GreenOak Accounting

At GreenOak Accounting, we're a team of accountants, tax professionals and bookkeepers that specialize in helping private practice owners. We have worked with hundreds of clients throughout the United States to help them reach their financial goals. Our team can help you gain a better understanding of your business finances, so you can focus on what matters most—your clients. We are so much more than a tax preparation company; we help you understand how your business is performing and maximize your profitability. We have customized our service packages to include what private practice owners need based on where they are in their private practice journey. The services range from basic monthly accounting all the way to CFO-level services including compensation analysis and forecasting. With our help, you don’t need to worry come tax time. We'll make sure you are compliant while paying the least amount legally possible. What’s more, our strategies will ensure that you have money put away for taxes so payment doesn’t become a savings-sapping scramble. If things got a little out of control and the thought of catching up 3, 6, 12, or 24 months worth of transactions is daunting, we'll come to the rescue! A few of our team members are affectionately called "the cleaners" and they love to clean up a messy set of books. Save your precious time and energy with our responsive Quickbooks support. Everyone at GreenOak Accounting is a Certified Quickbooks Online ProAdvisor or Advanced ProAdvisor. If you need help troubleshooting or setting up a new account, we're here to help! Save your precious time and energy with our responsive Quickbooks support. Everyone at GreenOak Accounting is a Certified Quickbooks Online ProAdvisor or Advanced ProAdvisor. If you need help troubleshooting or setting up a new account, we're here to help! Save your precious time and energy with our responsive Quickbooks support. Everyone at GreenOak Accounting is a Certified Quickbooks Online ProAdvisor or Advanced ProAdvisor. If you need help troubleshooting or setting up a new account, we're here to help! Pay yourself and have enough for everything else! We are Profit First Certified Professionals and strongly encourage the use of the Profit First methodology. Implement this life-changing strategy and never miss your own paycheck again! Learn More about the Profit First for Therapists book release.

Ginger Houghton
5 Star
I can't say enough positive things about Green Oak. Jess and Julia have helped me get over my money fears to really get a great handle on what is going great and what needs improvement at my group practice. They are patient and helpful and explain things in a way that anyone can understand. They have really helped me level up as a leader and have also helped me level my practice up. If you're on the fence, Green Oak is worth every penny.
Thursday 18th January 2024

Kate Fish
5 Star
When I started working with GreenOak Accounting in 2020 I immediately felt relief from the stress that managing my business's finances was causing me. I am so grateful for Kelly and the entire team, who have now seen my practice grow to over 30 employees and reach goals I never could have imagined. I confidently trust the advice of Kelly and fully believe that the Profit First model is one of the reasons my practice is financially sound. I fully recommend GreenOak Accounting to any other therapy practices!
Wednesday 8th November 2023

Alycia Burant
5 Star
If you want to take your financial situation from bleak to bright, GreenOak is the best choice! They came into my life when my business was struggling financially because I had no concept of profit and loss, savings, forecasting for the future! I really didn’t know what a mess the books were in at the time and how a bookkeeper could really change the trajectory of my company. The proof is in the profit! Julie told me in our first meeting and she was right! “I couldn’t afford NOT to hire them!” I didn’t know how I was going to pay for them but I was at a crossroads and I’m forever grateful for Julie and her team, especially Carolyn at GreenOak. I can confidently make decisions to run my business efficiently allowing us to serve our community and take care of my team.
Wednesday 29th November 2023

David Goode-Cross
5 Star
I was initially hesitant to spend money on hiring a firm to do my bookkeeping, but I'm so glad that I did. The stress and time saved by outsourcing the everyday money-related tasks has been well worth it. GreenOak Accounting has been awesome! Carolyn made implementing the Profit First system in my practice very easy. She's always provided me with up-to-the-minute information about how my business is doing and gives me great advice on big money moves I want to make. I cannot say enough about how amazing my experience with GreenOak Accounting has been!
Thursday 14th July 2022

Laura Sutherly
5 Star
As my business grew, I realized that I needed support with my invoicing and bookkeeping. Julie and Kelly have made a huge difference to our team! They are such a joy. I'd recommend their services to small business owners!
Monday 27th November 2023