specialist is an expert in small business finance who takes the time to understand your practice inside and out. They serve as your primary point of contact, ensuring clear communication and reliable support from a team that knows your business. Learn more about our team on our About page.

Our team supports you in planning compensation for your team and provides strategic recommendations designed to support long-term profitability and sustainability. A specialized calculator is available to compare multiple scenarios when changes are being considered. This service is offered on an as-needed basis to support informed decisions.

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.)

As a Core client, you have access to two Advisory Check-Ins each year, available to use whenever it makes sense for you—after a major change, before planning something new, or anytime you want a deeper check-in. These client-initiated sessions provide focused support and thoughtful guidance to help you move forward with confidence.​

Participate in monthly live Q&A sessions where you can ask questions, get real-time answers from GreenOak accountants, and learn alongside other practice owners in a supportive environment. In addition, we host quarterly interactive workshops focused on the business side of practice ownership, covering topics such as financial literacy, taxes, business structure, key metrics, and more—helping you make informed, confident decisions year-round.

We’ve developed proprietary Success Ratios for private practices based on years of analyzing the habits of high-performing practice owners. We measure your business against these benchmarks to highlight strengths and identify areas for improvement.

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.

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.

Our standard financial 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. Together, these reports give you clear visibility into your financial performance and support informed, confident decision-making.

At GreenOak Accounting, we combine a team-based approach with dedicated support. Your dedicated accounting specialist is an expert in small business finance who takes the time to understand your practice inside and out. They serve as your primary point of contact, ensuring clear communication and reliable support from a team that knows your business. Learn more about our team on our About page.

Our team evaluates your existing compensation structure and provides strategic recommendations to support profitability and long-term sustainability as your practice grows. This service is available on an as-needed basis to help you assess changes, address challenges, and make informed compensation decisions with confidence.

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.)

For CFO clients, our Financial Review & Strategy Meeting occurs monthly, offering a higher level of ongoing support. These meetings provide a deeper dive into your financial performance, ensuring that strategic decisions are informed by the most current data.

Our custom-built Practice Performance Tracker brings together data from your financial statements, payroll system, and EHR to provide a complete view of your practice. It tracks key financial metrics, team capacity, and performance while measuring progress toward your goals. By comparing your results to our Success Ratios, you gain clear insight into what’s working and where there are opportunities to improve.

We help you plan ahead with a 12-month financial outlook built around your team capacity, expected sessions, anticipated hires, and potential changes.This forecast informs a comprehensive business budget, providing a clear framework to guide spending, support strategic decisions, and navigate growth with confidence.

Your Financial Dashboard displays essential practice metrics including Gross and Net Income (over the past 12 months), Cash on Hand, Average Fee per Session, Average Profit per Session, and Cash Reserves. This real-time dashboard brings your most important numbers into one clear view, helping you track performance and stay oriented as your practice evolves.

Tax planning is a proactive process that can significantly impact your bottom line. Our Tax Team collaborates with you to develop a tailored tax strategy—evaluating deferred payments, tax credits, and potential deductions. This review is conducted annually (between May and October to avoid the rush of tax season) so you can implement only the items that make sense for your practice.

Following your annual review, you’ll have a dedicated meeting with a member of our tax team. This session is your opportunity to discuss the specifics of your tax plan, ask questions, and understand how tailored tax strategies can benefit your practice throughout the year.​​​​​​​​​​​​​​​​​