Bookkeeping that tells your story and fuels your growth.
Monthly, quarterly, clean-up, and catch-up services tailored to your business.
We take the time to understand your business and bring your books into alignment with your goals. Whether you are behind or just starting out, we meet you where you are and keep your books current month after month.
Bookkeeping Service Options
Quarterly Bookkeeping
For the micro business that needs clarity without the monthly commitment.
Ideal for: new businesses, seasonal businesses, micro service providers, and owners who want financial organization without ongoing monthly involvement.
Starting at $250 per Quarter
Monthly Bookkeeping
For the growing entrepreneur ready for consistency, clarity, and financial confidence.
Ideal for: service providers, storefronts, trades, online businesses, and any business with consistent activity.
Starting at $300 per Month
Additional Bookkeeping Services
For the business owner who wants monthly bookkeeping and additional services like accounts receivable, payables, and payroll.
Ideal for: owners who want to completely outsource their bookkeeping operations.
Starting at $450 per Month
Clean up and catch up services are available if your books are behind. We will assess what is needed during your consultation.
How It Works
Your finances deserve a process that feels organized, transparent, and supportive from day one. At Oak and Ledger, we follow a clear step by step approach so you always know what to expect. From your first inquiry to ongoing bookkeeping, each phase is designed to create clarity, protect your business, and give you reliable numbers you can confidently use to make decisions.
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This is our time to understand your financial picture and how your business operates. If your books are behind or you are unsure where things stand, that is completely normal. Many clients come to me in this exact stage. I simply ask for at least the past three months of bank statements for all business accounts so I can get an accurate view of your activity. An NDA will be sent before anything is reviewed so your confidential information is protected from the start.
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After reviewing your financial information, you will receive a tailored proposal with pricing for monthly bookkeeping and for any clean up or catch up work that may be needed. Every business operates differently, so your proposal is built around the level of support and accuracy you need.
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Once the first invoice is paid and your service agreement is signed, onboarding begins. We will connect or create your QuickBooks Online account through my accounting firm, connect all applicable banking and credit card accounts, and request view only access for your banking and point of sale systems. This step ensures your books are set up correctly so your ongoing bookkeeping runs smoothly each month
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If your books are behind, catch up bookkeeping will be completed first. This includes organizing past financial activity, categorizing transactions, reconciling accounts, and bringing your records fully current. Once everything is aligned and accurate, we move into onboarding and ongoing monthly support.
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After your books are brought fully up to date, your monthly bookkeeping begins. You will receive weekly check ins on the status of your books and any pending questions on transactions. This keeps everything accurate and ensures there are no surprises. Clean books lead to clear decisions, and that is exactly what this process is designed to give you.
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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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.
What if I need additional services?
Every business operates differently, and additional support needs often evolve over time. During our consultation call, we will review your current systems, workflow, and operational demands to determine whether expanded services are appropriate for your business.
All add-on services are available exclusively to active Oak and Ledger bookkeeping clients and are thoughtfully integrated into your existing package to ensure alignment, efficiency, and consistency as your business grows.
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Accurate bookkeeping starts with clean documentation. If you find yourself with receipts in your car, inbox, purse, or camera roll, we can implement a streamlined receipt management system.
This includes setting up a secure digital workflow for collecting, storing, and matching receipts to transactions inside your accounting software. The goal is simple: no missing documentation, no guessing at tax time, and no last-minute scrambling.
You stay organized in real time, not just during tax season.
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If you are sending invoices but unsure who has paid, who is late, or how much cash is still outstanding, accounts receivable support may be the next step.
We can assist with invoicing workflows, tracking outstanding balances, monitoring aging reports, and ensuring payments are properly applied. Clear receivables management improves cash flow, strengthens client communication, and gives you visibility into what is actually coming in.
Revenue is important. Collected revenue is essential.
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As your vendor list grows, so does the complexity of managing bills, due dates, and approvals. Accounts payable support ensures your bills are entered accurately, tracked properly, and paid on time.
We can help implement an organized bill management system so nothing is missed and you maintain strong relationships with your vendors. Structured payable processes also improve cash planning and prevent unnecessary late fees or duplicated payments.
Clean systems create confidence.
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Payroll is one of the most sensitive and technical areas of your financial operations. It involves compliance, tax liabilities, employee classifications, and precise reporting.
Oak and Ledger can process payroll using an approved payroll service provider, with clear processes and internal controls in place. This includes reviewing payroll reports, ensuring accurate wage and tax entries, and reconciling payroll liabilities within your books.
