Know a small business that needs better bookkeeping?

Refer them to Oak and Ledger and earn a $50 gift card when they become a client.

How it Works.

  • Send us a referall.

    Fill out the quick form below with your contact info and your referral’s name and email.

  • We'll reach out.

    We’ll contact your referral to see if they’re a good fit for our monthly bookkeeping services.

  • Get rewarded.

    Once they’ve been a client for 2 months, we’ll send you a $50 gift card of your choice.

Solopreneurs or small businesses earning under $1M/year

Businesses ready for done-for-you monthly bookkeeping

Entrepreneurs who prefer virtual support (we work nationwide)

Who should you refer?

Why Oak and Ledger?

  • Personalized, professional bookkeeping services

  • Clean, modern systems tailored to small business owners

  • Led by Jessie Brundage, MAcc & QuickBooks ProAdvisor

  • Transparent pricing and high-touch support

Logo with an intricate oak tree illustration beside the text "Oak and Ledger" with the tagline "strong roots. balanced books." in a dark teal color on a black background.
Large tree with dense green foliage in a grassy field, sunlight filtering through the leaves.

Referral form

Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!

Close-up of green oak leaves and acorns hanging from a branch.

Have questions about the referral program?

Reach out to us at referrals@oakandledgerbooks.com

or call 954-228-3042.