Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
White Oak and Ledger is a boutique financial services firm dedicated to helping small business owners gain clarity, confidence, and control over their finances. We offer accounting, bookkeeping, and fractional CFO services tailored to each client and their unique needs.
What sets us apart is our commitment to education. We do not just manage the numbers; we teach our clients how to understand and use them. By building financial literacy and business acumen, we empower entrepreneurs to make smarter decisions, grow sustainably, and lead with confidence.
