Capstone Oak Financials, LLC

Capstone Oak Financials, LLCCapstone Oak Financials, LLCCapstone Oak Financials, LLC

Capstone Oak Financials, LLC

Capstone Oak Financials, LLCCapstone Oak Financials, LLCCapstone Oak Financials, LLC
  • Home
  • Services
    • Company Formation
    • Bookkeeping
    • Additional Services
  • Articles
  • Resources
  • Contact
  • More
    • Home
    • Services
      • Company Formation
      • Bookkeeping
      • Additional Services
    • Articles
    • Resources
    • Contact
  • Home
  • Services
    • Company Formation
    • Bookkeeping
    • Additional Services
  • Articles
  • Resources
  • Contact

Additional Services

BOI Report

$30 (+$10/Person)

Filing Beneficial Ownership Information report with FinCen. 

Consultation

$100

Includes 1-hour consultation and a complementary plan of action. 

Books Cleanup

*Quote

Chart of accounts optimization, recategorization adjustments, entry automation.

Software Transition

*Quote

Transferring books from one accounting software to another. 

*Quotes are based on complexity and scope of work. A request for information will be sent via email, and a quote will be issued after evaluation.

Email: connect@capstoneoak.com

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