Bookkeeping Solutions for Small Business Owners
Because Your Time is Better Spent Running Your Business
You’re great at running your business, but keeping up with the books takes time you don’t have. Oak and Ledger brings clarity and structure so your numbers finally make sense.
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.
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QuickBooks Setup and Training
We teach you how to use QuickBooks confidently so you can manage your own books with ease. Our personalized training sessions are tailored to your business and your level of experience.
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Bookkeeping Services
We keep your business books accurate, organized, and up to date with clear monthly financial reports. Every transaction and account is handled with care so you can focus on growing your business.
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Personal Financial Administration
Your personal finances, managed with precision and privacy. We handle the details so you can focus on living, not record keeping.
Meet Jessie Brundage
I’m a QuickBooks ProAdvisor with a Master’s in Accountancy and over 10 years of bookkeeping experience supporting businesses from startups to companies earning $15 million in annual revenue. At Oak and Ledger, I help small business owners bring clarity and structure to their books so they can focus on growth with confidence.
Client Testimonials
Meet 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.
FAQs
How do I know if I am ready to hire a bookkeeper?
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, allowing us handle the numbers.
When does it make sense to hire a virtual bookkeeper instead of an in-house bookkeeper?
A virtual bookkeeper makes sense when you want expert financial management without the cost of a full-time hire. If your business doesn’t need someone in the office every day, you’re looking for someone part-time, or you value flexibility and cloud-based systems, a virtual bookkeeper is the better fit. You’ll still get accurate, timely reports and professional support… just without payroll taxes, benefits, or extra overhead.
How does it work?
Everything is handled virtually for your convenience. Once you’re onboarded, we connect your accounts securely through QuickBooks Online and begin reviewing transactions each week. You’ll receive consistent updates, monthly financial reports, and ongoing communication through email. No additional logins required! Oak and Ledger keeps your books accurate and up to date so you can stay focused on running your business.
If I already have a CPA doing my bookkeeping, then why would I need you?
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.
Do I need to use QuickBooks Online?
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.
Will you file my taxes?
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.
