Our Services


Monthly Bookkeeping

Utilizing QuickBooks Online we provide weekly bookkeeping and monthly financials so small businesses always know the financial health of their company. We provides services to all types of business, including home services, construction, professional services, and personal finances.

  • Categorize all transactions via bank feeds weekly
  • Matching of receipts uploaded to Dext
  • Monthly reports
  • Bill pay
  • 1099 filing
  • Connect your e-commerce site to QuickBooks Online
  • Sales tax filing and payment
  • Year end review
  • Budget creation
  • Unlimited access to chat support via our client dashboard
QuickBooks Online Setup

Just starting your business and needing to set up QuickBooks Online?

  • We will create a new QuickBooks Online company for you if one does not already exist.
  • Create and configure your Chart of Accounts (all your income and expense categories)
  • Set up bank feeds for your bank and credit accounts
  • Enter transactions
  • Customize Invoices with your brand style
  • Create Products & Services to be used on invoices
  • Recommend apps and processes to increase speed and accuracy
QuickBooks Online Clean-up

Sometimes you get busy running your business or you just get overwhelmed and your books can fall behind. We offer this one time service to help you catch up.

  • Add transactions downloaded from your bank and credit cards that have not yet been categorized
  • Connect your bank to download missing transactions
  • Reconcile all bank, credit card and loan accounts each month
  • Remove any data that should not have been added to QuickBooks Online
  • Review and recategorize any income or expenses that have been categorized incorrectly
  • Review financials with business owner

Additional Services


A little training can go a long way. If you are doing your own books, we can provide training so that you can do it correctly and efficiently the first time.


We advise and implement apps and processes to run your business efficiently and effectively.  We also provide business analysis that guides forward thinking decision making. Our bookkeeping services provide small business owners with data and our consulting help them maximize revenue and resource allocation.


We implement cloud technologies for employee time tracking and payroll processing. We ensure that payroll is set up properly so that federal and state payoll taxes are properly paid and filed.

Our Partners

Prosperity Oak Financial LLC partners with top tech solution providers to better serve our clients. Discover our partnerships and learn how you can benefit.

For exclusive discounts or more information about the providers we use, click on the icons below: