Helping you feel confident, and in control of your business finances
Welcome to a different kind of bookkeeping experience.
We’re here to lift the weight of bookkeeping off your shoulders, because you deserve more than messy books and stress
Our Services
We offer reliable support that meets you where you are. Whether you’re just starting out or scaling up, my goal is to take the stress out of bookkeeping, so you can focus on what you do best.
BASIC
For solopreneurs and small businesses just starting out or keeping things simple. Perfect for businesses with 50 monthly transactions or less and one bank account.
Includes:
Monthly transaction categorization and reconciliation
Financial statements delivered monthly (P&L, Balance Sheet)
Email support
Quarterly check-in
GROWING
For businesses with more activity and a growing need for consistent financial insight. Best for service providers, online businesses, and those needing more structure.
Includes everything in Basic, plus:
Monthly review call
Customized financial reports
Receipt management system
Email & message support
SCALING
For established businesses ready for streamlined systems, deeper insight, and strategic support. Ideal for scaling businesses ready to delegate, optimize, and grow with confidence.
Includes everything in Growing, plus:
Cash flow tracking
Liaison support with your CPA or tax pro
Priority support
Customized add-ons based on your needs
Additional Services
1099 Preparation & Filing
Do you find the annual task of filing 1099s for your contractors overwhelming? Let us lend a hand! We'll efficiently track, prepare, and file all your 1099 forms, saving you from the stress and hassle of managing it on your own.
Payroll
Whether you have one employee or a growing team, we’ll handle your payroll with accuracy and care. We'll ensure your payroll operations remain compliant with both federal and state agencies while handling the timely filing of your payroll taxes.
Accounts Payable/Receivable
If the monthly task of creating, sending, and tracking invoices is causing you undue stress, allow us to manage it for you. We'll handle the creation and distribution of invoices and bills on a schedule that suits your needs, whether it's weekly, monthly, or annually. Rest assured, we'll also take care of follow-ups for any outstanding invoices.
Sales Tax Filing
Feeling stressed about handling your sales tax filings? Allow us to ease the burden. We specialize in maintaining compliance with federal and state agencies by ensuring the timely and accurate filing of your sales tax reports on a monthly and quarterly basis.
QuickBooks Setup with Custom Chart of Accounts
Whether you're brand new to QuickBooks or starting fresh, we’ll set up your account the right way from the beginning. That includes creating a custom chart of accounts tailored to your specific business needs—so your financial reports are accurate, meaningful, and easy to understand. You’ll walk away with a fully organized QuickBooks file and the peace of mind that your bookkeeping foundation is solid.
Hey, there!
I’m Tereasa Carter, Founder of Red Oak Bookkeeping.
I’ve always been drawn to order…color-coding Legos as a kid and alphabetizing my Beanie Baby collection (yes, really!). That love for organizing naturally evolved into a passion for helping business owners bring clarity and calm to their finances.
With over 15 years in office administration and 6 years as a paralegal, I’ve been in the trenches of running a busy business; handling everything from payroll to tax reporting, and all the details in between. I love a good challenge and thrive on problem-solving, especially when it means lifting a weight off someone else’s shoulders.
Bookkeeping isn’t just about the numbers, it’s about the people behind them. That’s why I take a personal, thoughtful approach with every client. I’m here to help you build a strong financial foundation so you can get back to doing what you love in your business and life.
When I’m not in QuickBooks, you’ll find me spending time with my family, sewing, camping, or planning our next adventure.
Contact Us
Let us Handle the Bookkeeping, so YOU don't have too!
tereasa@redoakbookkeeping.com
(714) 489-5047
