Oak Tree Owl Bookkeeping

At Oak Tree Owl Bookkeeping, we believe in the power of local businesses and the unique character they bring to our communities. As a certified bookkeeper with over 12 years of experience, Katrina Woehlcke founded Oak Tree Owl Bookkeeping to provide affordable, timely, and accurate financial information to small businesses in Long Beach, CA, and surrounding areas.

Katrina has worked as a bookkeeper for small to medium private companies for over a decade, following in her father's footsteps as an accountant. Her passion lies in helping business owners understand and control their finances, allowing them to focus on growing their business. Katrina's goal is to help local small business owners maintain and grow their businesses, which in turn contribute to the vibrant and unique character of Long Beach.

Oak Tree Owl Bookkeeping specializes in providing outsourced certified bookkeeping services on a part-time or temporary basis, with fixed monthly rates and packages. We work closely with your tax preparer or CPA to ensure your financials are running smoothly. We also offer a free QuickBooks Online setup, which is a limited-time offer.

In addition to our standard bookkeeping services, we offer a special service for new businesses. Starting a new business can be overwhelming, and we can help you get set up right from the start. Our mission is to free up your time so you can focus on doing what you do best.

If you're behind on your books or have a financial mess, we can help you catch up or clean up your finances. We offer affordable, qualified, and trustworthy certified bookkeeping services, giving you peace of mind and predictable monthly fixed costs.

Our services are designed to support locally-owned independent businesses, which are the backbone of our community. By supporting these businesses, we help preserve the one-of-a-kind character of Long Beach and ensure that our community remains vibrant and unique.

Services Offered

At Oak Tree Owl Bookkeeping, we offer a variety of services to cater to the unique needs of each business. These services include:

• Outsourced Certified Bookkeeping: We provide part-time or temporary bookkeeping services with fixed monthly rates and packages.
• New Business Setup: We help new businesses get set up right from the start, ensuring they have a solid financial foundation.
• Cleanup and Catch-Up Services: We assist businesses that are behind on their books or have a financial mess, helping them get back on track.
• Liaison Services: We act as a liaison between your CPA or tax preparer, ensuring that your financials are running smoothly.

Benefits of Hiring a Bookkeeper

Hiring a bookkeeper can have numerous benefits for your business. These include:

• Time Savings: By outsourcing your bookkeeping needs, you can free up your valuable time to focus on growing your business.
• Financial Clarity: A bookkeeper can provide you with accurate and timely financial information, helping you make informed decisions about your business.
• Predictable Monthly Costs: With fixed monthly rates and packages, you can budget your bookkeeping expenses more effectively.
• Peace of Mind: Knowing that your financials are in order can give you peace of mind and reduce stress.

How It Works

At Oak Tree Owl Bookkeeping, we believe in transparency and open communication. Here's how our process works:

1. Initial Meeting: We start with an initial meeting to discuss your business needs and how we can assist you.

2. Customized Plan: Based on our discussion, we create a customized plan that meets your specific needs and budget.

3. Implementation: We implement the plan, providing you with timely and accurate financial information.

4. Ongoing Support: We offer ongoing support and assistance, ensuring that your financials remain in order.

If you're interested in learning more about how Oak Tree Owl Bookkeeping can help your business grow, we'd love to grab a cup of coffee and chat with you. The first meeting is complimentary and obligation-free. Give us a call at (562) 743-8972 or send us an email to schedule our first meeting.