Hi, I'm Katarina - founder of QuickOak Bookkeeping
With over a decade of bookkeeping experience, I’ve handled every financial challenge thrown my way. I genuinely love the work - and yes, I’ve even learned to love QuickBooks. But what really sets me apart isn’t just my technical expertise - it’s my heartfelt dedication.
Clients say I pour my soul into their books, treating them with the same scrupulous care as my own. I go above and beyond to minimize your involvement, using the latest user-friendly tech and apps to deliver seamless, accurate financials that keep your stress low.
I’m based in Oakville, ON. When I’m not immersed in financials, you’ll find me paddle boarding on the lake, curled up with a thriller - preferably financial crime ;) or FaceTiming my kids - who are off studying and working, just a bit too far for my liking.
Services
Professional, reliable bookkeeping services tailored to your small business, provided by a Certified Advanced QuickBooks Online ProAdvisor
Routine Bookkeeping
We provide bookkeeping and quickbooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule. ​
We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:​
​
-
Recording and categorizing all transactions
-
Reconciling the transactions to the bank and credit card statements
-
Tying A/R, A/P, loans and/or Multi-currency accounts
-
Bill pay (optional add-on)
-
Sales tax (optional add-on)
-
Payroll and Tax (optional add-on)
-
WSIB & EHT (optional add-on)
-
Investment Bookkeeping (optional add-on)
-
Sending financial reports to the owner via email
​​
For all routine bookkeeping we will agree on a fixed price based on the volume and complexity of your business.
QuickBooks Cleanup
If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically this kind of work is requested because of a tax return deadline or because of a bank’s demands.
With our integrations, we are able to take your old bank statements, convert them to excel, and then import them into your QuickBooks. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically.
For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work.
Our Approach
Client-Centric Solutions
At QuickOak Bookkeeping, we deliver an efficient, reliable, and client-centric approach, with collaboration at the heart of everything we do. We understand that bookkeeping clients value accuracy to prevent costly mistakes, responsive communication to build trust with minimal effort, and user-friendly tools like QuickBooks to simplify processes and save time.
We go the extra mile to meet these needs, treating your books with meticulous care and providing proactive, personalized support to keep your financials clear and stress-free.
MONTHLY BOOKKEEPING PACKAGES
*These pricing details are general guidelines. All packages are customized to meet our clients’ needs,
therefore, prices will vary.
$350-$550/mo
$550-$750/mo
$750-950/mo
For small, simple businesses that want accurate books without the stress.
For growing businesses that need more involved bookkeeping and accounts management.
For businesses with complex needs, accrual reporting, and special reporting requests.
Client Testimonials
"Engaging with QuickOak Bookkeeping services has significantly improved our financial operations. Their expertise and tailored solutions have been instrumental in transforming our financial outlook."
Michael B.
"Dext integration with QBO provided by QuickOak Bookkeeping services has streamlined our financial processes. Their dedication to efficiency and accuracy has made the entire experience seamless and stress-free."
Sarah J.
"Katarina is very responsive and detailed. I have complicated books and she handles all of it. "
James W.
We work with the platforms you trust, making bookkeeping, payroll and bill payments easier.
