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CORE
Ideal for practices with 3 or less clinicians, excluding the owner. Our team handles all the bookkeeping in your practice, and you have access to accountants that specialize in working with the mental health industry.
Monthly Accounting & Bookkeeping
Email Support
Monthly Financial Reports
Designated Accounting Specialist
Compensation Setup & Support
Payroll Support
Biannual Meetings
KPI Tracking
Live Q&As & Financial Workshops
Access to Tax & 1099 Preparation Services
FULL
Ideal for group practices. Our team handles all the bookkeeping in your practice, and you have access to accountants that specialize in working with the mental health industry.
Monthly Accounting & Bookkeeping
Email Support
Monthly Financial Reports
Designated Accounting Specialist
Compensation Setup & Support
Payroll Support
Quarterly Financial Review & Strategy Meeting
KPI Tracking
Practice Performance Tracker
Access to Tax & 1099 Preparation Services
CFO
In addition to every benefit included in our Full Service Monthly package, our CFO Monthly package is designed for practices seeking a strategic financial partner with enhanced support.
Monthly Accounting & Bookkeeping
Email Support
Monthly Financial Reports
Designated Accounting Specialist
Compensation Setup & Support
Payroll Support
Monthly Financial Review & Strategy Meeting
KPI Tracking
Practice Performance Tracker
12-month Forecast & Budget Tracking
Financial Dashboard
Annual Tax Planning Review
Tax Planning Meeting
Access to Tax & 1099 Preparation Services
tax services
Our full-service tax team works closely with your accounting team to provide coordinated, reliable tax support. With a designated group of tax professionals who understand private practices, we assist with a wide range of needs throughout the year—not just at filing time.
Tax Return preparation
Estimated Tax Calculation
1099 Preparation
Tax Planning
Valuations & Exit Planning
S-Corp Evaluation & Election
Tax Resolution Services
CORE SERVICE
Monthly Accounting & Bookkeeping
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
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.
Designated Accounting Specialist
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.
Compensation Setup & Support
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.
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.)
Biannual Meetings
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.
Live Q&As & Financial Workshops
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.
KPI Tracking
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.
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FULL SERVICE
Monthly Accounting & Bookkeeping
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
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. Together, these reports give you clear visibility into your financial performance and support informed, confident decision-making.
Designated Accounting Specialist
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.
Compensation Setup & Support
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.
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.)
Financial Review & Strategy Meeting
For our Full Service clients, we conduct a quarterly Financial Review & Strategy Meeting. In these sessions, we review your financials, discuss emerging trends, celebrate wins, and address any challenges—helping to keep your practice on track.
KPI Tracking
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.
Practice Performance Tracker
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.
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cfo SERVICE
Monthly Accounting & Bookkeeping
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
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 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.
Designated Accounting Specialist
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.
Compensation Setup & Support
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.
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.)
Monthly Financial Review & Strategy Meeting
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.
Practice Performance Tracker
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.
12-Month Forecast & Budget Tracking
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.
Financial Dashboard with KPI Tracking
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.
Annual Tax Planning Review
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.
Tax Planning Meeting
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.
tax services
Our full-service tax team works closely with your accounting team to provide coordinated, reliable tax support. Tax services are offered exclusively to GreenOak Accounting active monthly clients and are structured as separate engagements with additional fees applying.
We support a wide range of tax needs beyond filing, including business and personal tax return preparation, 1099 preparation, proactive tax planning, valuations, reasonable compensation analysis for S-Corp owners, S-Corp evaluations, estimated tax calculations, and tax resolution services.