Everything your business needs to stay financially organized and compliant.
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Transaction Recording
Daily recording of income and expenses, categorized and organized for tax-ready accuracy.
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Accounts Payable & Receivable
Manage what you owe and what you're owed. Never miss a payment or invoice again.
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Bank Reconciliation
Monthly reconciliation to ensure your books match your bank statements perfectly.
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Financial Reporting
Clear monthly P&L statements, balance sheets, and cash flow reports tailored to your business.
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QuickBooks Setup & Training
Get your accounting software set up right. We also train your team to use it effectively.
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Tax Preparation Support
We organize and prepare everything your tax professional needs — stress-free tax season.
Privacy Policy
Green Oak Bookkeeping values your privacy. This policy explains what information we collect and how we use it.
Information We Collect
Contact form: When you submit our contact form, we collect your name, email address, phone number, and message. This data is sent to us via email and used solely to respond to your inquiry.
Usage data: Like most websites, our server logs may collect your IP address, browser type, and pages visited for analytics and security purposes.
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.
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.
4. Client Responsibilities
Clients agree to provide accurate and timely documentation and information necessary for bookkeeping services.
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.
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.