At Oak and Ledger, bookkeeping is more than just keeping records — it’s the foundation for clarity and confident growth. Our tailored monthly and quarterly solutions keep your books accurate, organized, and ready to support smart business decisions.

We handle every detail: categorizing transactions, reconciling accounts, and delivering clear financial reports. Our process is designed to optimize your bookkeeping in a timely manner, giving you actionable financial data without the cost of a full-time hire.

As an added benefit, all monthly bookkeeping clients receive their QuickBooks Online subscription on us (conditions apply).

Whether you need ongoing support, a full cleanup, or a one-time catch-up, we meet you where you are and get your books exactly where they need to be. You’ll always have a precise financial picture — so tax season is smooth and your decisions are data-driven. No clutter. No confusion. Just books that work for you.

Simplify payroll with accurate calculations, tax compliance, and timely payments for your employees and contractors. We handle payroll processing, direct deposits, tax withholdings, and filings to keep you compliant with state and federal regulations. Whether you need ongoing payroll management or a one-time setup, we ensure everything runs smoothly and stress-free.

Ensure your independent contractors are properly tracked and reported with seamless 1099 vendor management. We organize and maintain vendor records, track payments throughout the year, and handle year-end 1099 filings to keep you in compliance. Avoid the hassle of last-minute paperwork and ensure accurate reporting with our efficient system.

If your books are overdue or disorganized, our clean-up and catch-up services are here to help. We’ll categorize, reconcile, and bring everything current—giving you a strong financial foundation to move forward.

For active Oak and Ledger clients, we offer limited availability for special requests that fall outside the scope of our standard offerings—such as one-time filings, administrative financial tasks, or other unique needs. These services are handled on a case-by-case basis and subject to availability. Reach out directly to inquire about your specific request.

For high-net-worth individuals who need discreet, detail-oriented support with managing personal finances, our Personal Financial Administration service offers comprehensive assistance. From monitoring bank accounts to coordinating bill payments and organizing financial records, we handle the administrative side of your wealth. Our goal is to keep everything running smoothly, giving you peace of mind while freeing up your time for more important matters. Whether it's preparing for tax season or liaising with your trusted advisors, we ensure your personal finances stay organized and secure.