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 management solutions. Our certified bookkeeping services are designed to alleviate the burden of financial record-keeping, allowing business owners to focus on growth and innovation. With over 12 years of industry experience, we specialize in providing accurate, timely, and cost-effective bookkeeping through remote services using QuickBooks Online. Our team collaborates closely with CPAs and tax preparers to ensure seamless financial operations while maintaining strict compliance with industry standards. We take pride in supporting locally-owned businesses that contribute to the unique character of our community. Our fixed monthly fee structure eliminates unpredictable costs, and our personalized approach ensures clients receive tailored solutions that meet their specific needs.By leveraging cloud-based technology, we offer real-time financial insights that enable informed business decisions. Our commitment to excellence is demonstrated through our Professional Bookkeeper Certification (PB), QuickBooks Online ProAdvisor status, and membership in the American Institute of Professional Bookkeepers. We prioritize transparency in all communications and strive to build long-term relationships based on trust and mutual understanding. Our mission extends beyond financial managementwe aim to be a strategic partner in our clients' success by providing actionable insights derived from accurate financial data.
Services
Bookkeeping Services
QuickBooks Setup
Tax Preparation Support
Financial Reporting
CPA Collaboration
Details
- Year established: 2014
Highlights and features
- We offer 12 years of specialized bookkeeping experience for small businesses.
- Our fixed monthly fee structure ensures predictable and consistent costs.
- We exclusively support locally-owned independent businesses in Long Beach.
- Our team maintains active collaboration with CPAs and tax professionals.
- We implement cloud-based QuickBooks Online for real-time financial access.
Associations and certifications
- Professional Bookkeeper Certification (PB)
- QuickBooks Online ProAdvisor
- American Institute of Professional Bookkeepers (AIPB)
Services
Certified Bookkeeping Services
Our certified bookkeeping services provide small businesses with accurate financial record-keeping and reporting. Using industry-standard tools, we ensure precise transaction categorization and monthly financial statements. This service helps business owners maintain compliance while gaining clear insights into their financial health through regular reporting and analysis.
QuickBooks Online Setup
We specialize in QuickBooks Online implementation for small businesses. This includes initial account configuration, chart of accounts setup, and integration with banking institutions. Our expertise ensures proper system initialization to enable real-time financial tracking and collaboration between business owners and their accounting professionals.
Tax Preparation Support
We prepare comprehensive year-end tax packages for CPAs, including reconciled financial statements and transaction records. Our detailed documentation ensures accurate tax filings while maximizing eligible deductions. This service streamlines the tax preparation process for both businesses and their accounting professionals.
Financial Reporting
Monthly financial reporting includes balance sheets, profit and loss statements, and customized industry-specific reports. These documents provide business owners with actionable insights into cash flow, profitability trends, and financial position to support strategic decision-making and long-term planning.
CPA Collaboration
We maintain direct communication with CPAs and tax preparers to ensure financial records meet audit requirements. This collaboration includes providing organized documentation, answering accounting inquiries, and implementing tax planning recommendations to optimize financial operations throughout the year.
People
Katrina Woehlcke
Founder
Certified bookkeeper with 12 years of experience supporting small businesses. Holds Professional Bookkeeper Certification (PB) and QuickBooks Online ProAdvisor status. Specializes in cloud-based accounting solutions while advocating for local independent businesses.
Questions
What bookkeeping services do you offer for small businesses?
We provide certified bookkeeping services including transaction categorization, financial statement preparation, tax package organization, and CPA collaboration using QuickBooks Online for remote access.
How are your bookkeeping services priced?
Our services use fixed monthly pricing with packages ranging from $150 to $1,100/month based on transaction volume and required features, ensuring predictable accounting costs.
Do you offer QuickBooks Online setup assistance?
Yes, we provide QuickBooks Online implementation including account configuration, bank integration, and customized setup for $395 as a one-time fee.
How do you collaborate with CPAs?
We maintain direct communication with CPAs, providing organized financial records, answering accounting questions, and preparing comprehensive year-end tax documentation for accurate filings.
What areas do you serve?
We primarily serve small businesses in Long Beach and Los Angeles, California, providing remote bookkeeping services through secure cloud-based technology.
