If managing your books is taking up too much of your time, if you're not 100% confident in your numbers, or if you dread doing it every month, you're probably more than ready. A bookkeeper gives you time back and peace of mind. You focus on growing the business—you let us handle the numbers.

If you’ve been managing your own books, you already know how much time and energy it takes to stay on top of it all. We take that off your plate—categorizing transactions, reconciling accounts, and delivering clear, accurate monthly reports.

You’ll still have full visibility, but instead of spending hours in the books, you can focus on serving clients, growing your business, or simply taking a breath. The time you get back almost always ends up being worth far more than the cost of bookkeeping itself.

That’s great! Some CPAs do offer bookkeeping, but depending on their workload, it may not be as hands-on or consistent throughout the year. At Oak and Ledger, bookkeeping is our primary focus.

We provide monthly, accurate financials with clear communication, timely reports, and a streamlined system designed to keep your books in top shape all year—not just at tax time. We’re also happy to collaborate with your CPA to make sure they have exactly what they need when tax season comes around.

No, we don’t send invoices or collect payments on your behalf. Our focus is on keeping your books clean and accurate behind the scenes. That said, we can help make sure your invoicing system is properly set up in QuickBooks Online so you can manage it smoothly.

If you're looking for someone to regularly send invoices, track down unpaid bills, or manage day-to-day client communications around payments, you might want to consider hiring a virtual assistant—or even a full-time bookkeeper if that level of support makes sense for your business. We’re happy to point you in the right direction.

Yes, we can track POS transactions as long as we receive proper documentation—like sales reports or exported data. We'll help you set up a smooth system so your sales are always accounted for accurately.

You don’t need to send us every receipt—but it’s smart to keep them for your own records, especially in case of an audit. That said, forwarding receipts can actually help reduce the number of follow-up questions we need to ask each month.

If your business tracks expenses by job, project, or class (like for contractors, coaches, or educators), sharing receipts can also make that process smoother and more accurate.

We offer receipt management services if you’d like help organizing and storing them—so everything’s in one place and easy to reference.

Yes—we work exclusively in QuickBooks Online because it allows us to deliver accurate, efficient, cloud-based bookkeeping. The good news? We cover the cost of your QuickBooks Online subscription as part of your monthly service, so there’s no extra charge to you.

If you’re not already set up, we’ll handle the entire onboarding process and make sure everything is connected and running smoothly.

No, we work with clients remotely across the U.S. You’ll always have a direct line of communication with us, and your monthly reports and support will be just as consistent and personal as if we were right down the street.

Yes—we start by reviewing your books in detail, cleaning up anything that needs attention, and getting your QuickBooks Online file organized. That includes reviewing your chart of accounts, making sure bank and credit card feeds are connected properly, and establishing a monthly process that works for you. If there’s clean-up work to be done, we’ll talk through it and include it in your onboarding plan.

We work on a month-to-month basis. No long-term contracts. We just ask that you give us 30 days’ notice if you ever decide to pause or end services.

No, we don’t file taxes—but we do prepare your books so your CPA has everything they need. We’ll even coordinate directly with them if needed. If you don’t have a tax pro, we can connect you with someone we trust.