Monthly Bookkeeping That Grows with You
Introductory to Oak and Ledger’s Bookkeeping Services
At Oak and Ledger, we provide tailored bookkeeping services designed to help small businesses and entrepreneurs stay organized and focused on growth. From transaction categorization to monthly financial reports and personalized support, we ensure your financial records are accurate and up-to-date, giving you the clarity you need to make informed business decisions. Each of our monthly packages includes a QuickBooks Online subscription, with the version tailored to your specific tier, so you have the right tools for your business’s needs. Our transparent pricing reflects our commitment to trust and open communication, ensuring you feel confident in the services you receive.
Monthly Bookkeeping Packages
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Micro Tier - $150/Month
Ideal for businesses just starting with fewer than 100 transactions per month. This tier is designed to provide essential bookkeeping services for businesses with minimal transaction volume, keeping your finances organized without the complexity of larger businesses. Perfect for sole proprietors or very small startups looking to get their books in order.
QuickBooks Simple Start
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Foundation Tier - $250/Month
Designed for businesses with annual revenue up to $50K, the Foundation Tier provides core bookkeeping services to keep your financial records organized and accurate. Whether you’re just starting out or have a small operation, this tier ensures that your books are in order without the overhead of a full-time accountant.
QuickBooks Simple Start
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Startup Tier - $350/Month
For businesses with annual revenue up to $100K, the Startup Tier offers the same high-quality bookkeeping services but scaled to handle more transactions and complexity. This tier ensures you stay on top of your finances as your business grows, keeping your records accurate and providing key insights into your financial health.
QuickBooks Essentials -
Growth Tier - $650/Month
Tailored for businesses with annual revenue up to $250K, the Growth Tier is ideal for those in their expansion phase. With more transactions and complexity, this package gives you the same expert bookkeeping services, while ensuring your finances are tracked accurately as your business continues to grow.
QuickBooks Essentials
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Established Tier – $950/month
For businesses with annual revenue up to $500K, the Established Tier provides the same comprehensive bookkeeping services but designed for a larger, more active business. As your business grows in revenue and complexity, we’ll ensure your financial records are accurate and ready for any reporting needs.
QuickBooks Plus
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Scaling Tier – $1500/month
For businesses with annual revenue up to $1M, the Scaling Tier is designed to handle the demands of a fast-growing business. While the services remain the same, the larger revenue cap allows us to offer more tailored support and ensure your financial records are optimized as your business scales.
QuickBooks Plus
Prefer quarterly support?
While our monthly bookkeeping packages are ideal for staying consistently up-to-date and making informed decisions year-round, we understand that not every business requires ongoing monthly attention. That’s why we also offer quarterly bookkeeping services—perfect for businesses with lower transaction volume, seasonal operations, or those just starting out. You’ll still receive professional categorization, reconciliations, and reporting, just on a quarterly cadence. It’s a flexible, efficient way to stay compliant and in control without committing to monthly service.
Enhance Your Support.
Personal Financial Administration
For high net worth individuals and families, we offer white-glove financial administration including bill pay, account monitoring, and document organization. This service is tailored to your specific needs and managed with the utmost discretion.
Exclusive Payment Options
We offer flexible payment options that provide both convenience and value. By opting for quarterly bookkeeping, you can receive a 10% reduction on your total, ensuring your financial management is streamlined for the next few months. Additionally, monthly bookkeeping clients who choose recurring payments benefit from a 5% discount on their monthly fee, simplifying their bookkeeping experience while enjoying consistent savings.