Pricing
How is pricing determined?
We charge a flat monthly fee for our services every time. No hourly billings. No uncertainty. Price is determined after the discovery phase as we tailor a value-based service offering for your business.
What is the minimum monthly fee?
Our service tiers include varying packages of accounting and advisory services, which normally start around $1,000 per month.
What if I need to adjust the scope of services?
We design flexible contracts that can be adjusted as your business grows, allowing you to modify services as needed, whether it’s within a few months or after a year.
What would an SMB spend if it hired an in-house accounting & finance team at market rates?
This will vary by industry but a general rule of thumb is a SMB can expect to pay 2-4% of their gross revenue on an in-house accounting and finance team.
Every business is unique, and owners must weigh the skills of in-house staff, the cost of hiring full-time employees at market rates, and the advantages of using a managed accounting provider in terms of potential cost savings, engaging with licensed and experienced professional service providers, and achieving an enhanced business performance with the latest accounting & finance technology.
Services
What does a cloud-based accounting practice do?
We provide accounting and finance services remotely using cloud-based software and digital tools. Our core tasks include bookkeeping, payroll, financial reporting, tax preparation, budgeting, forecasting, and client communication. Cloud software allows us to offer flexibility for both the client and our team.
What options do I have if I prefer for my service provider to be on site?
As a cloud-based provider, we deliver remote accounting and finance services to enhance efficiency, with in-person meetings available as needed. Unlike on-site staff who may handle non-accounting tasks or outdated systems, our cloud model offers affordable, premium services from licensed professionals, including routine virtual meetings, video recordings, and detailed summaries via email or client portal.
What are the benefits of outsourcing accounting & finance to a managed provider?
Whether you need monthly accounting, controller, or CFO services, you’ll save compared to the total costs of hiring a full-time employee, including salary, taxes, benefits, and equipment. Outsourcing with our team provides responsive accounting, finance, and advisory services for your business.
Will I have a primary contact for my team?
Yes! During the on-boarding process we will introduce you to your primary accounting and advisory contact here at Oak Tree Growth Partners.
When will my business see positive results?
It typically takes 3-4 months to fully integrate with clients after onboarding occurs. During this time, we learn about your business, transaction flow, and communication preferences to create an effective reporting and communication cadence.
Will your team prepare and file my individual taxes?
If Oak Tree Growth Partners is your managed accounting provider and we are preparing your business’ tax return, then we will assist with individual tax returns.
What accounting services are not provided?
We do not provide the following services: financial statement audit, attestation, reviews, and forensic accounting services.