Our Services
Our tailored services are rooted in the same strength and reliability as the mighty oak.
Bookkeeping
We provide accurate, organized, and stress-free bookkeeping tailored for small businesses. We track every transaction, reconcile your accounts, and keep your books current so you have clear, reliable financial insights year-round.
Payroll & 1099 Services
We provide accurate, on-time payroll for employees and 1099 contractors. We handle payments, taxes, and compliance so you can focus on running your business.
Financial Reporting
Clear, accurate monthly reports that summarize your business’s performance, track key metrics, and provide the insights you need to make confident financial decisions.
Catch-up/Clean-up Work
Are you behind and feel lost on where to start? We can 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
Tailored bookkeeping and accounting support for new businesses, including company setup, financial guidance, and a discounted QuickBooks Online subscription*—giving you the tools and foundation to launch with confidence.
* To qualify for the discount you must be a NEW QuickBooks Customer that doesn't have a current subscription and The Oak Ledger has to be your ProAdvisor (no additional fee).
For more details contact us.
24+
Years of experience in accounting and finance.
8,760+
Days of refining our process to best serve you.
210,240+
Hours staying up-to-date with the latest tools.
