FAQs
What accounting software do you work with?
We work with a variety of modern accounting platforms and business tools, including: QuickBooks online, NetSuite, Bill.com, Ramp, SAP Concur, Coupa, Microsoft 365, Square, Shopify, Gusto, ADP and J.D Edwards.
If your business uses a different platform, I’m happy to discuss your current technology and determine how I can best support your accounting needs.
Do I need to use QuickBooks?
Not necessarily. While I have extensive experience with QB, my goal is to integrate with your existing processes whenever possible. If you’re already using accounting, expense management, or payroll software, I will work within your current system or help you transition to a platform that’s a better fit.
Do you provide year-end support for my CPA?
Yes, I prepare organized financial records and supporting documentation to make year-end tax preparation smoother for you and your tax professional.
Can you catch up months of overdue bookkeeping?
Absolutely! Whether you’re behind by a few months or several years, I can organize and reconcile your financial records to get you back on track.
How much do your services cost?
Every business has unique needs; I provide customized monthly pricing based on the size and complexity of your business.
How do you protect my financial information?
Protecting your information is a top priority. We use secure, cloud-based systems and follow best practices for handling confidential financial data.
Didn’t find the answer you were looking for? We’d be happy to help. Book a free consultation to discuss how Oak & Ledger Financials can support your business.