Business Details
12 Years
experience
Trusted Certified Bookkeeping Services in Long Beach, CA
At Oak Tree Owl Bookkeeping, we are dedicated to empowering small businesses with precise, timely, and affordable financial solutions. Founded in 2014 by Katrina Woehlcke, a Certified Professional Bookkeeper with 12 years of experience, our mission is to alleviate the stress of financial management so business owners can focus on growth. We specialize in outsourced bookkeeping services using QuickBooks Online, offering fixed monthly rates tailored to businesses in Long Beach, CA, and surrounding areas. Our expertise includes seamless integration with tax preparers, real-time financial reporting, and personalized support through monthly client meet-ups. We prioritize data security, leveraging cloud technology to ensure your financial information remains accurate and accessible from any device.By supporting locally-owned businesses, we contribute to the vibrant economic and social fabric of our community. Our commitment to transparency, predictable pricing, and client-centric service has made us a trusted partner for small businesses seeking financial clarity. Whether you're launching a new venture or streamlining existing operations, we provide the tools and expertise to keep your financials running smoothly. Our services are designed to save you time, reduce costs, and offer peace of mind, allowing you to concentrate on what you do bestgrowing your business.
Services
Bookkeeping Services
QuickBooks Setup
Tax Preparation
Financial Reporting
Remote Accounting
Details
- Year established: 2014
Highlights and features
- 12 years of certified bookkeeping experience with QuickBooks Online expertise
- Fixed monthly pricing eliminates unpredictable hourly charges
- Specialized support for locally-owned independent businesses
- Free QuickBooks Online setup with initial consultation
- Personalized CPA collaboration and year-end tax preparation
Associations and certifications
- QuickBooks Online ProAdvisor
- Professional Bookkeeper Certification (PB)
- American Institute of Professional Bookkeepers (AIPB)
Services
Bookkeeping Services
Our certified bookkeeping services provide accurate financial tracking and reporting for small businesses. Using cloud-based QuickBooks Online, we handle transactions, reconciliations, and monthly statements to ensure financial clarity. Our fixed pricing eliminates hourly billing surprises while supporting business growth through reliable financial data.
QuickBooks Setup
We offer complete QuickBooks Online implementation with a one-time $395 setup fee. Our experts configure your accounting system, import historical data, and train you on real-time financial tracking features. This cloud-based solution enables 24/7 access from any device with secure data storage and automatic backups.
Tax Preparation
Our year-end tax packages include comprehensive financial statements and CPA collaboration. We prepare balance sheets, profit/loss reports, and sales tax reconciliations to streamline your tax filing process. Our system ensures all financial records are organized and ready for tax season.
Financial Reporting
We generate monthly financial reports including balance sheets, profit/loss statements, and industry-specific analyses. Our services help business owners track cash flow, monitor overdue accounts, and make data-driven decisions for sustainable growth.
Remote Accounting
Our remote bookkeeping services use secure cloud technology for real-time financial management. Business owners access up-to-date financial data from any location while we handle reconciliations, payroll processing, and loan payment tracking without requiring onsite visits.
People
Katrina Woehlcke
Founder
Certified Professional Bookkeeper with 12 years of experience supporting small businesses. Specializes in QuickBooks Online implementation and financial process optimization. Committed to helping local entrepreneurs achieve growth through accurate financial management.
Questions
What bookkeeping services do you offer for small businesses?
We provide monthly fixed-fee bookkeeping, QuickBooks Online setup, financial reporting, tax preparation support, and CPA collaboration for small businesses in Long Beach and LA County.
How are your bookkeeping services priced?
Our services start at $150/month for micro-startups and go up to $1,100/month for established businesses, with all-inclusive fixed rates and no hidden fees.
Do you offer QuickBooks Online setup assistance?
Yes, we include free QuickBooks Online setup with a one-time $395 fee and provide ongoing support to ensure smooth implementation for your business.
How do you support local businesses in Long Beach?
We specialize in serving locally-owned independent businesses, helping preserve Long Beach's unique character through personalized financial management and community-focused service.
Can you work with my existing CPA or tax preparer?
Absolutely. We seamlessly collaborate with your existing CPA or can refer you to qualified professionals to ensure coordinated financial and tax management.
