Services Built for Small Businesses

What We Offer

At Oak and Ledger, we specialize in providing personalized bookkeeping services that are designed to keep your finances organized and efficient. We work closely with you to create tailored systems that ensure your financial data is accurate, accessible, and easy to manage. With our expert guidance, you’ll have the clarity and confidence to make informed decisions, giving you more time to focus on growing your business. Whether you're looking to stay on top of daily transactions or need support in more strategic financial areas, we’re here to help you every step of the way.

Our Services

We provide personalized, efficient, and comprehensive financial management services.

Bookkeeping

Keep your financial records accurate and up to date with customized bookkeeping solutions. Whether you need ongoing support, a full cleanup, or a one-time catch-up, we ensure your books are well-organized and error-free. From categorizing transactions to reconciling accounts, we help you maintain a clear financial picture, making tax time stress-free and business decisions easier.

Accounts Payable

Stay on top of your expenses with our Accounts Payable service. We manage your vendor bills, ensuring payments are made on time and accurately. We’ll track due dates, review invoices for accuracy, and process payments in a timely manner, helping you avoid late fees while maintaining strong relationships with suppliers and contractors.

Accounts Receivable

Keep your cash flow healthy with our Accounts Receivable management service. We’ll handle invoicing, track outstanding payments, and send timely reminders to clients, ensuring you get paid on time. Whether you're managing recurring billing or one-time projects, we’ll work to streamline your process and minimize delays, so your business stays financially stable and organized.

Payroll Service

Simplify payroll with accurate calculations, tax compliance, and timely payments for your employees and contractors. We handle payroll processing, direct deposits, tax withholdings, and filings to keep you compliant with state and federal regulations. Whether you need ongoing payroll management or a one-time setup, we ensure everything runs smoothly and stress-free.

1099 Vendor Management

Ensure your independent contractors are properly tracked and reported with seamless 1099 vendor management. We organize and maintain vendor records, track payments throughout the year, and handle year-end 1099 filings to keep you in compliance. Avoid the hassle of last-minute paperwork and ensure accurate reporting with our efficient system.

Clean-Up and Catch-Up Services

If your books are overdue or disorganized, our clean-up and catch-up services are here to help. We’ll categorize, reconcile, and bring everything current—giving you a strong financial foundation to move forward.

Receipt Management

Stay organized and audit-ready with our receipt management service. We categorize and store your receipts digitally, making it easy to track expenses and maximize deductions. Say goodbye to lost receipts and clutter—our system ensures you always have accurate records when you need them.

QuickBooks Training and Set-Up

New to QuickBooks Online? We’ll help you choose the right plan, set up your file properly, and guide you through the tools you’ll actually use—so you feel confident managing your finances from day one.

Miscellaneous Services & Filings

Available only to active clients, this add-on covers one-time administrative support, custom reports, or special filing needs. Perfect for when something comes up that doesn’t fall into regular bookkeeping—but still needs expert handling.

Personal Financial Administration

For high-net-worth individuals who need discreet, detail-oriented support with managing personal finances, our Personal Financial Administration service offers comprehensive assistance. From monitoring bank accounts to coordinating bill payments and organizing financial records, we handle the administrative side of your wealth. Our goal is to keep everything running smoothly, giving you peace of mind while freeing up your time for more important matters. Whether it's preparing for tax season or liaising with your trusted advisors, we ensure your personal finances stay organized and secure.

Effortless Bookkeeping & Financial Tracking – No Commitment Needed

Want to stay on top of your business finances without the hassle of full-service bookkeeping? Our easy-to-use digital resources give you the tools to track income, expenses, and financial goals at your own pace. Whether you need a simple bookkeeping tracker, a structured business plan, or a beginner’s guide to QuickBooks Online, we’ve got you covered. Take control of your finances—without the commitment. Explore our downloadable tools today!

 FAQs

  • We’d handle all the monthly bookkeeping tasks that tend to pile up when you're busy running your business. That includes categorizing your transactions, reconciling your accounts, making sure everything is organized and accurate, and sending over clear monthly reports so you know exactly where your business stands financially. You’ll still have visibility, but we’ll make sure it’s all done right and on time.

  • Not at all. Everyone starts out just like you—handling everything on their own until it became too time-consuming or uncertain. Whether you’re making a few thousand a month or approaching the $1M mark, we believe every business deserves organized, reliable books. No business is too small for us to help you with your bookkeeping needs.

  • Yes, QuickBooks Online is our main platform, and we’re Certified ProAdvisors. If you’re already using QBO, we’ll review your setup and make sure everything is working efficiently. If you’re not sure which version you’re using—or whether it’s even the right fit—we can help you figure that out too.

  • 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.

  • 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.

  • 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.

  • 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.

  • Absolutely. While we don’t prepare tax returns, we’ll make sure your books are accurate and up to date so your CPA or tax preparer has everything they need—on time and neatly organized. You won’t have to scramble at year-end to figure out where anything is.

Contact us

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