Raleigh Bookkeeping Services for Small Businesses and Individuals

Lighten the Load with Experienced Bookkeeping Services

Feeling overwhelmed with running your business and handling the financial accounts to service bookkeeping needs? Oak City Accounting, a small business and individual bookkeeping CPA firm in Raleigh, is here to help.

You will have your own dedicated staff accountant who will get to know you and your business and who will be just a phone call or email away.

• All staff accountants are Certified QuickBooks ProAdvisors with an average of 15 years of accounting experience
• We make sure you have accurate financials for tax reporting purposes, loans, and investors
• We focus on the numbers, so you can focus on your business
• We perform QuickBooks cleanup services for new quarterly, monthly and weekly clients
• We carry professional liability insurance and we are bonded so you can be confident that your hard-earned money is protected

Integral Part of Your Business

We develop strong relationships with our clients, becoming a part of their team and a champion for their growth and success.

Oak City Accounting Bookkeeping Services include:

• Weekly, Monthly, Quarterly and Annual QuickBooks review
• Create financials including P&L, Balance Sheet, Budget vs Actual by the 15th of each month
• Prepare and file quarterly payroll forms
• Process 1099’s (Maximum of 5. Additional costs will apply over this amount)
• Property Tax listing and sales taxes
• Worker’s Comp Audits
• Insurance renewals
• NC SOS annual report
• Enter budget into QuickBooks
• Enter bank and credit card transactions, payroll journal entries, bill processing, filing invoices, reconciliations, ensure class codes and job names are entered for all transactions

Bookkeeping Services for Your Business and Personal Finances

Effective bookkeeping is the backbone of financial health, ensuring that both small businesses and individuals can make informed decisions and stay on top of their financial obligations. At Oak City Accounting, we offer tailored bookkeeping services designed to keep your financial records accurate, organized, and ready for any challenge.

Bookkeeping for Small Business Success

For small businesses, including dentists, architects, interior designers, physicians, law firms, landscape architects, med spas, and plastic surgeons, maintaining precise financial records is crucial. Our services are crafted to meet the unique demands of your industry, helping you manage day-to-day financial operations while also supporting long-term business goals. We ensure that your financial data is consistently accurate, providing a clear picture of your business's financial health and enabling better strategic planning.

Our bookkeeping services for small businesses include:

• Regular financial statement reviews: We keep your records up-to-date, ensuring accuracy for business analysis and decision-making.
• Expense tracking and management: We categorize and monitor your expenses, helping you control costs and optimize profitability.
• Comprehensive financial reporting: We provide detailed reports that give you insights into your business's financial performance, aiding in strategic decisions and planning.

Bookkeeping for Personal Financial Clarity

For individuals, our personalized bookkeeping services are designed to help you stay organized and in control of your personal finances. Whether you’re managing everyday expenses or planning for significant financial milestones, we ensure your records are meticulously maintained and easy to review. Our approach helps you gain clarity over your finances, making it easier to plan, save, and achieve your financial goals.

Our bookkeeping services for individuals include:

• Income and expense tracking: We categorize your personal transactions to help you monitor spending and identify savings opportunities.
• Year-end financial summaries: We prepare comprehensive summaries of your financial activity, making it easier to understand your financial position.
• Ongoing financial support: We offer continuous support to help you stay on top of your finances, providing advice and assistance as needed.

At Oak City Accounting, we’re committed to delivering bookkeeping services that empower you to achieve financial success, whether for your business or personal life. By keeping your records accurate and organized, we help you focus on what matters most—growing your business and securing your financial future.