Level 1 — The core
Record and categorize every transaction, reconcile bank and credit card accounts, and prepare financial statements.
Would you rather run your business, or your books?
Matt Olshan, Founder
Spend more time making money, not counting it.
Gain clarity. Numbers that fuel growth.
Catch costly mistakes. Before they cost you.
Path
Four clear steps from first call to monthly rhythm.
Scope
A solid core, with optional add-ons when you need them.
Level 1 — The core
Record and categorize every transaction, reconcile bank and credit card accounts, and prepare financial statements.
Optional add-ons
About
Before starting Big Oak Bookkeeping, I spent two decades in television production, producing and editing, including long runs on Martha Stewart Living and Rachael Ray. I got my start at a Broadway advertising agency — managing budgets as a producer — and cutting the film and brainstorming with writers and creative directors as an editor.
Over the years, I’ve seen creative people with that entrepreneurial itch go out on their own. They’d start as independent contractors. As they grew, they’d bring in helpers, invest in equipment, and the next thing you know, they’d have a company. But sometimes, for creative people, handling money isn’t in their DNA. For others, there aren’t enough hours in the day to provide the services and take care of the finances.
That combination, a creative background and financial know-how, is what I bring to independent contractors and small business owners in the creative community and beyond. The peace of mind that comes with knowing that your business is financially well organized and poised for growth. Financial information delivered with the bedside manner that comes from having stood on both sides of the creative/financial divide.
No — it’s the most common starting point. Part of the first conversation is just figuring out what it’ll take to clean things up.
Not necessarily. Some clients want to stay hands-on and get trained up; others just want it handled. Either way works.
It depends on where your books stand and what you need done. You’ll get a clear number after the diagnostic.
The first conversation isn’t a sales pitch — it’s just to see if it’s a fit. No obligation coming out of it.