Meet the Owner

Hi, I'm Cody

The Person Behind OakPoint Bookkeeping

I’ve always been someone who enjoys the little details—numbers that balance, lists that get checked off, and bringing organization to something that once felt a little chaotic. I’m naturally detail-oriented, dependable, and probably a little more excited about a well-organized spreadsheet than most people.

Outside of work, the people in my life are what matter most to me. I spend most of my free time with my partner, family, friends, and my dog, and a lot of what motivates me is building a future with the people I care about. That’s also shaped the way I think about work—I believe a successful business should give you more opportunity to enjoy your life, not constantly take you away from it.

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WHAT YOU CAN EXPECT

What You Can Expect From Me

Clear Communication

You’ll always know where things stand and what, if anything, needs your attention.

Dependable Support

Consistent, reliable bookkeeping you can count on month after month.

Attention to Detail

Your books are handled carefully, accurately, and with the details kept in order.

A Personal Approach

You’ll work directly with someone who takes the time to understand you and your business.

WHY OAKPOINT

Why I Started OakPoint

I’ve always enjoyed numbers, lists, and keeping things organized, but I’ve also always found a lot of fulfillment in helping people. When I started thinking about building a business of my own, I wanted to find a way to bring those two things together.

So I started asking business owners I knew a simple question: “What’s something in your business that would make your life easier if someone took it off your plate?”

Bookkeeping kept coming up. I heard about the stress of trying to get to the books after an already long week, how easily they could get pushed aside, and the frustration that came when everything started piling up.

That’s what led me to OakPoint. I realized bookkeeping could be more than keeping financial records organized. It could be a way to give business owners back some of their time, remove a source of stress, and give them confidence that an important part of their business is being taken care of.

My hope is to grow OakPoint into a name business owners know and trust—one built around giving people more time, less stress, and one less thing to worry about.

Bookkeeping is simply the way I get to do that.

Reliable bookkeeping that gives you more time, clearer financials, and confidence in your business.

SERVICES

  • Monthly Bookkeeping
  • Catch-Up & Cleanup
  • QuickBooks Online Setup & Optimization
  • Accounts Receivable
  • Accounts Payable
  • 1099 Preparation & Filing
                    … and more

CONNECT

Schedule a Free Consultation

Reliable bookkeeping that gives you more time, clearer financials, and confidence in your business.

SERVICES

  • Monthly Bookkeeping
  • Catch-Up & Cleanup
  • QuickBooks Online Setup & Optimization
  • Accounts Receivable
  • Accounts Payable
  • 1099 Preparation & Filing
                    … and more

CONNECT

Schedule a Free Consultation
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