Oakwood Bookkeeping
Where precision and people matter!
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About Naomi
Growing up surrounded by small business, I want to see your business thrive! I ensure my client's books are completed efficiently and correctly, and I enjoy bringing meaning to their financials by highlighting areas of concern, celebration, and opportunity.
Small Business Services
Day-to-Day Accounting
Understanding Your Financials
Day-to-Day Accounting
- Bookkeeping: accurate completion and recording of daily transactions including AR & AP
- Payroll: Precise execution of payroll & corresponding journal entries
- Organization: clear communication & process development so that nothing falls through the cracks
Month End Close
Understanding Your Financials
Day-to-Day Accounting
- Reconciliations: reconcile bank accounts, credit cards, loans, third party systems, etc.
- Sales Tax: complete monthly reporting and filing
- Tie Out & Statement Review: review the P&L in detail as well as tie out each balance sheet account to source documents
Understanding Your Financials
Understanding Your Financials
Understanding Your Financials
- Reporting: explain your financial statements so they make sense to you
- Goals: discuss your business goals & help you track progress
- Looking forward: provide accurate, timely, and understandable financials so that you can make decisions for the future