Whether you’re switching software or starting from scratch, getting set up properly matters. A clean, customized setup gives you clarity and confidence in your books from the beginning. We only take a few new clients at a time to ensure the best experience. Schedule your call today to save your spot.

Key tax deadlines are approaching for individuals, businesses, and nonprofits—including special extensions for areas impacted by July’s storms. Here’s what to know.

Choosing the right business credit card can save you money and make your finances easier to manage. Here are smart tips to find the best card for your business and how Oak and Ledger can guide you.

Even small bookkeeping mistakes can raise red flags with the IRS. Learn the most common income-related issues that could attract attention and how Oak and Ledger can help you keep your books audit-ready.

If your accounting software feels clunky, confusing, or no longer fits your needs, you’re not alone. Many businesses outgrow their system as they grow. Upgrading can save you time and frustration with better features and reporting. Let us help you make the switch the right way.

Not all financial advice suits every business. Learn how to discern what works for you by focusing on personalized strategy and your unique numbers.

Manage your seasonal cash flow with confidence. Learn key financial strategies to stabilize your business year-round and make the most of both busy and quiet periods.

Confused about EBITDA and net income? Learn the difference between these two vital financial metrics, how they impact your business, and which to focus on for smarter decisions.

The Weekly Ledger is your go-to resource for practical bookkeeping advice, financial insights, and small business tips—delivered with clarity and intention. Whether you're navigating tax season or looking for ways to boost profitability, we break down the numbers so you can focus on growth.

Running a small business means juggling countless responsibilities—and the books are often the last thing you want to think about. Oak and Ledger was created to change that. Rooted in personal experience and a deep understanding of small business challenges, we provide bookkeeping that brings clarity, confidence, and control—so you can focus on growing your dream, not just managing numbers.

Curious if a virtual bookkeeper could be a better fit than a local one? Here’s why business owners are switching—and how it can streamline your workflow.

Feeling like your revenue isn’t matching your workload? It might be time to revisit your pricing. Here’s how to know when—and how—to adjust with confidence.

Is your business budget still working for you? Discover how to assess your budget's effectiveness, identify changes in your financial landscape, and ensure your spending aligns with your growth goals. Learn the steps to review your budget and make adjustments for better financial planning.

Discover why separating your personal and business finances is essential—even if you’re a sole proprietor. A dedicated business account keeps your books clean, your tax prep easier, and your business more professional.

Not sure which QuickBooks Online plan is best for your business? Learn how to select the right plan based on your current needs, future goals, and budget to avoid overpaying or underutilizing features.

Scaling a business is exciting—but without financial clarity, it can lead to cash flow issues and costly surprises. In this post, we break down the essential numbers every small business owner should track to grow with confidence.

In this issue:
Economic uncertainty doesn’t have to shake your business. This month, we’re sharing four practical ways to stay financially strong — from managing cash flow to finding new income streams. Whether you're just getting started or scaling up, these tips will help you stay steady and prepared, no matter what the market looks like.