Clarity for the modern business mind.

Boutique tax advisory and financial modeling for e-commerce brands and creative agencies. Precision without the pretense.

Start the conversation Accepting Q3 clients

Modern desk with financial documents and a calculator

The Portland Advantage

Rooted in the Pearl, scaling globally.

Serving independent businesses since 2016, Oak & Ledger was founded on a simple premise: accounting shouldn't be a historical record of what you did wrong, but a forward-looking map of where you can go.

We specialize in a highly specific workflow for our e-commerce clients. Our proprietary Q3 Nexus Review process integrates directly with your Shopify and QuickBooks Online feeds. By analyzing this data in early autumn, we forecast your end-of-year tax liabilities before the holiday rush consumes your operational bandwidth. This proactive approach allows for strategic purchasing and localized tax mitigation that standard yearly filings miss.

0% Client Retention (5 Yrs)

$0M+ Liabilities Mitigated

Office Hours

Mon - Thu: 9am - 4pm
Fri: By Appointment Only

Focused Expertise

We don't do everything. We do three things exceptionally well.

Entity Structuring & Tax Strategy

Transitioning from LLC to S-Corp? We handle the financial modeling to ensure the tax savings outweigh the administrative overhead.

E-Commerce Cash Flow Advisory

Inventory financing and multi-state nexus compliance modeled into a predictable monthly dashboard.

Fractional CFO Retainers

For creative agencies scaling past $2M ARR who need strategic board-level financial oversight without the full-time executive salary.

Monthly KPI Reviews
Utilization Rate Tracking
Compensation Modeling

Common Questions

We only handle personal returns (1040) for the founders and executive teams of our corporate clients as part of a holistic wealth strategy.

We are strictly a Xero and QuickBooks Online firm. We do not support desktop legacy software.

Client Feedback

"The Q3 Nexus Review completely changed how we approach Q4 inventory purchasing. Oak & Ledger found efficiencies we didn't know existed."

Sarah Jenkins Founder, Lumina Goods

"Finally, an accounting team that speaks the language of a digital agency. Their utilization rate tracking helped us increase margins by 14%."

Elena Rostova Partner, Studio V

"Approachable, incredibly sharp, and reliably proactive. They feel like an extension of our internal executive team."

Maya Lin CEO, RetailTech Solutions

Let's align your ledger.

Fill out the form to schedule a preliminary 15-minute discovery call.