Resources for Entrepreneurs
Running a business means making decisions every day, often without clear financial guidance. This space was created for entrepreneurs who want clarity in their numbers, confidence in their systems, and a calmer relationship with their finances.
Inside, you will find practical education, thoughtful guidance, and trusted tools to help you stay organized, compliant, and focused on growth.
These are the foundational reads I recommend to business owners who want to understand their finances before they outsource or scale.
Featured Articles
Clear guidance without the overwhelm
The Weekly Ledger is where I break down bookkeeping, cash flow, and financial decision making in a way that makes sense for real businesses. No jargon. No pressure. Just clear explanations you can actually use.
Systems We Build Around at Oak and Ledger
The right systems make bookkeeping easier long before the numbers reach your books. These are tools I personally use, recommend to clients, and build workflows around.
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QuickBooks Online
QuickBooks Online is a reliable and flexible accounting system and a great resource for small business owners who want clarity and control over their finances. Oak and Ledger is a Certified Intuit ProAdvisor, which allows us to offer exclusive savings of up to 30 percent off your QuickBooks Online subscription for the first 12 months for eligible clients, while also ensuring your system is set up correctly and built to support your business as it grows.
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Method CRM
Method CRM is a customizable customer relationship management system built to work seamlessly with QuickBooks Online. It syncs customers, invoices, payments, and job data in real time, helping service based businesses manage leads, projects, and billing in one connected workflow while keeping financial data accurate inside QuickBooks Online.
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Squarespace
Squarespace is a clean, reliable website platform and a great resource for small business owners who want a professional online presence without managing complex tech. Oak and Ledger is a Squarespace Circle Silver Partner, which allows us to offer clients free access to Squarespace Circle benefits, including 10 percent off new annual subscriptions and extended three month free website trials, making it easier to build and maintain a polished website that supports your business as it grows.
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1Password
1Password is a secure password management tool that helps small business owners protect sensitive information, streamline logins, and safely share access with team members or professionals. As a trusted system we recommend at Oak and Ledger, 1Password offers a 14 day free trial, making it easy to improve security and organization without added complexity.
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Jobber
Jobber is a powerful client management and invoicing platform built for service based businesses that want more structure before transactions ever reach their books. Oak and Ledger is a Jobber Partner, which allows us to offer clients 20 percent off for six months on monthly subscription plans or 20 percent off annual subscription plans, making it easier to implement a professional system for scheduling, invoicing, payments, and customer communication while keeping your bookkeeping clean and organized.
When you are ready for hands on support
If you reach a point where you want professional guidance, setup, or ongoing bookkeeping support, Oak and Ledger is here to help you build a system that fits your business today and scales with you.