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Submit Your Documents

Send us the documents we need to keep your books accurate. Check the list, then fill out the form or email us directly.

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Green Oak Bookkeeping

Or email files to greenoakbookkeeping@gmail.com

📄 Documents We Need

  • Bank statements
  • Credit card statements
  • Invoices
  • Expense receipts
  • Payroll records
  • Tax returns
  • Loan statements
  • Mileage logs
Reports

Reports You'll Receive

We provide clear monthly reports so you always know where your business stands.

📊

Profit & Loss

Revenue, costs, and net income

📈

Balance Sheet

Assets, liabilities, equity

💰

Cash Flow

Money in and out

💳

Bank Reconciliation

Verified each month

📋

AR & AP

What's owed and owing

🔍

Custom Reports

Tailored to your needs

Find Us

Directions & Contact

Stop by, call first or send us a message

📍 Address

South Duke Street
Lancaster, PA 17602

🚌 Parking

Street parking available. Call ahead to confirm your appointment.

📞 Phone

(717) 573-3227

Privacy Policy

Green Oak Bookkeeping values your privacy. This policy explains what information we collect and how we use it.

Information We Collect

How We Use Your Information

We use your information only to respond to your inquiries, provide our services, and improve our website. We do not sell, rent, or share your personal data with third parties.

Data Retention

We retain contact form submissions for up to 12 months unless you request earlier deletion.

Your Rights

You may request access to, correction of, or deletion of your personal data at any time by contacting us at greenoakbookkeeping@gmail.com.

Third-Party Services

Our contact forms are processed through Netlify, our hosting provider. Their use of your data is governed by their privacy policy.

Changes to This Policy

We may update this policy from time to time. The latest version will always be posted on this page.

Last updated: June 2026

Terms of Service

Last updated: June 2026

1. Services

Green Oak Bookkeeping provides bookkeeping services including transaction recording, bank reconciliation, financial reporting, and related support as agreed upon in a separate service agreement. The descriptions on this website are for informational purposes and do not constitute a binding service contract.

2. Website Use

By using this website, you agree to these terms. The site is provided for informational purposes only. We make no guarantees that the site will be uninterrupted or error-free.

3. Pricing

Pricing listed on this website is an estimate and may be subject to change. Final pricing will be confirmed in a signed service agreement. Promotional or advertised rates may not apply to all clients.

4. Client Responsibilities

Clients agree to provide accurate and timely documentation and information necessary for bookkeeping services. Green Oak Bookkeeping is not liable for inaccuracies resulting from incomplete or incorrect client-provided information.

5. Limitation of Liability

Green Oak Bookkeeping shall not be liable for any indirect, incidental, or consequential damages arising from the use of our services or website. Our total liability is limited to the amount paid for the specific service giving rise to the claim.

6. Confidentiality

We treat all client financial information as confidential and will not share it with third parties except as necessary to perform services or as required by law.

7. Third-Party Services

Our contact forms are processed through Netlify, our hosting provider.

8. Changes

We reserve the right to update these terms at any time. Changes will be posted on this page with an updated date.

9. Contact

Green Oak Bookkeeping — greenoakbookkeeping@gmail.com — (717) 573-3227 — Lancaster, PA