About Us
Shogo Takemura
Hi. I’m Shogo (pronounced like show-go). We are a US-based virtual bookkeeping firm providing solutions for service-based businesses across the nation. I love to help our clients with their finances. I like to make things simple, in order, and easy for our clients to understand. I’m a QuickBooks Online ProAdvisor, and an Enrolled Agent which is the highest credential awarded by the IRS.
When I’m not helping our clients grow their business, I love playing basketball, eating Pho (even though I’m from Japan), and most importantly, spending time with my wife, JoAnna, and our three kiddos. Also, I have volunteered with the Volunteer Income Tax Assistance (VITA) program. The VITA Program provides free income tax return preparation to eligible taxpayers.
JoAnna Takemura
Hi. I’m JoAnna. I’m a proud mom of 3 and originally from Houston, TX. I look forward to learning about your business during our free discovery call. I will be the friendly voice providing the support that you need. As co-founder and CEO, I am passionate about providing a 5-star client experience throughout our entire journey as part of your support team.
Our Values
Ethical
Integrity is the foundation of our operations. We believe in conducting our business with unwavering honesty, compliance, and respect. As Christian business owners, we view helping our clients and community as a way that we can glorify God with the gifts that He has blessed us with. Every decision we make, every interaction we have, is grounded in these principles, fostering trust and credibility in all our endeavors.
Professionalism
Excellence defines our professionalism. From the moment you engage with Stone Oak Financial, you can expect a level of professionalism that sets us apart. We are dedicated to delivering top-quality service with precision and expertise. With us, professionalism isn't just a standard; it's a promise upheld in every aspect of our work.
Omotenashi
Omotenashi is a Japanese concept that embodies wholehearted hospitality. With us, it’s more than just a word; it's the essence of our service. We believe in anticipating the needs of our clients and going above and beyond to exceed them. Omotenashi guides us to deliver service with warmth, sincerity, and a genuine desire to create exceptional experiences for our clients. We infuse every interaction with the spirit of Omotenashi, ensuring that every client feels valued, respected, and well-cared for.
Got questions?
Get in touch.
Email: info@stoneoakfinancial.com
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.