Business Details
12 Years
experience
Certified Bookkeeping Services in Long Beach, CA
Founded in 2014, Oak Tree Owl Bookkeeping has been dedicated to empowering small businesses in Long Beach and Los Angeles with reliable financial solutions. Our certified professionals bring over a decade of combined experience in bookkeeping, specializing in QuickBooks Online integration to streamline financial operations. We prioritize personalized service, working closely with clients to ensure accurate record-keeping, tax preparation support, and financial reporting tailored to individual business needs.Our commitment to local businesses fosters community growth by allowing entrepreneurs to focus on their core operations while we manage their financial foundation. With a focus on transparency and predictable pricing, we deliver value-driven services that enhance business efficiency and client satisfaction.
Services
Bookkeeping Services
QuickBooks Online Setup
Tax Preparation Support
Financial Reporting
Business Start-Up Assistance
Details
- Year established: 2014
Highlights and features
- We offer 12 years of certified bookkeeping experience tailored to small businesses.
- Our fixed monthly fee packages eliminate unpredictable hourly charges.
- Certified QuickBooks Online ProAdvisor ensures seamless digital integration.
- Free initial consultation to assess your business's unique financial needs.
- Specialized support for locally-owned businesses in Long Beach and LA.
Associations and certifications
- QuickBooks Online ProAdvisor
- Professional Bookkeeper Certification (PB)
- American Institute of Professional Bookkeepers (AIPB)
Services
Bookkeeping Services
Our certified bookkeeping services provide accurate financial record-keeping for small businesses. We handle transaction coding, bank reconciliations, and monthly reporting to ensure clarity and compliance. Clients receive timely financial statements to support informed business decisions.
QuickBooks Online Setup
We specialize in QuickBooks Online implementation for new businesses. This includes company file configuration, chart of accounts setup, and integration with bank accounts. Our goal is to establish a streamlined digital financial system tailored to your operational needs.
Tax Preparation Support
We prepare comprehensive year-end tax packages for CPAs, including reconciled financial statements and transaction records. Our documentation ensures accurate tax filings while maximizing deductible expenses through meticulous record-keeping.
Financial Reporting
Monthly financial reports provide business performance insights through balance sheets and profit/loss statements. We analyze key indicators to identify trends, cash flow patterns, and growth opportunities specific to your industry.
Business Start-Up Assistance
We guide new businesses through financial setup processes, including accounting system implementation and tax registration. Our fixed-fee packages offer predictable costs for foundational financial management during your critical early operations.
People
Katrina Woehlcke
Founder
Certified bookkeeper with 12 years of experience supporting small businesses. QuickBooks Online ProAdvisor committed to helping local entrepreneurs achieve financial clarity and business growth through personalized service.
Questions
What bookkeeping services do you offer for small businesses?
We provide monthly bookkeeping packages including transaction coding, bank reconciliations, financial reporting, and tax preparation support using QuickBooks Online.
Do you offer QuickBooks Online setup assistance?
Yes, we provide initial QuickBooks Online setup for new businesses at a one-time fee of $395, including company file configuration and system integration.
Are your bookkeeping fees fixed or hourly?
All services are offered at fixed monthly rates, ensuring predictable costs without unexpected hourly charges for our clients.
How do you handle client document collection?
We accept documents through secure file sharing, mail, or local pickup in Long Beach. Clients may also grant restricted online access for statement retrieval.
Do you work with local businesses only?
While based in Long Beach, we serve businesses throughout Los Angeles County with remote bookkeeping solutions tailored to local business needs.
