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
Bookkeeping designed to keep your finances organized, accurate, and decision-ready. We handle the details so you can focus on running and growing your business with confidence.
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QuickBooks Training and Consults
Personalized support to help you understand your numbers and use QuickBooks effectively. Whether you need setup, cleanup, or guidance, we make your system work for you.
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Squarespace Websites
Modern, strategic websites built for small business owners who want a professional online presence. From design to launch, we create sites that look polished and support your operations.
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.”
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.
Take control of your cash flow and see exactly where your money is going.
The Ledger Tracker is a one-time purchase digital tracking system built in Google Sheets that helps you monitor the ins and outs of your business bank accounts with clarity and confidence. Designed for business owners who are not ready to hire a bookkeeper or commit to monthly accounting software, it offers a simple, accurate, and professional alternative.
Track income, expenses, and transfers across up to three bank accounts while ensuring your numbers stay balanced. Built-in check figures automatically confirm that your entries are correct and that no amounts are mistyped or misdated.
You will receive instant access to your download so you can start managing your cash flow today without any subscriptions or ongoing costs.
Perfect for:
Small business owners, freelancers, and entrepreneurs who want a clear picture of their cash flow and professional-level organization at an affordable one-time cost.
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.
Executive Bookkeeping Template
The Executive Bookkeeping Template is a refined Squarespace 7.1 website template designed for bookkeepers, accountants, and financial professionals who want their online presence to reflect clarity, credibility, and trust.
This template features a clean, structured layout with intentional spacing, thoughtful typography, and a professional aesthetic suited for established businesses and growing firms. Every section is purposefully designed to communicate expertise while keeping the experience simple and approachable for prospective clients.
Built for efficiency and flexibility, the template allows you to customize your branding, pages, colors, images, and content directly within Squarespace, giving you full control over the final look and feel of your site. Whether you are launching your first website or refreshing an existing one, this template provides a strong foundation without starting from scratch.
From homepage to contact page, every detail is designed to support clear messaging, strong first impressions, and a seamless client experience so your website works as a reliable extension of your business.
What’s included
Your purchase includes a three month free trial with Squarespace, allowing you time to customize and launch your site without immediate platform costs. You will also receive human support throughout the setup and delivery process to ensure your template is added to your account smoothly and without confusion.
View the demo
See the Executive Bookkeeping Template in action before you purchase. Explore the layout, flow, and overall aesthetic to ensure it aligns with your brand and business.
View Demo Site
https://executive-bookkeeping-template.squarespace.com/
Password: demo
Greenway Lawn Care Squarespace Template
The Greenway Lawn Care Template is a clean, professional Squarespace 7.1 website template designed for lawn care, landscaping, and outdoor service businesses that want their online presence to feel reliable, organized, and easy to navigate.
Inspired by a modern, grounded aesthetic, this template features clear layouts, intentional spacing, and straightforward typography that highlight your services without distraction. The design is structured and approachable, helping create a strong first impression while building trust with potential clients.
Built for flexibility and ease, the template allows you to customize your branding, pages, colors, images, and content directly within Squarespace, giving you full control over the final look and feel of your site. Whether you are launching a new lawn care business or refreshing an existing website, this template provides a polished foundation without starting from scratch.
From the homepage to services and contact pages, every section is designed to support clarity, usability, and a smooth customer experience, helping your website work as a dependable extension of your business.
What’s included
Your purchase includes a three month free trial with Squarespace, giving you time to customize and launch your site without immediate platform costs. You will also receive guidance during the setup process to ensure your template is added to your account smoothly and without stress.
View the demo
See the Greenway Lawn Care Template in action before you purchase. Explore the layout, structure, and overall design to ensure it aligns with your brand and service offerings.
View Demo Site
https://greenway-lawn-care.squarespace.com/
Password: demo
Signature Interior Design Squarespace Template
The Signature Interior Design Template is a refined, editorial Squarespace 7.1 website template designed for interior designers who want their online presence to feel elevated, intentional, and timeless.
Inspired by a warm, understated luxury aesthetic, this template features generous spacing, balanced layouts, and thoughtful typography that allow your work to take center stage. The design is calm and image forward, creating a polished first impression while still feeling approachable and personal.
Built for flexibility and ease, the template allows you to customize your branding, pages, colors, images, and content directly within Squarespace, giving you full control over the final look and feel of your site. Whether you are launching your first interior design website or refining an existing one, this template provides a strong foundation without starting from scratch.
From the homepage to portfolio and contact pages, every section is designed to support storytelling, clarity, and a seamless client experience, helping your website feel like a natural extension of your design studio.
What’s included
Your purchase includes a three month free trial with Squarespace, giving you time to customize and launch your site without immediate platform costs. You will also receive support throughout the setup and delivery process to ensure your template is added to your account smoothly and without stress.
View the demo
See the Signature Interior Design Template in action before you purchase. Explore the layout, flow, and overall aesthetic to ensure it aligns with your brand and design style.
View Demo Site
https://signature-interior-design.squarespace.com/
Password: demo
Featured 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.