Customized Solutions and Pricing to Fit your Unique Business Needs
Each business is unique with different goals and needs, and so are our solutions and pricing. We take the time to understand your business so we can create a customized pricing proposal based on your business needs.
We Provide you with Upfront and Fixed Fee Pricing
Nothing is worse than being charged too much because it’s a standard one-size-fits-all package or being undercharged and receiving a surprise bill for out-of-scope items. Transparency is important to us, and that is why we provide upfront, fixed fee pricing based on your unique business needs. You will never get a surprise bill from us – that’s our promise.
At Oak Profits, we are an
extension of your team.
Our Process
Connect With Us
Fill out a simple online questionnaire and book a complimentary discovery call with us. Because everything is online, we work with clients across the United States.
Discovery Call
We’ll get to know your business better. We’ll discuss your existing issues, what you are looking for in terms of services, and explore whether we’re the right fit for one another.
Proposal Call
If we decide to work together after our discovery call, will tailor a customized accounting solution to address your specific business needs. In this call will discuss our customized solutions, show you exactly how we'd address each issue you brought up in the discovery call, and pricing. It'll also give you a chance to ask any additional questions.
Onboarding
After the proposal is accepted, we’ll begin our onboarding process the next business day. You’ll complete our onboarding form which helps us gather important details and documents, and then we’ll book a call to discuss the onboarding process and any questions you may have.
PRICING FAQS
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Yes! Plan modifications take effect on the first of the following month.
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Rather than ask for a long-term contract, we only require a month-to-month contract from our clients. This grants you flexibility and allows us to earn your business every single month.
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We offer monthly and annual payment options. Payments are withdrawn from your bank account via ACH.
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Once you sign off on our proposal, we can typically begin our onboarding process the next business day. You will complete our onboarding form which helps us gather important details and documents, and then we’ll book a call to discuss the onboarding process and any questions you may have.
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Our engagements require a 30-day notice for cancellation, but you can cancel at any time.