Finance + Operations
Your books and your systems, finally talking to each other.
Bookkeeping, connected operations, and fractional CFO guidance for home service businesses. Spend less time chasing numbers and more time running jobs.
10+ years at a New York CPA firm · QuickBooks + Jobber specialists · Long Island based, serving the US
1OAK
The connector
Jobber
quotes, jobs, scheduling, invoices
QuickBooks
books, payments, reports
You
numbers you trust, fewer hours on admin
Sound familiar?
Busy season. Tight cash. No idea why.
01
Your books are months behind. And tax time turns into a scramble for receipts and statements.
02
Revenue is up, cash is not. The schedule is full, but the bank balance tells a different story.
03
Your tools don't match. Jobs live in one app, invoices in another, and someone retypes it all.
04
Everything runs through you. You're the only one who knows where anything is, so you can't step away.
How we help
Start with what's getting in your way.
Catching up the books, connecting your tools, or deciding whether you can afford that next hire. We start there and add support only when it helps.
Clean books
Monthly bookkeeping and catch-up cleanup in QuickBooks, reviewed with CPA-firm standards. Numbers you can actually trust.
Connected operations
Jobber, QuickBooks, your CRM and payments set up to talk to each other, with automations that take the retyping off your team.
Fractional CFO
Monthly guidance on pricing, margins, cash flow and growth. Know what the business can afford before you hire, buy a truck or expand.
Books behind? Here's what cleanup includes.
Only when you need it — a separate catch-up engagement that runs alongside, or before, your monthly books.
How it works
Three steps to a business that runs without you in every detail.
01
Free consult
A 30-minute call. We look at your books, your tools, and what's slowing you down, then tell you honestly what would help.
02
Connect and set up
We wire your systems together (and catch up the books if needed) so jobs, invoices, and payments flow into QuickBooks seamlessly.
03
Monthly clarity
Every month: closed books, a plain-English report, and a check-in on cash, margins and your next big decision.
Who we help
Built for the trades.
Owner-operated home service businesses doing roughly $300K to $5M a year that have outgrown shoeboxes and spreadsheets.
Meet your partner
CPA-firm accuracy. Automation-builder speed.
I'm Nicole, founder of 1Oak. I spent 10+ years as a senior accountant at a New York CPA firm, watching good trades businesses lose money in the gap between the field and the books.
Now I close that gap from both sides: I keep your books clean, and I build the systems that feed them. One partner who understands the numbers and the way the work actually gets done.
10+ yrs
CPA firm experience
QuickBooks
ProAdvisor certified
Automation
Jobber, CRM and workflow builds
The details, when you want them.
Let's find your starting point
What would make your business easier to run?
Tell us what's getting in the way. No need to have the answer figured out. We reply within one business day.