GreenOak Accounting LLC
@greenoakaccounting.com
From day-to-day accounting to high-level financial strategy, our services are designed to support private owners at every stage of growth. We Proudly Provide Accounting Services Designed for Private Practice At GreenOak Accounting, we’re not just keeping your books — we’re helping you make smarter decisions. Our services are built to evolve with your practice, from solo clinician to thriving group, providing the right level of financial partnership at every stage. Comprehensive Accounting We handle every aspect of your accounting so you don’t have to think about it. Our team manages your books, reconciliations, and reports — all with accuracy and consistency — so you always have reliable data for decision-making. When you review your financials, you’ll be amazed at how much insight they provide into your practice’s performance. Tax Preparation We take the stress out of tax season by handling all business and personal tax filings. Tax Planning Our proactive approach to tax strategy means no surprises when April rolls around. We help you forecast your tax liability, plan quarterly payments, and identify opportunities to minimize taxes throughout the year — so you can plan, not panic. Strategic CFO Services As your practice grows, we become your financial thought partner. We go beyond the reports to help you interpret what’s happening in your business, model scenarios, and plan for the future. Together, we analyze compensation structures, forecast cash flow, and make informed decisions around hiring, expansion, and profitability. Forward-Looking Financial Strategy Our team helps you see around corners. Through forecasting, budgeting, and data-driven insights, we help you set targets and develop action plans to reach them. Whether you’re preparing for your first hire, evaluating a second location, or planning for long-term sustainability, we’ll help you build a financial roadmap with clarity and confidence.
GreenOak Accounting LLC's Company Logos
GreenOak Accounting LLC's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#CD9A6F
Antique Brass
205, 154, 111
27, 48, 62
0, 25, 46, 20
#F3B278
Rajah
243, 178, 120
28, 84, 71
0, 27, 51, 5
#414141
Tundora
65, 65, 65
0, 0, 25
0, 0, 0, 75
About GreenOak Accounting LLC
Greenoak Accounting is a dedicated team of accountants, tax professionals, and bookkeepers specializing in helping private practice owners in the mental health industry. We understand the unique financial challenges that therapists and mental health providers face, and we are here to make a difference in their profitability and overall business health. With our specialized knowledge, we can help practice owners navigate the complex world of financial decisions that come with running a business, allowing them to focus on what matters most—their clients and the community they serve.
Our services include accounting, tax support, payroll partnership with Gusto, and online courses like the Money Matters in Private Practice course. We also offer the Therapy for Your Money podcast, where Julie Herres, our founder, shares insights on money and finance in private practice. At Greenoak Accounting, we believe in creating an inclusive work environment where our diverse team can thrive, bringing innovative ideas to drive our company forward.
Let us help you transform your practice and achieve financial success
