Services
At Oak Financial, I offer thoughtful, reliable bookkeeping and controller-level support for local small businesses. Services are tailored to your needs, with a focus on accuracy, clarity, and peace of mind so you always know where your business stands.
1
Monthly Bookkeeping
Ongoing bookkeeping that includes transaction categorization, bank and credit card reconciliations, and monthly financial reports - providing clarity, consistency, and peace of mind.
2
Bookkeeping Catch-Up & Clean-Up
If you’re behind or things feel messy, I’ll help you get organized quickly and without judgment - handled carefully and thoroughly.
3
Setup & Systems Support
Support for new businesses or growing operations that need their bookkeeping set up the right way. This includes initial bookkeeping setup, organization, and process improvement to create efficient, reliable systems that support accurate reporting and future growth.
4
Process Improvement & Organization
Streamlining bookkeeping processes to improve accuracy, efficiency, and consistency going forward.
5
Optional Add-On
Add-on services such as AP / AR support, payroll coordination, and custom reporting. Services are customized based on your business size, complexity, and goals.
How it works
1. Consultation
We start with a conversation about your business, your current books, and what you need.
2. Customized Support
Services are tailored to your business, whether you need ongoing bookkeeping or help getting organized.
3. Ongoing Clarity
You receive accurate books, clear reporting, and the peace of mind that comes with knowing your finances are handled.
