OAK & LEDGER HISTORY

Rooted in clarity. Built for real life.

Oak & Ledger was created from a simple belief: financial clarity should feel steady, supportive, and realistic for everyday life. This brand exists to bring structure without pressure and guidance without judgment to both your personal and business finances.

With over 25 years of experience in corporate finance, Oak & Ledger is built on a foundation of deep financial knowledge paired with a human-centered approach. That experience spans budgeting, financial reporting, strategic planning, compliance, and operational finance.  All of which inform the systems, tools, and services offered here.

In addition to professional finance experience, Oak & Ledger is supported by:

• AFB certification with tax preparation focus

• QuickBooks ProAdvisor certification

This combination allows Oak & Ledger to serve as both a technical resource and a calm guide.  We are here to help clients understand their numbers while also building confidence in how they manage money day to day.

Money is deeply personal. It touches security, stress, freedom, and future plans. Oak & Ledger exists to quiet the noise, simplify the process, and create systems you can return to again and again as life changes.

Here, you’ll find:

• Organized accounting systems

• Practical tax organization and preparation support

• Real-life budgeting tools that grow with you

• Thoughtful digital planners designed for everyday use

Oak & Ledger serves individuals, families, and small business owners who want more clarity and less chaos in their financial lives.  All without needing to become finance experts themselves.

Every season of life calls for different financial support. Oak & Ledger was created to meet you where you are; whether you’re just getting started, rebuilding, or refining what already works. Clarity grows over time, and you don’t have to figure it out alone.