Five women from boutique bookkeeping firm in business attire gathered around a white sofa, working on laptops and phones, with some standing and some sitting.
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Taking you from chaos to clarity

We believe business owners deserve more than just numbers on a page.
They deserve confidence, freedom, and a partner who cares about their success.

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Bookkeeper holding a closed book and a pen, wearing a watch and rings, with a bracelet on one wrist, dressed in a sleeveless white top.

Does this sound familiar?

We get it…

You feel overwhelmed by receipts, invoices, and reconciliations.

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You’re embarrassed you don’t understand your numbers.

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You hate bookkeeping and avoid it whenever possible.

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You worry you’re doing something wrong or missing deadlines.

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You struggle to make confident business decisions.

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You always feel behind on your books.

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White Oak Consulting is here to redefine the bookkeeping experience.

Where businesses gain clarity, support, and freedom to build the businesses they love, and where our team thrives in a culture of growth, innovation, and purpose.

Chaos → Clarity
We take the numbers off your plate entirely. From monthly bookkeeping to payroll and tax-ready reports, you’ll know your finances are being handled — so you can focus on what you love.

Embarrassment → Empowerment
No judgment, ever. We believe every question is worth asking — and we’re here to explain things clearly. No jargon, no eye rolls. Just support that makes sense.

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Dread → Delegation Done Right
You didn’t start your business to manage receipts and reconcile bank statements. We did. Our systems keep everything organized and filed, so nothing slips through the cracks.

Fear of Doing It Wrong → Confidence
We keep you compliant and audit-ready, with proper reconciliation, timely GST/HST filings, and clear financial snapshots that let you breathe easier.

Always Behind → Always On Track
We use cloud-based tools like QuickBooks Online, Dext, and Wagepoint to keep your books up to date and organized — no more scrambling at year-end.

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White outline of an oak leaf on a black background.
White neon outline of an oak leaf on a black background.
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Our Services

Building Bonds: Our mission is to go beyond the numbers, cultivating a positive and professional relationship with our clients.

  • Ah, the peace of mind service. Stay organized and stress-free with our monthly bookkeeping services! Enjoy accurate financial records, timely reporting, and peace of mind knowing your finances are in expert hands. Premium Package includes monthly deliverables!

  • Let’s get into the nitty gritty. Let us tackle the backlog and get your finances back on track! Our catch-up and clean-up services ensure your records are up-to-date, organized, and ready for smooth sailing ahead.

  • This is our WHY. We love giving our clients the tools and know how to gain confidence, skills, and insights to take control of their finances and drive their business forward. We specialize in QuickBooks Online, but do have experience in other accounting software as well.

  • Make the move to QuickBooks Online! Benefit from expert guidance, seamless setup, and personalized support as you make the switch to efficient and modern financial management with QuickBooks Online.

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We take a

Tech-forward approach to bookkeeping

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The proof is in our client reviews.

  • Roxana Rangel - Local Creators Co.

    “Whenever someone asks me if there is one thing they should do when they start their business, I always say, GET A BOOKKEEPER and if you're LUCKY work with White Oak Consulting. This team has honestly been keeping me mentally sane with the monthly bookkeeping service. Highly recommend.”


  • Buttered Branding Inc.

    “Kathleen and her team at White Oak Consulting are absolutely a dream to work with. We invested in proper bookkeeping for Buttered Branding earlier this year and it has been a total lifesaver. We run a marketing and branding agency and they are extremely knowledgeable in the nuances of our industry and what can and cannot be done. They are timely, professional and their technologies they work with have saved me HOURS and from keeping crazy boxes of receipts like I used to before."”

  • Dana, Five West Trading Co

    “She completely revamped my Quickbooks system and got me prepared for tax season. I cannot thank Kathleen enough for what she did for me in a short amount of time. Along the way she taught me what I should and shouldn't be doing to stay on top of things going forward, and I will be working with her again come the next tax season.”

  • Nicole Harris, Nicole Harris Photography

    "As long as I have my business, White Oak Consulting will be by my side. I am elated to say that Kathleen is now a part of my front row team of professionals that I rely on to keep my business operating to the highest standards."

  • Bonnie Klassen, Klassen Custom Fab

    “Our corporate accountants recommended Kathleen to us during a period of transition and restructuring in our office. From the moment I first met Kathleen, I knew that she would be a valuable addition to our team. She demonstrated exceptional ability to make sense of and navigate through months of inaccurate financial statements.”

How to work with us

Discovery Call

We kick things off with a no-pressure call to get to know your business, understand your needs, and answer any questions. You tell us where you're at — we’ll help you see what’s possible.

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Custom Proposal

After our call, we’ll send over a personalized proposal that outlines the services, tools, and support that are the best fit for you. You’ll know exactly what’s included, with transparent pricing and clear next steps.

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OnboardING

Once you're on board, we’ll schedule an onboarding call to walk through the essentials, gather key documents, and set up your systems — so you’re set up for long-term success.

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Ready to gain clarity, support, and freedom to build the business you love?

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