SUNDERED OAK, LLC
BOOKKEEPING SERVICES

You love what you do.

You started your business because you’re skilled, passionate, and capable.

You didn’t start it to spend hours sorting receipts and updating spreadsheets.

But here you are.

You've got a shoebox full of receipts, your sales tax deadline approaching, and a schedule that's already full.

Let Sundered Oak handle your bookkeeping.

Spend your time doing what you love.

Schedule Your Consultation

How It Works

Here's exactly what happens when you reach out to Sundered Oak.

Step 1: We Talk

We start with a simple, no-pressure consultation. Depending on your contact preferences, I'll text or email you to schedule a phone call.

Step 2: We Take an Honest Look

Before I quote you a price, I need to understand the real scope of your books. (Flat-rate pricing only works if the rate is based on something accurate.)

To do that, I'll ask for one of the following:

Read-only access to your QuickBooks Online. This is the fastest and most accurate option if you're already set up.

-OR-

Three to twelve months of bank/loan, credit card, and payment processor statements. I'll ask for statements for each account, so I can count actual transactions. (For most businesses, three months is enough. If your work is seasonal, I'll ask for twelve.)

Don't have easy access to either of those? We'll figure it out together. There is no judgment here for messy books, that's what I'm here for.

Step 3: You Get a Clear Quote

Based on what I see, I'll send you a flat monthly rate, typically around $2–$3 per transaction, depending on the number and complexity of your accounts.

Catch-up/clean-up and other add-on services are priced separately. You can see a list of our services and exclusions here.

Step 4: You Review the Quote

If the price works for you, I'll send over an engagement letter and an invoice for your first month. Once that's paid, we're official.

Step 5: I Get to Work

Every month, I'll categorize your transactions, reconcile your accounts, track your sales tax, and get your financials to you by our agreed-upon deadline.

Your books will be clean, current, and ready for your accountant when they need them.

Ready to get started?