OakPath Bookkeeping Services

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(021) 4582 - 3695

Services

Professional bookkeeping services for small businesses and nonprofits in Jefferson County, Washington, and nationwide.

Your Trusted Partner In Growth

BUSINESS PACKAGES

At OakPath Bookkeeping Services, we believe great partnerships build strong businesses. Our services are more than transactions—they’re about creating clarity, confidence, and collaboration. Whether you’re launching a new venture, managing a growing business, or leading a nonprofit mission, we walk beside you every step of the way. Together, we’ll keep your books accurate, your decisions informed, and your goals within reach.

Start Up Support

  • Business entity setup guidance
  • QuickBooks onboarding & training
  • Initial financial planning & budgets
  • Basic bookkeeping setup
  • Chart of accounts creation
  • Up to 50 transactions per month

Monthly Bookkeeping

  • Monthly reconciliations
  • Expense tracking & account categorization
  • Financial reporting (P&L, balance sheet)
  • Quarterly review & recommendations
  • Bank and credit card transaction review
  • Up to 200 transactions per month

Clean Up & Catch Up

  • Reconcile past months or years
  • Correct accounts & balances
  • QuickBooks file cleanup & optimization
  • Accurate reporting for taxes
  • Historical transaction review
  • Supports up to 500 transactions

Add-On Services

  • Payroll processing
  • Custom reporting & analytics
  • Financial consulting & planning
  • Additional transaction processing as needed
  • Supports up to 100 additional transactions per month
Let's Talk About Your Bookkeeping Needs

NONPROFIT PACKAGES

Startup Support

  • Nonprofit entity setup guidance
  • QuickBooks onboarding & training
  • Initial financial planning & budgets
  • Chart of accounts creation specific to nonprofit needs
  • Up to 50 transactions per month

Monthly Bookkeeping

  • Monthly reconciliations
  • Fund & grant tracking
  • Donor & contribution tracking
  • Financial reporting (P&L, balance sheet, fund statements)
  • Quarterly review & recommendations
  • Up to 200 transactions per month

Clean Up & Catch Up

  • Reconcile past months or years
  • Correct accounts & balances
  • QuickBooks file cleanup & optimization
  • Accurate reporting for IRS and grants
  • Historical transaction review
  • Supports up to 500 transactions

Add-On Services

  • Payroll processing
  • Custom reporting & analytics
  • Financial consulting & planning
  • Grant or fund-specific reporting
  • Additional transaction processing as needed
Let's Talk About Your Bookkeeping Needs

WHY OAKPATH IS DIFFERENT

At OakPath, bookkeeping is more than numbers—it’s about partnership and trust. What sets OakPath apart is the depth of experience behind the numbers. We don’t just record transactions—we understand the bigger financial picture.

Our background in budgeting, audits, compliance, and grant management brings strategic insight and accountability to your bookkeeping. With OakPath, you get more than a bookkeeper—you gain a trusted financial partner who cares about your success.

Our approach is calm, grounded, and tailored. We take the time to learn your organization’s story and build systems that support the way you work—so your books stay balanced and your business thrives.

Rooted in trust and dedicated to steady growth, OakPath helps your business stay organized, compliant, and moving forward.

Learn More About Our Approach

Trust

Every number matters, and so does your mission. We provide trustworthy bookkeeping, clarity, and confidence for organizations to grow and make a difference.

OAKPATH

Accuracy

Precise records for confident decisions—whether you're managing business expenses, grants, or donor funds. Accurate bookkeeping helps maintain compliance and supports informed financial planning.

OAKPATH

Partnership

We’re more than bookkeepers; we’re your financial ally, helping businesses thrive and nonprofits stay compliant with dependable bookkeeping support tailored to your organization.

OAKPATH
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