HOW I CAN HELP
Bookkeeping Support
Built Around Your Business
Whether you’re ready to hand off your bookkeeping for the first time, need to get caught back up, want to improve the systems you already have in place, or are simply looking for bookkeeping support that better fits your business, OakPoint offers flexible solutions designed to give you clearer financials, reliable support, and more time to focus on your business.
HOW I CAN HELP
Bookkeeping Support
Built Around Your Business
Whether you’re ready to hand off your bookkeeping for the first time, need to get caught back up, want to improve the systems you already have in place, or are simply looking for bookkeeping support that better fits your business, OakPoint offers flexible solutions designed to give you clearer financials, reliable support, and more time to focus on your business.
Monthly Bookkeeping
Reliable, accurate bookkeeping every month so you always know where your business stands.
- Transaction recording & categorization
- Bank & credit card reconciliations
- Monthly financial reports
- Ongoing communication & support
Catch-Up & Cleanup
Behind on your books? I’ll bring them up to date, clean up what needs attention, and give you a reliable starting point moving forward.
- Review & organize past transactions
- Reconcile outstanding accounts
- Correct categorization & bookkeeping errors
- Deliver clean, accurate, up-to-date books
QuickBooks Online Setup & Optimization
Get QuickBooks Online set up for your business or improve your existing account so your bookkeeping is organized, efficient, and easier to manage.
- Chart of accounts setup & organization
- Customized settings & preferences
- Existing account review & optimization
- Workflow & automation recommendations
Accounts Receivable
Stay on top of what you’re owed and keep cash flowing into your business.
- Customer invoicing
- Payment tracking
- Accounts receivable aging reports
- Past-due invoice follow-up
Accounts Payable
Keep bills organized and vendor payments on track so nothing slips through the cracks.
- Bill entry & tracking
- Vendor payment processing
- Accounts payable aging reports
- Vendor account management
1099 Preparation & Filing
Year-end 1099 preparation and filing handled accurately and on time.
- Collect & verify contractor information
- Prepare required 1099 forms
- Submit 1099s for e-filing through QuickBooks
- Coordinate electronic delivery to recipients
Monthly Bookkeeping
Reliable, accurate bookkeeping every month so you always know where your business stands.
- Transaction recording & categorization
- Bank & credit card reconciliations
- Monthly financial reports
- Ongoing communication & support
Catch-Up & Cleanup
Behind on your books? I’ll bring them up to date, clean up what needs attention, and give you a reliable starting point moving forward.
- Review & organize past transactions
- Reconcile outstanding accounts
- Correct categorization & bookkeeping errors
- Deliver clean, accurate, up-to-date books
QuickBooks Online Setup & Optimization
Get QuickBooks Online set up for your business or improve your existing account so your bookkeeping is organized, efficient, and easier to manage.
- Chart of accounts setup & organization
- Customized settings & preferences
- Existing file review & optimization
- Workflow & automation recommendations
Accounts Receivable
Stay on top of what you’re owed and keep cash flowing into your business.
- Customer invoicing
- Payment tracking
- Accounts receivable aging reports
- Past-due invoice follow-up
Accounts Payable
Keep bills organized and vendor payments on track so nothing slips through the cracks.
- Bill entry & tracking
- Vendor payment processing
- Accounts payable aging reports
- Vendor account management
1099 Preparation & Filing
Year-end 1099 preparation and filing handled accurately and on time.
- Collect & verify contractor information
- Prepare required 1099 forms
- Submit 1099s for e-filing through QuickBooks
- Coordinate electronic delivery to recipients
Payroll Integration & Reporting
Ensure payroll activity is accurately reflected in your books.
Job Costing & Tracking
Track income and costs by job to better understand profitability.
App Integration
Connect the tools you use with QuickBooks for a smoother workflow.
CPA Collaboration
Work seamlessly with your CPA to help keep your books organized and tax-ready.
Payroll Integration & Reporting
Ensure payroll activity is accurately reflected in your books.
Job Costing & Tracking
Track income and costs by job to better understand profitability.
App Integration
Connect the tools you use with QuickBooks for a smoother workflow.
CPA Collaboration
Work seamlessly with your CPA to help keep your books organized and tax-ready.
READY WHEN YOU ARE
Let's Talk About Your Business
Not sure exactly what kind of support you need? That’s okay. We’ll talk about your business, where you’d like it to go, and where OakPoint may be able to help along the way.
READY WHEN YOU ARE
Let's Talk About Your Business
Not sure exactly what kind of support you need? That’s okay. We’ll talk about your business, where you’d like it to go, and where OakPoint may be able to help along the way.
Reliable bookkeeping that gives you more time, clearer financials, and confidence in your business.
QUICK LINKS
SERVICES
- Monthly Bookkeeping
- Catch-Up & Cleanup
- QuickBooks Online Setup & Optimization
- Accounts Receivable
- Accounts Payable
- 1099 Preparation & Filing
… and more
Reliable bookkeeping that gives you more time, clearer financials, and confidence in your business.
QUICK LINKS
SERVICES
- Monthly Bookkeeping
- Catch-Up & Cleanup
- QuickBooks Online Setup & Optimization
- Accounts Receivable
- Accounts Payable
- 1099 Preparation & Filing
… and more