To maintain compliance and protect both your business and ours, payroll services are offered within defined parameters. We do not provide HR services, legal advice, or tax strategy related to employee classification, but we work alongside your payroll provider and CPA to ensure your financial records remain clean and accurate.
Payroll should feel structured, not stressful.
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For active Oak and Ledger bookkeeping clients, additional operational support is available to help manage the day to day demands of running your business. This may include inbox management, scheduling coordination, customer communication, document organization, CRM updates, and other administrative tasks that keep your operations running smoothly.
Because we already understand your business structure and internal systems, this support is integrated seamlessly and delivered within a clearly defined scope. The goal is simple: reduce the tasks on your plate while maintaining consistency, professionalism, and operational efficiency across your business.
“I cannot speak highly enough of Jessie for all your bookkeeping needs!”
“We've worked together for about 6 months through the initial purchase of my first business and now into the day to day operations. Jessie has gone above and beyond her role to connect me to other resources and professionals to support my needs. Her reports are detailed, and easy to understand, not to mention very pretty - my accountant really appreciates this! Jessie is proactive and a self started, initiating tasks to get the information she needs to be successful without needing my guidance. I really appreciate this as a business owner since I'm already bogged down with administrative work and my time is so precious. And finally, Jessie is thoughtful and caring. Small touches like a handmade congratulations card, and sending flowers during the holidays really demonstrated how invested in her clients' success. It means so much to me knowing that Jessie is in my corner - a trait that not common amongst other professionals.”
— Kate, Convivial Wellness Group
FAQs
What does a bookkeeper actually do for a small business?
A bookkeeper handles the day-to-day financial organization of your business so your numbers are accurate, up to date, and easy to understand. This includes categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial reports.
At Oak and Ledger, we work inside QuickBooks Online as the central system while you continue running your business using your existing tools for invoicing, payments, and operations. Bookkeeping gives you clarity around cash flow, profitability, and trends so you can make informed decisions throughout the year, not just at tax time.
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.
How do you price?
Pricing depends on your business’s structure and activity level. Factors include the number of bank accounts, transaction volume, payroll, 1099s, POS systems, and any special reporting like classes, jobs, or projects.
If your books aren’t current within the last three months, I’ll also provide a separate quote for catch up bookkeeping.
To create an accurate proposal, we’ll schedule a call to discuss how your business operates and where the books stand today. With an NDA in place, I typically review three months of bank statements to verify transaction volume. If you prefer not to share statements, we can still move forward with a detailed call, and pricing will be guaranteed for three months to ensure the quoted rate matches the workload.
What if my books are behind or non-existent?
You are not alone. Many business owners come to Oak and Ledger after months or even years of transactions have gone unrecorded. Catching up your books simply means organizing past transactions, categorizing income and expenses correctly, and reconciling your accounts so your financial records are accurate and complete.
We offer Catch-Up and Clean-Up bookkeeping to bring everything up to date. Once your books are organized, you will have reliable financial reports that help you understand how your business is performing and prepare for tax filing.
Instead of scrambling at tax time, this process gives you a clear financial foundation moving forward. From there, we can also discuss ongoing bookkeeping support so your records stay organized and your financial data becomes a tool you can use to make better decisions and grow 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. If you’re not already set up, we’ll handle the entire onboarding process and make sure everything is connected and running smoothly.
Do you work with external platforms like Jobber, Shopify, Square, Etsy, or Squarespace?
Yes. Many of our clients run their businesses using external platforms for invoicing, payments, scheduling, or online sales. We regularly work alongside tools such as Jobber, Shopify, Square, Etsy, and Squarespace, and so much more!
QuickBooks Online remains the central system for your accounting, while these platforms feed into it either through direct integrations or a structured manual workflow. During onboarding, we review how each system is being used, confirm that data is flowing correctly, and clean up any issues caused by improper or duplicate syncing.
Not every platform should be fully integrated, and connecting everything automatically can sometimes create more problems than it solves. We take a thoughtful, intentional approach to ensure your books stay accurate, your revenue is properly recorded, and your financial reports actually reflect how your business operates.
If you are using a platform not listed here, we will review it during onboarding and determine the best way to incorporate it into your bookkeeping system.
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.
Your Books Deserve Stability
Running a business comes with enough moving parts. Your bookkeeping should not be one of them. When your numbers are accurate, organized, and updated monthly, you get the confidence to make better decisions and the support to grow without stress.
Whether you need full monthly management, quarterly support, or help getting caught up, Oak and Ledger is here to simplify your financial foundation so you can focus on the work that matters most.