Golden Oak Financial Services

SERVICES WE OFFER

Our team is dedicated to providing you with the support and guidance you need to effectively manage your finances and make informed business decisions, which is why businesses of all sizes trust Golden Oak Financial Services to provide efficient and accurate accounting services.

Golden Oak Financial Services is a trusted provider of accounting services for businesses, whether they are new to the industry or established with multiple responsibilities. Many businesses and non-profit organizations turn to us because they are tired of the overwhelming bottlenecks, errors, late filings, penalties, and slow response times that cost them both time and money.

At Golden Oak Financial Services, we have years of experience in the accounting field and are proud to provide our professional services to clients both locally in Licking County, OH and virtually. We are always available to assist our customers with their financial needs, regardless of their location. Whether you need bookkeeping, tax preparation, payroll services, or other accounting services, our team is here to help.

We understand the importance of accurate and efficient financial management, which is why we offer our clients timely and responsive services that they can depend on. We take pride in delivering high-quality services that cater to our clients' unique needs, enabling them to focus on running their businesses effectively. With Golden Oak Financial Services, you can rest assured that your accounting needs are in good hands. Contact us today to learn how we can help your business thrive.

ACCOUNTING SUPPORT

At Golden Oak Financial Services, we provide a comprehensive suite of accounting support services that include bookkeeping, payroll, monthly close, chart of accounts management, and accounts payable and receivable processing. Our dedicated team of professionals is committed to maintaining your accounting system accurately and efficiently by recording sales and deposits, reconciling bank and credit card accounts, paying bills, and more. Trust us to help you manage your finances effectively, so you can focus on growing your business.

FINANCIAL REPORTING

Our team of experienced professionals can work with you to create customized financial reports that accurately reflect the financial health of your organization. We also offer financial reviews that provide an in-depth analysis of your financial statements, as well as external audit assistance to help you prepare for and navigate the audit process. With Golden Oak Financial Services, you can be confident that your financial reporting needs are in good hands, allowing you to focus on running your business effectively.

STRATEGIC BUSINESS PLANNING

Our strategic business planning services provide a wide range of solutions to assist you in accomplishing your business goals. From creating a business plan to monitoring financial performance, tracking key performance indicators, and developing pricing strategies, we have you covered. Our services also include cost management analysis, controller services, budgeting, and cash flow planning to ensure that you have the resources and support you need to succeed. Whether you are a new entity or an established business, we are here to provide you with the strategic planning and financial guidance you need to take your business to the next level.

BACK OFFICE SERVICES

Our back-office services are designed to streamline your business operations and increase efficiency. We offer Quickbooks setup and training to ensure that you are utilizing the software to its fullest potential. Our internal control review helps identify potential weaknesses in your financial systems, and we create standard operating procedures to ensure consistency and compliance. Let us handle the back end of your business so you can focus on growth and success.

STANDARD MONTHLY SERVICE PACKAGES

We are a perfect fit if:

✓ You are a new business and wanting to start off right.

✓ You want to grow your business but need help analyzing your books for opportunities.

✓ You want to utilize your time and resources somewhere else.

✓ You’ve been doing it all but wished you would have hired a bookkeeper long ago.

BRONZE

SERVICES INCLUDE:

+ Monthly transaction entry

+ Monthly account reconciliations

+ Quarterly financials

STARTING AT:

$300/MONTH

SILVER

SERVICES INCLUDE:

+ Monthly transaction entry + class tracking

+ Monthly account reconciliations

+ Monthly financials

+ Monthly 30 minute financial touch

STARTING AT:

$500/MONTH

GOLD

SERVICES INCLUDE:

+ Weekly transaction entry + class tracking

+ Monthly account reconciliations

+ Monthly financials

+ Weekly 30 minute financial touch

+AP/AR Management

STARTING AT:

$700/MONTH

Additional Services

Please note that any services outside of our standard monthly service packages will be quoted on a customized basis to ensure that we meet your unique business needs. We will work with you to determine the scope of the work and provide a detailed quote before beginning any services.