Small Business Bookkeeping Services
At Oak and Ledger, we help small businesses lay the groundwork for lasting success. As you grow, we ensure your finances stay organized, accurate, and stress-free—so you can focus on running your business with confidence. From bookkeeping and financial tracking to expert insights, we provide the support you need to scale efficiently. Let’s build a strong financial foundation together.
Built For Business Owners Like You
Oak and Ledger is built for business owners who wear all the hats—but don’t want to manage their books alone.
Here’s How We Keep Your Books in Check
We provide full-service bookkeeping and financial organization tailored to your business. From categorizing transactions and managing receipts to invoicing, paying vendors, and running payroll.
Our Services
-
We handle the foundation of your business finances with precision. From transaction categorization to monthly reconciliations and financial reporting, we make sure your books are always up to date and tax-ready.
-
We manage your payroll through trusted online platforms—handling setup, scheduled pay runs, payroll entries, and payroll reports. Whether you're paying employees, contractors, or both, we ensure your payroll process is accurate, timely, and fully integrated with your bookkeeping.
-
We track payments to your independent contractors throughout the year, collect W-9s, and prepare year-end reporting to keep you compliant and organized during 1099 season.Item description
-
We simplify documentation. You send the receipts, we take care of the rest—matching them to transactions, storing them securely, and keeping your records audit-ready.Item description
-
Never miss a payment again. We manage your bills, track due dates, and ensure timely vendor payments so you can focus on your business, not your inbox.
-
We take invoicing off your plate. From creating and sending invoices to following up on outstanding balances, we manage the entire process so you can maintain healthy cash flow without chasing payments. Ideal for businesses that need more than just tracking—we handle the communication, too.
-
Starting fresh with QuickBooks Online? We’ll set things up the right way and walk you through the essentials—so you feel confident and in control from the beginning.
-
Behind on your books? We’ll get everything organized and up to date, so you can focus on growing your business with clarity and confidence.
-
Need help with those one-off admin tasks or filing requirements? Our Miscellaneous Services & Filings add-on is available exclusively to current clients. We’re here when you need an extra hand beyond monthly bookkeeping.
-
For high net worth individuals and families with complex personal finances, we offer high-level support beyond business bookkeeping. We can monitor bank accounts, pay bills, send payments, write checks, and help you stay organized.
How it Works
-
Initial Consultation and Assessment
We begin with an introductory meeting to get to know each other, understand your business model, and discuss your specific bookkeeping and financial management needs. This step involves a detailed assessment of your current financial systems, bookkeeping practices, and any challenges you're facing.
-
Proposal and Agreement
We provide a detailed proposal outlining the scope of services, deliverables, timelines, and pricing tailored to your business requirements. We discuss the proposal with you to ensure it meets your expectations and make any necessary adjustments.
-
Onboarding
Once the proposal is finalized, we sign a service agreement that outlines the terms of our engagement, and confidentiality. We provide an overview of our bookkeeping processes, including how and when financial reports will be delivered, communication protocols, and how to submit documents and information to us.
-
Ongoing Support and Communication
Following the onboarding, we establish regular check-ins to discuss your financials, any concerns, and adjustments to services as your business evolves. Our team remains available for any questions or additional support needed, ensuring a seamless and supportive partnership.
When you partner with us, we begin by scheduling a free consultation to assess your unique needs and understand how we can best support your business. From there, we’ll get to work organizing and optimizing your financial systems, creating tailored solutions that improve efficiency and keep things running smoothly. With everything in order, you can focus on growing your business with confidence, knowing your finances are in good hands.
