BOOKKEEPING & ACCOUNTING SUPPORT

Good books.
Better decisions.

Thoughtful bookkeeping for legal, technology and real estate businesses. We bring order to the details, so you can see where your business stands and focus on the work ahead.

Explore our work

Oak Books, Inc. / United States

Sunlight filtering through the branches of a mature oak tree — A steady foundation for your business.

LegalTechnologyReal estate

BUILT AROUND YOUR BUSINESS

The details matter. We give them our attention.

Every business has its own moving parts. We get to know yours, then keep the books organized, the questions clear and the work moving.

Legal01

Books that understand the practice.

Operating and trust-account records, matter expenses, client cost tracking and partner distributions. We help law firms keep the financial detail connected to their day-to-day work.

Technology02

Clarity as your business evolves.

Contractor payments, payroll records, software expenses and project costs. We help busy teams keep pace with changing operations and see the numbers behind them.

Real estate03

A clearer view of each property.

Income, property expenses, loan balances and transfers between entities. We organize the records so owners and their advisors can follow the financial picture.

THE EVERYDAY WORK

Your books, properly looked after.

A considered approach to the recurring work and the details that need a closer look.

Monthly bookkeeping

Transaction coding, bank and credit-card reconciliations, and a consistent month-end close.

Payments & receivables

Organized bills, invoices, expense records and payment follow-up, with the supporting documents kept together.

Payroll coordination

Payroll entries, contractor records and reconciliations that connect your payroll system with your books.

Reporting & year-end preparation

Clear financial reports, supporting schedules and organized records for your external tax accountant.

OUR APPROACH

Built around your business.

We get to know how your business works, then bring consistency to the records, reports and recurring tasks that keep your finances in order. Our focus is on useful information and dependable bookkeeping support.

Expect a working relationship built on clear questions, regular communication and careful follow-through. From recurring monthly tasks to sorting out the records at year end, the aim is the same: books you can understand and use.

START A CONVERSATION

Let’s talk about your business.

Tell us a little about your business and the bookkeeping support you need.

hello@oakbooksinc.com

Good books.Better decisions.