Bookkeeping that tells your story and fuels your growth.
Monthly, quarterly, clean-up, and catch-up services tailored to your business.
Our Approach
We take the time to understand your business and bring your books into alignment with your goals. Whether you are behind or just starting out, we meet you where you are and keep your books current month after month.
Bookkeeping Service Options
Quarterly Bookkeeping
For the micro business that needs clarity without the monthly commitment.
Ideal for: new businesses, seasonal businesses, micro service providers, and owners who want financial organization without ongoing monthly involvement.
Starting at $250 per Quarter
Monthly Bookkeeping
For the growing entrepreneur ready for consistency, clarity, and financial confidence.
Ideal for: service providers, storefronts, trades, online businesses, and any business with consistent activity.
Starting at $300 per Month
Complete Fiancial Tracking
For the business owner who wants monthly bookkeeping for their business and tracking of their personal finances.
Ideal for: owners who want one streamlined place to manage and review their business bookkeeping and personal finances.
Starting at $350 per Month
Clean up and catch up services are available if your books are behind. We will assess what is needed during your consultation.
Working with Oak and Ledger
HOW IT WORKS
1. Consultation Call
This is our time to understand your financial picture and how your business operates. If your books are behind or you are unsure where things stand, that is completely normal. Many clients come to me in this exact stage. I simply ask for at least the past three months of bank statements for all business accounts so I can get an accurate view of your activity. An NDA will be sent before anything is reviewed so your confidential information is protected from the start.
2. Custom Proposal
After reviewing your financial information, you will receive a tailored proposal with pricing for monthly bookkeeping and for any clean up or catch up work that may be needed. Every business operates differently, so your proposal is built around the level of support and accuracy you need.
3. Onboarding
Once the first invoice is paid and your service agreement is signed, onboarding begins. We will connect or create your QuickBooks Online account through my accounting firm, connect all applicable banking and credit card accounts, and request view only access for your banking and point of sale systems. This step ensures your books are set up correctly so your ongoing bookkeeping runs smoothly each month
4. Catch-Up Bookkeeping
If your books are behind, catch up bookkeeping will be completed first. This includes organizing past financial activity, categorizing transactions, reconciling accounts, and bringing your records fully current. Once everything is aligned and accurate, we move into onboarding and ongoing monthly support.
5. Recurring Bookkeeping
After your books are brought fully up to date, your monthly bookkeeping begins. You will receive weekly check ins on the status of your books and any pending questions on transactions. This keeps everything accurate and ensures there are no surprises. Clean books lead to clear decisions, and that is exactly what this process is designed to give you.
Ready to move forward with clarity?
What’s Included
Your bookkeeping should give you clarity, not confusion. Every Oak and Ledger monthly package includes the essential support your business needs to stay organized, accurate, and financially confident year round. Open each section below to see what is included in your service.
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Your transactions are organized accurately each month so your reports stay clean and your numbers stay reliable. No guesswork. No messy books. Just a clear picture of where your money is going.
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We compare your accounts to your bank and credit card statements to ensure everything matches. This keeps your financials accurate and gives you confidence that nothing is missing or duplicated.
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Your QuickBooks Online subscription is included in your monthly service. You get the right plan for your business without the added cost or the stress of managing software on your own.
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Each month you receive simple, easy to understand reports that show your profit, cash flow, and business performance. These insights help you make informed decisions and plan ahead with clarity.
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You always have a direct line to professional support. Questions are answered clearly, updates are delivered weekly, and you never feel left in the dark with your numbers.
For the DIY Entrepreneur
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The Weekly Ledger Newsletter
A weekly newsletter with practical bookkeeping guidance, reminders, and financial tips to help you stay organized throughout the year.
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The Ledger Tracker
If you are not ready for software or want a clean and simple way to track income, expenses, and profit, the Ledger Tracker gives you a clear financial snapshot every month. It is perfect for new businesses, early stage entrepreneurs, or anyone who wants visibility without the overwhelm.
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QuickBooks Training with Oak and Ledger
Learn QuickBooks the right way from the start. I will walk you through how to set up your chart of accounts, categorize transactions correctly, and read your financial reports with confidence so you always know what your business is telling you.
Your Books Deserve Stability
Running a business comes with enough moving parts. Your bookkeeping should not be one of them. When your numbers are accurate, organized, and updated monthly, you get the confidence to make better decisions and the support to grow without stress.
Whether you need full monthly management, quarterly support, or help getting caught up, Oak and Ledger is here to simplify your financial foundation so you can focus on the work that matters most.