Bookkeeping Solutions for Small Business Owners
Because Your Time is Better Spent Running Your Business
You’re great at running your business, but keeping up with the books takes time you don’t have. Oak and Ledger brings clarity and structure so your numbers finally make sense.
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QuickBooks Setup and Training
We teach you how to use QuickBooks confidently so you can manage your own books with ease. Our personalized training sessions are tailored to your business and your level of experience.
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Bookkeeping Services
We keep your business books accurate, organized, and up to date with clear monthly financial reports. Every transaction and account is handled with care so you can focus on growing your business.
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Personal Financial Administration
We oversee your day-to-day personal finances, from paying bills to monitoring accounts, with discretion and precision. Let us keep everything organized so you can focus on what matters most.
Oak and Ledger has been great to work with. Personalized service and excellent communication. Entrusting them with my bookkeeping has helped me stay organized, focus on client service, and grow my business.
Johnny, De Jesus Media
We’ve had the pleasure of working with Jesse during the opening of our business, and we couldn’t be more grateful for her support. From the very beginning, she made everything simple and easy to understand, guiding us through the process with professionalism and patience. Her knowledge and attention to detail gave us so much peace of mind during such a busy and overwhelming time
Colton, Topwater Capital
Jessie is the best. I didn't realize the value of a bookkeeper until she started showing me reports from my business and how we're doing from a numbers perspective and, frankly, it's quite eye-opening. If you need someone who's going to handle this part of your business, let that be Jessie. Her customer service is superb and I have nothing but good things to say.
Valentina, Luna’s Cakes and Coffee
Meet Jessie Brundage
I’m a QuickBooks ProAdvisor with a Master’s in Accountancy and over 10 years of bookkeeping experience supporting businesses from startups to companies earning $15 million in annual revenue. At Oak and Ledger, I help small business owners bring clarity and structure to their books so they can focus on growth with confidence.
How We Work Together
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Consultation
We start with a call to review your business, the current state of your books, and any questions or concerns you have. This helps us determine the right service level and identify what’s needed to get your books on track.
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Onboarding
Next, we set up secure systems and connect your accounts in QuickBooks Online along with any banking or app integrations. We’ll also handle permission setup so everything runs smoothly from the start.
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Catch-Up and Cleanup
If your books are behind or need adjustments, we organize, reconcile, and bring everything current so you’re starting with clean, accurate financials each month. This step isn’t necessary if your books are caught up.
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Recurring Bookkeeping
Once your systems are in place, we manage ongoing bookkeeping, review transactions weekly, and deliver clear financial reports every month or every quarter.
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Check-Ins
You’ll receive consistent updates, quick responses to questions, and proactive communication so you always know the status of your books and what’s next.
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Year-End Support
When tax season arrives, we work directly with your CPA to share reports, answer questions, and ensure your books are ready for a smooth, stress-free filing.
FAQs
How do I know if I am ready to hire a bookkeeper?
If managing your books is taking up too much of your time, if you're not 100% confident in your numbers, or if you dread doing it every month, you're probably more than ready. A bookkeeper gives you time back and peace of mind. You focus on growing the business, allowing us handle the numbers.
When does it make sense to hire a virtual bookkeeper instead of an in-house bookkeeper?
A virtual bookkeeper makes sense when you want expert financial management without the cost of a full-time hire. If your business doesn’t need someone in the office every day, you’re looking for someone part-time, or you value flexibility and cloud-based systems, a virtual bookkeeper is the better fit. You’ll still get accurate, timely reports and professional support… just without payroll taxes, benefits, or extra overhead.
How does it work?
Everything is handled virtually for your convenience. Once you’re onboarded, we connect your accounts securely through QuickBooks Online and begin reviewing transactions each week. You’ll receive consistent updates, monthly financial reports, and ongoing communication through email. No additional logins required! Oak and Ledger keeps your books accurate and up to date so you can stay focused on running your business.
If I already have a CPA doing my bookkeeping, then why would I need you?
That’s great! Some CPAs do offer bookkeeping, but depending on their workload, it may not be as hands-on or consistent throughout the year. At Oak and Ledger, bookkeeping is our primary focus.
We provide monthly, accurate financials with clear communication, timely reports, and a streamlined system designed to keep your books in top shape all year… not just at tax time. We’re also happy to collaborate with your CPA to make sure they have exactly what they need when tax season comes around.
Do I need to use QuickBooks Online?
Yes! We work exclusively in QuickBooks Online because it allows us to deliver accurate, efficient, cloud-based bookkeeping. The good news? We cover the cost of your QuickBooks Online subscription as part of your monthly service, so there’s no extra charge to you.
If you’re not already set up, we’ll handle the entire onboarding process and make sure everything is connected and running smoothly.
Will you file my taxes?
No, we don’t file taxes, but we do prepare your books so your CPA has everything they need. We’ll even coordinate directly with them if needed. If you don’t have a tax pro, we can connect you with someone we trust.