October 15 is the final major IRS deadline for fiscal year 2024. Clean books mean accurate filings, saved deductions, and peace of mind. Don’t wait until it’s too late.

September 15 is one of the most important IRS deadlines of the year. Q3 estimated taxes and extended S-Corp/Partnership returns are due today. Missing it can mean penalties, stress, and missed deductions. Here’s what to do if you fell behind.

September 15 is one of the most important IRS deadlines of the year. That’s when Q3 estimated tax payments and extended S-Corp/Partnership returns are due. Missing it doesn’t just mean stress — it means penalties, interest, and higher CPA fees as professionals rush to complete a year’s worth of work in days. Clean books make the difference between chaos and confidence.

Tax deadlines don’t have to feel like emergencies. With the right internal controls — monthly reconciliations, organized receipts, and a clear checklist — you’ll stay ahead, avoid penalties, and feel confident year-round.

Falling behind on bookkeeping is common, but waiting costs more. Catch-up bookkeeping gets your records organized, tax-ready, and gives you clarity to grow with confidence

September 15 brings major IRS deadlines for small business owners. Don’t wait until the last minute — catch up on your books now to avoid stress, penalties, and higher fees.

Running more than one business? Keep each one compliant by setting up its own books. Here’s how to stay organized and avoid costly mistakes.

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.