How does Oak Tree CPAs price their services?
We charge a flat fee for our services every time. No hourly billings. No uncertainty. Pricing will be determined during the discovery, scope review, and approval phase to tailor sensible and value-based pricing for your business.
Is my monthly fee subject to an increase?
We’ll review your scope of work after the first 100 days to see if pricing needs to be adjusted. Otherwise, pricing will be reviewed and subject to updates annually. We’ll proactively communicate any changes in pricing. We want our pricing to be predictable and consistent, so you can have the peace of mind that your accounting needs are satisfied in a cost-effective manner.
Will Oak Tree CPAs prepare and file my business’ taxes?
If Oak Tree CPAs is your preferred bookkeeping and managed accounting provider then we will help prepare and file your business’ taxes.
Will Oak Tree CPAs prepare and file my individual taxes?
If Oak Tree CPAs is your preferred bookkeeping and managed accounting provider and we are preparing your business’ tax return, then we will assist with individual tax returns.
What is the minimum monthly fee?
Depending on your business needs and level of service we’ll work with you to determine pricing value that makes sense.