More than just a bookkeeper.

We provide expert bookkeeping services that feel like a conversation, not a transaction.

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.

Empowering you to take control of your finances.

We're all about turning numbers into meaningful insights and conversations. I believe in empowering small business owners to understand the financial health of their business and make informed decisions for growth. Whether it's through accurate bookkeeping, personalized training sessions, or strategic financial advice, I am here to support you every step of the way.

More than just your bookkeeper.

At White Oak Consulting, we're more than just bookkeepers – we're partners in your business's success. Helping small businesses thrive has been a dream of mine for as long as I can remember, and I'm honored to be living that dream every day through White Oak Consulting

Meet Kathleen.

Kathleen is the driving force behind White Oak Consulting, the founder and seasoned bookkeeper with a wealth of experience honed in esteemed Canadian accounting firms. It's not just a job for her; it's a passion rooted in years of navigating the intricate world of numbers. This unique journey shapes the personalized approach she will bring to your business. She is not just your bookkeeper – she is your experienced confidant on this financial journey, ensuring your business thrives every way she can provide guidance and help.

“When we initially hired Kathleen, we were uncertain about the exact qualities we were seeking, but she has far exceeded our expectations. I wholeheartedly recommend her to friends, family, and even strangers. She is truly passionate about her work and consistently delivers outstanding results. Kathleen's expertise extends beyond that of a traditional bookkeeper; she will revolutionize the way you organize your books, introducing an approach that you didn't know you always needed.”

— Bonnie Klassen, Klassen Custom Fab Inc.

Take back your finances, today.

What’s the difference between…? Think of gross and net income like fishing with a big net: Gross Income is all the fish you catch—the total amount before anything else is considered. It’s everything that came in, just like
No one likes talking about taxes .. but you have to. The CRA expects its cut of what you’ve collected in GST/HST and what you owe in income taxes—it’s the non fun part of running a business! While it might seem like a lot, paying
That’s a write off!! Did you know your marketing expenses can be tax-deductible? From social media ads to website design to your branding photo shoot, these investments help grow your business and reduce your taxable income. Keep track of
I get it—handing over control of your finances can feel like letting someone else navigate a path you’ve carefully mapped out. It’s personal, a bit intimidating, but the payoff can be huge when done right. That’s where @mywh