Welcome Clients!
This page is your one place to access the Oak and Ledger client portal, take care of a few quick items, and explore resources designed to support your business between check ins.
Refer and Earn for Clients
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Refer a Business
Introduce a fellow business owner to Oak and Ledger. Simply share our name and contact info, or send them our way directly.
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They Become a Client
When your referral signs on for monthly bookkeeping and stays with us for two months, they’ll start experiencing stress-free books and clear financials.
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You Enjoy the Reward
As a thank-you, you’ll get 50% off your monthly bookkeeping fee for one month when your referral qualifies.
Explore Resources for Entrepreneurs
Here When You Need Us
At Oak and Ledger, our goal is to make your financial life and your back office simpler, more organized, and easier to manage so you can focus on running and growing your business. This page gives you quick access to your client portal, referrals, and ongoing support, as well as a place to explore additional services like website templates, design, and management when you are ready to strengthen your online presence.
If you ever have questions, need help accessing your portal, or are unsure what the next best step is, do not hesitate to reach out. We are here to support you every step of the way, throughout the year.