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Flourishing Oak Financial

FLOURISHING
STARTS HERE

PARTNERING WITH SMALL TO MID-SIZED BUSINESSES & ORGANIZATIONS TO ESTABLISH PEACE, CONFIDENCE, AND LONGEVITY!

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BOOKEEPING

Let us handle the books so you can focus where you need to!

Roots Pakage

Roots Package
Starts at $300/Month

Services Included:

  • Categorizing transactions

  • Reconciling checking account monthly

  • Standard monthly financial reports (P&L, Balance Sheet, Statement of Cash Flows)

Growth Package

Growth Package
Starts at $500/Month

Services Included:

  • Categorizing by class/project

  • Reconciling up to 3 accounts monthly

  • Standard monthly  financial reports

Flourishing Package

Flourishing Package
Starts at $1000/Month

Services Included:

  • Categorizing by class/project

  • Unlimited # of monthly account reconciliation

  • Standard monthly reports PLUS any additional requested reports 

  • A/P & A/R management

OTHER SERVICES

Need solutions tailor-made for your business?

No problem!

Services listed below are either add-ons to existing packages or stand-alone. (Specified below)

Budget Creating/Tracking

Add-On Service

Get monthly to annual budgets to better measure your business's goals and progress. 

Clean Up

Stand-Alone Service

Feel like your books are too messy to make sense of? No problem! We specialize in book clean ups that will get you organized and back on track!

Let's Connect!

Fill out the form and let's get started!

806-626-2229

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