No more stress. Get your bookkeeping done right.
We help service-based businesses gain clarity and confidence about their finances through our exceptional bookkeeping and tax services.
Are you not really sure about where your money is going?
Are you always anxious about your numbers? Do you have enough time to focus on your business goals? Do you know if you are overpaying in taxes?
We ensure that your taxes and bookkeeping are done accurately and seamlessly. We truly care about helping you achieve your business financial goals and gain more time to do what you love.
A Note from the Founders…
Shogo & JoAnna Takemura
Hi, I’m Shogo Takemura. I work with business owners, like you, who would rather spend their time growing their business instead of stressing over bookkeeping. As an enrolled agent, I also use my tax expertise to make sure your books are kept in great shape and tax-ready.
My wife, JoAnna Takemura, and I have been married for 16 years. She ensures that our clients have a great experience working with us.
Learn more about us or request a free discovery call to speak with JoAnna and see how we can help your business.
We can help you…
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Get clean books and get a fresh start
We get your books cleaned and caught up with Quickbooks Online so you don’t have to worry about tax season.
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Make business decisions with confidence
We provide the monthly and quarterly reports that you need, so you can make strategic decisions with certainty.
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Maximize your tax savings and stay compliant
We provide tax planning with forward-thinking strategies to maximize your tax savings and ensure tax compliance.
Features
Clean up & catch up bookkeeping services
Categorize transactions & reconcile accounts
Custom flat-rate prices
Custom reports
Unlimited accounts
Unlimited transactions
No long-term contracts, cancel anytime
and more
Getting started is easy.
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Step 1: Free Discovery Call
Schedule a free discovery call with us and tell us all the details.
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Step 2: Book Review
We will assess your books and the scope of work needed. Then we will explain how we can help.
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Step 3: We Work Together
We collaborate as an extension of your team to help you reach your goals. Are you ready?
Got questions?
Get in touch.
Email: info@stoneoakfinancial.com
Phone: (210) 570-9416
We are a US-based virtual team (located in Texas), so the best way to get in touch with us is to fill out the form on this page, book a free discovery call, or email us directly. We will contact you within 24 hours via email.
Check out our Frequently Asked Questions page.
