Located in Coconut Creek, Florida | Serving Clients Nationwide
Strong financial foundations, thoughtfully built systems.
Oak and Ledger provides professional bookkeeping services alongside strategic tools, Squarespace templates, and website design to support your business at every stage.
Built to support every stage of business
Most business owners do not start with a bookkeeper. They start with an idea, a website, a spreadsheet, and a lot of questions.
Oak and Ledger was built to support businesses from the very beginning and well beyond it. Whether you are tracking expenses on your own, launching your first website, or ready to hand off your books completely, everything we offer is designed to work together.
Bookkeeping is our foundation. The systems, tools, and websites we create exist to make that foundation stronger.
How We Support Your Business
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Bookkeeping Services
Ongoing monthly and quarterly bookkeeping, catch up services, and QuickBooks support for small businesses that want clean, accurate financials and clarity they can trust.
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Website Design on Squarespace
Hands on Squarespace website design for business owners who want their site built with intention, structure, and long term growth in mind.
Choose from template based styling or a fully custom website built exclusively for your brand.
Digital Templates Designed for Clarity
Our digital templates are built to help business owners stay organized, confident, and in control from the start. From expense trackers that simplify financial management to Squarespace website templates that create a polished online presence, each template is designed to support your systems without adding complexity.
The Ledger Tracker
The Ledger Tracker is the perfect starting point for business owners who want clarity without jumping into full accounting software. This digital template lets you track up to three bank accounts, monitor income and expenses, and review category totals with ease. Built-in check figures help you stay accurate every month, and your purchase includes instant download access so you can get organized right away. Whether you are just starting out or building stronger financial foundations, The Ledger Tracker gives you the structure you need to understand your numbers and grow with confidence. Strong roots begin with clear finances.
Squarespace Website Templates
Professionally designed Squarespace templates created for small businesses that want a clean, strategic online presence without starting from scratch. Flexible layouts designed to grow with your business.
Meet Jessie
Helping small business owners gain clarity and grow through clean bookkeeping and thoughtfully built business systems.
Trusted by Business Owners at Every Stage
Johnny, De Jesus Meida
“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. It's quite eye-opening. Her customer service is superb and I have nothing but good things to say.”
Colton, Topwater Capital
“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.”
Jessica, Iron and Grate Fitness
“Starting my business felt overwhelming, and creating a website was one of the biggest roadblocks for me. Jessie stepped in at exactly the right time and took that weight off my shoulders. She created the website for Iron and Grace, and it was perfectly aligned with my vision and brand.”
Recently on The Weekly Ledger
Not sure where to start?
Whether you need bookkeeping support, a website, or a simple way to track your expenses, we can help you choose the right next step for your business.