Success is subjective, instead, adapt.

 We may be new to the bookkeeping scene, but our passion for helping businesses and non-profit organizations thrive is unwavering. Our team is committed to excellence and is dedicated to providing reliable and efficient bookkeeping services tailored to your needs. We understand the challenges of managing finances and are here to streamline the process, offering personalized support at every step. Let us be your trusted partner in financial management as you focus on building your vision and making a difference.  

 Kayla Johnson is the Owner/CEO, starting as an independent contractor on April 1, 2023, leading up to the organization of Willow Oak Financial Services LLC on October 2, 2023. She graduated from Liberty University Online, in December 2022, with her Associate in Accounting and multiple honors including the National Honor Society of Collegiate Scholars, Sigma Beta Delta, and Cum Laude. Although she understands her educational achievements do not reflect her abilities, her work ethic and results speak for themselves while her achievements are a testament to her hard work and dedication to learn and apply her knowledge. Her prior experience as a bank teller has taught her the importance of excellent customer service, accuracy, and compliance. She carries her experience into her work at Willow Oak Financial Services to provide clear communication with clients, organized and comprehensive financial statements, and consistent application of GAAP.