Show your business who's boss.
(Yes, you can do that!)

Finances don't need to be intimidating and stressful.

You deserve the confidence of knowing everything is handled, and that you have someone you can turn to.

our service packages

Simplicity

A turnkey service for small nonprofits or sole practitioners and one person LLCs (like therapists, integrative health practitioners, birthing professionals, and coaches) who want a clear, simple system for their finances and a trusted guide to lean on.

$125-175/mo

Based on number of accounts and transactions. If needed, one-time setup, catch up, and cleanup services charged additional.

Partner

For mid-sized businesses and nonprofits with more specific needs. We become your trusted partner so your finance processes work for you.

starts at $500 monthly

Cleanup, catch up, and set up services charged additional

Performance

Know your work inside and out and make decisions with confidence with key metrics and forecasting to see what's coming before it comes.

starts at $500 monthly

Best when paired with Partner-level bookkeeping service

Check out "Unlocking Your Superpower"
our free guide with best practices
to get your business’ financials on point

Third party services we have used:
Freshbooks (Certified Partner)
Quickbooks (Online & Desktop)
Gusto, ADP, Zenefits(Payroll)
Toast POS (Restaurants)
Keela, Ribbon (Nonprofit)
Stripe, Square, Paypal

what clients say about us

"Jonathan approaches accounting with a wide-angle lens, and bookkeeping with a 10x zoom. He keeps client vision and aspiration at the forefront of his work. He has proved to be a clear and dedicated communicator and a lightning quick learner, adapting to new systems quickly and easily."
Andrew K
Accounting Professional
"Jonathan has been instrumental in setting up and maintaining bookkeeping for us. We have found him to be knowledgeable, professional, thorough, intentional, communicative, and thoughtful. He has given us a great deal of confidence around record keeping, reporting, budgeting, cash flow projections, and tax filings."
Mia B.
nonprofit community Center

trusted allies on your business journey.

• finance & performance • website / design / illustration • project & training strategy • 

Jay and oak solutions 2021 © Policies & Terms of Use

Scroll to top