SERVICES

Ready to turn over a new leaf in bookkeeping? With Oak & Ledger by your side, your finances will be in good hands — balanced in growth and reaching new heights. Let us handle the number-crunching while you watch your business thrive from the roots up!

Sprout Plan (Essential Bookkeeping)

Ideal for: Budding businesses just starting to put down their financial roots.

The Sprout Plan plants the seeds of solid bookkeeping by covering all your essential needs. We take care of the day-to-day basics, giving your business a healthy start and strong roots in finance.
$300/month

Includes:

  • QuickBooks Online setup & chart of accounts review

  • Monthly bank and credit card reconciliations (up to 3 accounts)

  • Categorization of up to 100 transactions

  • Basic financial reports (Profit & Loss, Balance Sheet)

  • Email support for QuickBooks questions

Branch Out Plan (Growth Support)

Ideal for: Growing businesses ready to extend their reach and branch out further.

The Branch Out Plan builds on the Sprout basics with extra nourishment and support for your expanding business. It includes everything in the Sprout Plan plus additional services to manage and grow each branch of your finances, giving you more time to focus on new opportunities.
$500/month

Includes everything in the Essential Plan, plus:

  • Up to 5 bank/credit accounts reconciled

  • Up to 300 transactions

  • Monthly financial review call (Zoom)

  • Accounts receivable/payable tracking

  • Contractor 1099 tracking

  • Sales tax reporting (if applicable)

  • Priority support (email & chat)

Mighty Oak Plan (Full Support)

Ideal for: Established businesses that want comprehensive, “oak-solid” financial support.

The Mighty Oak Plan offers the works – full-service bookkeeping and consulting to keep your business standing tall. You get everything from the Branch Out Plan, plus even more hands-on care and strategic insight. With oak-strong attention to detail, we’ll tend to every limb of your finances and ensure your growth is sturdy and sustainable.
Starting at $800/month (custom quote)

Includes everything in the Growth Plan, plus:

  • Unlimited transactions

  • Monthly cash flow + budgeting analysis

  • Quarterly tax estimate summaries

  • Year-end audit prep

  • On-demand financial consulting calls

  • Unlimited support

One-Time Services

Need a one-time cleanup or setup? I’ve got you covered.

  • QuickBooks Setup & Training: $350

  • Bookkeeping Cleanup Projects: $500–$2,000+

  • Catch-Up Bookkeeping (multi-month): Custom quote

  • Quarterly Reviews/Consulting Calls: $150/session