Bookkeeping Solutions for Small Business Owners
Over 10 Years
of bookkeeping experience
QuickBooks Pro Advisor
Expert setup and support made simple.
5 Star Reviews
Client satisfaction, guaranteed.
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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 Tracking
Your personal finances, managed with precision and privacy. We handle the details so you can focus on living, not record keeping.
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.
Helping small business owners gain clarity and grow with clean, modern bookkeeping that supports real profit.
Meet Jessie
Trusted by Small Business Owners, Nationwide
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.”
Valentina, Luna’s Cakes and Coffee
“If you’re looking for someone reliable, organized, and genuinely invested in helping your business succeed, we highly recommend Jessie. Truly a wonderful experience working with her!”
Meet 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.
Let’s Work Together
Personalized bookkeeping support built around your business.
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.
How do you price?
Pricing depends on your business’s structure and activity level. Factors include the number of bank accounts, transaction volume, payroll, 1099s, POS systems, and any special reporting like classes, jobs, or projects.
If your books aren’t current within the last three months, I’ll also provide a separate quote for catch up bookkeeping.
To create an accurate proposal, we’ll schedule a call to discuss how your business operates and where the books stand today. With an NDA in place, I typically review three months of bank statements to verify transaction volume. If you prefer not to share statements, we can still move forward with a detailed call, and pricing will be guaranteed for three months to ensure the quoted rate matches the workload.
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.