Your trusted partner in accounting and tax services
At Oak Tree Owl Bookkeeping, we understand the importance of accurate financial record-keeping for small businesses. As a certified bookkeeper, I, Katrina Woehlcke, founder of Oak Tree Owl Bookkeeping, am dedicated to providing affordable, timely, and accurate bookkeeping services to help entrepreneurs like you focus on growing their businesses.
Services
Oak Tree Owl Bookkeeping offers a range of services designed to cater to the unique needs of small businesses in Long Beach, California, and surrounding areas. Our services include:
Outsourced Bookkeeping: We provide part-time or temporary bookkeeping services to support your business, with fixed monthly rates and packages.
Bookkeeping Services: Our services include setting up and managing your bookkeeping systems, processing financial transactions, generating financial reports, and ensuring compliance with financial regulations.
QuickBooks Online Setup: We offer a one-time setup fee for QuickBooks Online set-up, which includes configuring your financial records, setting up your company, and training you on how to use the system.
Benefits of Using Oak Tree Owl Bookkeeping
By choosing Oak Tree Owl Bookkeeping, you can enjoy the following benefits:
Predictable and Consistent Costs: Our monthly fixed-fee packages provide predictable and consistent costs, eliminating the stress of fluctuating hourly charges.
Time-Saving: Our services free up your time to focus on growing your business, rather than spending hours on bookkeeping and financial tasks.
Improved Financial Control: Our services provide you with accurate and timely financial information, enabling you to make informed business decisions.
Professional Guidance: As a certified bookkeeper, I provide expert guidance on financial management, helping you avoid costly mistakes and ensure compliance with financial regulations.
Our Services Packages
We offer three service packages: Acorn, Roots, and Trunk. Each package is designed to cater to the unique needs of small businesses, and our pricing is listed below:
- Acorn Package: $195/month (Best suited for small businesses with fewer than 10 transactions per month)
- Roots Package: $295/month (Best suited for small businesses with 10-50 transactions per month)
- Trunk Package: $495/month (Best suited for small businesses with more than 50 transactions per month)
How It Works
At Oak Tree Owl Bookkeeping, we believe in maintaining open communication and transparency in our services. Here's how our process works:
1. Initial Consultation: We schedule a complimentary consultation to discuss your bookkeeping needs and goals.
2. Package Selection: We recommend the most suitable package based on your business needs and budget.
3. Ongoing Services: Our certified bookkeeper provides regular bookkeeping services, monitoring your financial transactions, and generating financial reports.
4. Regular Communication: We maintain regular communication to ensure that your bookkeeping needs are met, and that you have the necessary information to make informed business decisions.
Let's Chat!
If you're looking for a certified bookkeeper to free up your time and help you manage your finances with confidence, we'd love to chat with you. Contact us today to schedule your complimentary consultation and discover how Oak Tree Owl Bookkeeping can support your small business.

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