White Oak CFO
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Accounting that fits your needs

Bookkeeping & CFO Services

Pricing is more reasonable than you would think, see the packages below to see our average pricing ranges. Each client receives a custom quote for services.

Basic Bookkeeping

  • Monthly coding & payroll reconciliations
  • Monthly cash account reviews
  • Provide monthly financial statements
  • Annual W-9 contractor audits
  • Support annual tax filing process
  • STARTS AT $1,000 A MONTH

Bookkeeping + Advisory

  • Basic Bookkeeping Package PLUS
  • Monthly financial management reporting
  • Monthly financial review meetings to cover key performance indicators
  • STARTS AT $1,500 A MONTH

Accounting System Clean-Up

  • Accounting software setup
  • Automate banking feeds and importation of historical data
  • Clean up of prior period accounting up to 12 months
  • STARTS AT $1,500 ONE-TIME

CFO Services

  • Financial KPI (key performance indicators) reporting
  • Cashflow analysis and planning
  • Financial forecasting and analysis
  • Monthly financial strategy sessions
  • STARTS AT $2,500 PER MONTH


Payroll & Systems Implementation

Payroll & One Time Projects

Gusto Implementation

  • Payroll software setup
  • GL coding setup
  • Integration with QuickBooks Online
  • Setup federal, state, and local taxes
  • STARTS AT $1,500 ONE-TIME

Bi-Weekly Payroll Services

  • Calculate and process Bi-Weekly payroll for up to 20 Employees using Gusto
  • Provide Direct Deposit for employees
  • Prepare all required federal and state tax documents
  • Online access to paychecks and personal tax documents
  • STARTS AT $450 PER MONTH

BILL.com Integration

  • Setup Bill.com integration to QuickBooks Online and bank accounts
  • Setup controls around approval and management of the bill payment process
  • Safely manage your organization's money and accounts payable process
  • Approve and pay everything electronically 
  • STARTS AT $1,000 ONE-TIME

Add a footnote if this applies to your business

White Oak Profit Strategies

1636 N Cedar Crest Blvd, Allentown, PA 18104

610.972.0295

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