Sunny Oaks Bookkeeping
Hi, I’m Kayla — founder of Sunny Oaks Bookkeeping.
After spending over a decade in federal HR, I traded government deadlines for toddler playtime and helping others bring more clarity to their finances.
These days, I work with moms, small business owners, and families who want to feel confident about where their money’s going without getting lost in spreadsheets or jargon. My approach is approachable, judgment-free, and focused on creating systems that make your financial life feel peaceful again.
When I’m not working, you can usually find me reading novels, playing trains with my son, or sipping (lukewarm) coffee while dreaming up our next family adventure.
My Story
Services
Monthly Bookkeeping
Clarity and calm, every month.
I’ll handle your reconciliations, categorize expenses, and deliver a simple, easy-to-understand monthly report — so you always know where your money’s going and can make confident decisions.
Lifestyle & spending insights
See your spending with fresh eyes.
We’ll dig into your financial habits, uncover lifestyle creep, and highlight opportunities to save and spend more intentionally — without judgment or overwhelm.
Custom Add-Ons
Because your finances aren’t one-size-fits-all.
Need something more specific? From tailored reports to prep for tax season, I’ll create solutions that fit your goals and lifestyle.
Not me specifically—but my husband is a licensed CPA and handles all things tax-related! I’m happy to connect you with him if you need help filing or planning for tax season.
Each month, I review and reconcile your accounts, categorize transactions, and send you a clean, easy-to-read report that shows exactly where your money’s going. You’ll always know what’s coming in, what’s going out, and what can be improved.
Because you deserve to focus on what you actually enjoy doing—not spreadsheets. A bookkeeper helps keep things organized, accurate, and stress-free so you can make confident decisions without the financial guesswork.
Absolutely. I love helping individuals and families who want a clearer picture of their finances or lifestyle spending. Whether you’re managing a household, saving for something special, or just want more financial clarity—I’ve got you.
