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

Bookkeeping Packages

Essentials

$50/Month

  • Setup in Bookkeeping Software
  • Consultation and Planning
  • Bank Connections
  • Transaction Automation
  • Monthly Reconciliation
  • Email Support

Premium

$100/Month

Includes the Essentials Plus: 

  • Monthly Reports
  • AP/AR Tracking
  • Basic Adjustments and Accruals
  • Phone and Video Conference Support

Capstone Elite

$250/Month

Includes Premium Plus:

  • Budgeting and Forecasting
  • Coordination with Tax Preparer
  • Payroll Management
  • Year-End Closing

Email: connect@capstoneoak.com

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