Dedicated to helping you thrive
Tailored Services
The Oak Ledger is a trusted financial backbone for small businesses—recognized for our unwavering integrity, meticulous precision, and dedication to helping entrepreneurs thrive.
Bookkeeping
Accurate, stress-free bookkeeping for small businesses, keeping your accounts organized and up to date with clear financial insights year-round.
Payroll & 1099 Services
Payroll has never been so easy. We handle on-time payroll for employees and 1099 contractors so you can focus on running your business.
Financial Reporting
Clear, precise monthly reports that track key metrics and give you the insights to make confident financial decisions.
Catch-up/Clean-up Work
Let us help update your books, correct errors, and organize past records—giving you a fresh, accurate starting point for your business finances.
Dedicated to helping you thrive
Tailored Services
The Oak Ledger is a trusted financial backbone for small businesses—recognized for our unwavering integrity, meticulous precision, and dedication to helping entrepreneurs thrive.
Bookkeeping
Accurate, stress-free bookkeeping for small businesses, keeping your accounts organized and up to date with clear financial insights year-round.
Payroll & 1099 Services
Payroll has never been so easy. We handle on-time payroll for employees and 1099 contractors so you can focus on running your business.
Financial Reporting
Clear, precise monthly reports that track key metrics and give you the insights to make confident financial decisions.
Catch-up/Clean-up Work
Let us help update your books, correct errors, and organize past records—giving you a fresh, accurate starting point for your business finances.
Budgeting & Forecasting
Strategic planning services that help you set realistic budgets, project future performance, and stay on track toward your business goals.
Specialized Services
We provide tailored services support for new businesses, including company setup, financial guidance to help give you strong roots to launch with confidence.
WHAT CLIENTS SAY
We couldn’t be more grateful for The Oak Ledger. They are professional, timely, and efficient, yet also kind and personable—we’ve never felt like just a number. Their care and value have brought us such peace of mind, and we deeply appreciate the way they partner with us in our mission.
– Living Loved Project Team
WHAT CLIENTS SAY
I asked Shannon at The Oak Ledger to take a look at my books, and help me get started with QuickBooks Online at the beginning of 2025. I was nervous about learning a new system, but with Shannon’s guidance, and Deborah’s side by side assistance, we are making the transition beautifully! Teaching an old dog new tricks can’t be easy, but Shannon has handled it all with such professionalism, and kindness, that it really is possible! I've never felt better about my accounting system and my handle on the business! Thanks to Shannon and her team!
– Vickie with VSN Designs
WHAT CLIENTS SAY
Working with Shannon at The Oak ledger has been amazing! The attention to detail provided by her and her team has been invaluable for our operations. The best thing I can say is that when she takes task on, I no longer have to worry about if it will be completed, I can relax knowing it's done. I would recommend The Oak Ledger to anyone!!
– Mike with SRG Blinds AZ
ABOUT US
Rooted in the same strength and reliability as the mighty oak, offering our clients peace of mind and financial clarity. The Oak Ledger is here to be the trusted financial backbone for small businesses, recognized for our unwavering integrity, meticulous precision, and dedication to helping entrepreneurs thrive.
We Value Our Clients
Integrity at the Root
Honest, ethical, and reliable in every interaction.
Precision in Every Detail
Numbers you can count on, every time.
Clarity Through Simplicity
Financial data made easy to understand.
Commitment to Growth
Strengthening your financial foundation so you can flourish.
Partnership Mindset
Your success is our success.
Frequently Asked Questions
We provide comprehensive accounting and bookkeeping solutions, including financial statement preparation, payroll, accounts payable/receivable, bank reconciliations, budgeting, and advisory services tailored to your business.
Yes! We specialize in small to mid-sized businesses across multiple industries. Whether you’re a startup, established company, or growing enterprise, we customize our services to fit your needs.
We combine the strength of deep roots with the precision of a well-balanced ledger. Our integrity, accuracy, and personal service ensure you get clear, reliable financial support that helps your business grow.
We use secure, encrypted systems and follow strict confidentiality protocols to protect your data at all times.
We tailor our communication to your preferences — whether you’d like regular weekly updates, monthly check-ins, or quarterly reviews. And if you ever need us in between, we’re just a call or email away.
Yes. We make sure your books are accurate, up-to-date, and ready for your CPA or tax preparer, minimizing stress and surprises.
Simply contact us for a free consultation. We’ll discuss your needs, review your current systems, and recommend a plan that supports your goals.