Business Details
12 Years
experience
Certified Bookkeeping Services for Small Businesses in Long Beach, CA
Founded in 2014, Oak Tree Owl Bookkeeping provides certified bookkeeping services to small businesses in Long Beach, California, and surrounding areas. Our mission is to empower local entrepreneurs by delivering accurate, timely financial information through remote QuickBooks Online solutions. With over 12 years of experience in bookkeeping for small to medium enterprises, we specialize in fixed monthly fee packages that eliminate unpredictable hourly charges.Our services include cloud-based accounting setup, bank reconciliations, financial reporting, and seamless collaboration with CPAs or tax preparers. We prioritize supporting locally-owned businesses to strengthen community economic diversity while offering personalized, stress-free financial management solutions.
Services
Bookkeeping Services
QuickBooks Setup
Financial Reporting
Tax Preparation Support
A/R A/P Management
Details
- Year established: 2014
Highlights and features
- 12 years of experience in small business bookkeeping
- Fixed monthly pricing with no hidden fees
- Remote QuickBooks Online integration for real-time access
- Specialized support for locally-owned independent businesses
- Complimentary initial consultation with certified professionals
Associations and certifications
- Certified Professional Bookkeeper (PB)
- AIPB (American Institute of Professional Bookkeepers)
- QuickBooks Online ProAdvisor
Services
Bookkeeping Services
Certified bookkeeping services using cloud-based QuickBooks Online for small businesses. We handle bank reconciliations, financial reporting, and transaction management with fixed monthly pricing. Our remote solutions provide real-time financial visibility and accuracy.
QuickBooks Setup
Professional QuickBooks Online setup and configuration services. We implement secure cloud accounting systems with initial data migration and training. Our setup includes customized chart of accounts and integration with banking institutions for seamless financial tracking.
Tax Preparation Support
Year-end tax package preparation and CPA collaboration. We provide reconciled financial statements, sales tax reporting, and loan payment documentation to streamline your tax filing process with accurate records.
Financial Reporting
Monthly balance sheets, profit & loss statements, and industry-specific reports. Our reporting includes accounts receivable tracking, overdue account monitoring, and customized financial insights for business decision-making.
A/R A/P Management
Accounts receivable and payable management services. We track outstanding invoices, manage payment schedules, and provide regular reports to maintain healthy cash flow and vendor relationships for your business.
People
Katrina Woehlcke
Founder & Certified Bookkeeper
Certified Professional Bookkeeper with 12 years of experience supporting small businesses. Member of AIPB and QuickBooks Online ProAdvisor. Specializes in cloud accounting solutions for local entrepreneurs while promoting community economic diversity.
Questions
What bookkeeping services do you offer for small businesses?
We provide cloud-based bookkeeping including bank reconciliations, financial reporting, tax preparation support, accounts receivable/payable management, and QuickBooks Online setup with fixed monthly pricing.
How do you work with CPAs or tax preparers?
We collaborate directly with your tax professionals by providing reconciled financial statements, sales tax reports, and loan documentation to streamline your tax filing process.
What areas do you serve?
We primarily serve Long Beach and Los Angeles, California, with remote services available for small businesses throughout California.
How are your bookkeeping fees structured?
Our services use fixed monthly pricing packages (Acorn Tending to Crown Canopy) based on transaction volume, eliminating unpredictable hourly charges with transparent cost structures.
Can you help set up QuickBooks Online for my business?
Yes, we offer professional QuickBooks Online setup including initial configuration, data migration, and customized accounting system implementation with ongoing support included in our packages.
