Virtual office support for BC & Alberta Small businesses
Your office handled, even when your office person moves on.
Bookkeeping, Admin, HR and Safety from a small team that learns how your business runs and keeps it running. No more evenings at the kitchen table catching up on paperwork.
Clearing your plate, one task at a time.
- Bookkeeping and financial records kept organized and up to date
- Invoicing, administrative tasks, and everyday office demands
- HR guidance, employee documentation, and workplace policies
- Safety documentation, compliance support, and workplace processes
Less on your plate.
More room to grow.
Sound familiar?
Your to-do list has a to-do list.
Between customers, invoices, emails, and paperwork, there’s always something demanding your attention.
You’re wearing every hat.
Owner. Manager. Bookkeeper. HR. Administrator. Somewhere in there, you’re supposed to actually grow your business.
Everything depends on one person.
When your office person leaves, the passwords, processes, and knowledge of how everything runs can leave with them.
What we do
A full office behind your business, without the overhead of one.
Bookkeeping
Monthly reconciliation, GST filings, and clean books your accountant will thank you for at year end.
Admin & Invoicing
Quotes, invoices, collections, scheduling and the inbox, handled the way you’d do it if you had time.
HR Foundations
Hiring and onboarding paperwork, employee files, and policies written for BC and Alberta regulations.
Safety Programs
A written safety program built for your trade, plus the records that prove you follow it.
Our Professional Services
Flexible support. Transparent pricing. Services tailored to your business.
Every business has different needs, and we don’t believe in charging for services you don’t require.
At Oak & Willow, our professional services are billed hourly, allowing you to access the support you need without committing to a predetermined number of hours each month.
Whether you need a few hours of bookkeeping, ongoing administrative assistance, or professional HR and management guidance, we’ll work with you to develop a service arrangement that makes sense for your business.
Bookkeeping Essentials
Keep your finances organized, accurate, and up to date with dependable bookkeeping support.
$45 / hour
- Monthly bookkeeping and account reconciliation
- Recording and categorizing financial transactions
- Monthly financial summaries and reports
- Organization and maintenance of financial records
- GST/HST filing support, where applicable
- Year-end bookkeeping preparation for your accountant
- General bookkeeping questions and guidance
Most popular
Business Plus
Get the support you need to keep your books organized and your day-to-day business operations running smoothly.
$45-$75 / hour
- Everything under Bookkeeping Essentials plus +
- Invoicing and payment tracking
- Accounts payable and receivable assistance
- Administrative organization and coordination
- Scheduling and business correspondence support
- Employee onboarding administration and documentation
- Office procedure development and improvements
HR & Management Support
From your finances to your people, we provide practical professional support across multiple areas of your business.
$120 / hour
- Employee relations and performance management support
- Workplace policy development and review
- Hiring and onboarding guidance
- Leadership and management consultation
- Workplace organization and operational improvements
- Support navigating everyday workplace challenges
Specialized policy development and extensive HR projects are billed at $135 per hour or quoted separately.
Behind on your books? We start most new clients with a one-time catch-up, quoted up front, so your monthly package begins from a clean slate. Ask about a catch-up
Working with us
How to Get Started
1
Connect With Us
Interested in working with Oak & Willow Co.?
Send us an email expressing your interest, and we’ll be in touch to arrange your Business Discovery & Planning Session.
We’ll provide a brief introduction to our onboarding process and send you two forms to complete before our meeting.
2
Tell Us About Your Business
Before we meet, we’ll ask you to complete a Business Information Form and a Service Needs & Expectations Questionnaire.
These forms help us understand your business, your current challenges, and the type of support you’re looking for.
Please return your completed forms at least two business days before your scheduled meeting. This gives us time to review your information and prepare for a meaningful conversation.
3
Business Discovery & Planning Session
One-hour consultation · $95 CAD
During this meeting, we’ll take a closer look at your business, discuss your goals and challenges, and determine how Oak & Willow Co. can best support you.
We’ll review your requested services, discuss estimated hours and applicable rates, identify priorities, and answer any questions you may have.
Our goal is to make sure we’re the right fit for one another and that you have a clear understanding of what working together would look like.
Should you choose to move forward with Oak & Willow Co. within 30 days of your consultation, we’ll apply the full $95 as a credit toward your first invoice. It’s our way of investing in a great working relationship from the very beginning.
4
Your Personalized Service Proposal
Following our meeting, we’ll prepare a written service proposal outlining:
- Your requested services and priorities
- Applicable professional hourly rates
- Estimated hours and anticipated costs, where reasonably possible
- Recommended service frequency
- Billing arrangements and approval requirements
- Any specialized projects or additional considerations
Once you’re comfortable with the proposal and we’ve both signed the service agreement, we can begin.
No unnecessary packages. No predetermined monthly hour limits. Just dependable professional support tailored to your business.
About us
Kootenay-rooted, working across BC and Alberta.
Oak & Willow Co. began with two friends and a shared belief: strong businesses are built on strong relationships.
Built on the trust and mutual respect of our own friendship, we bring that same care to the businesses and people we work with.
Combining Candace’s expertise in bookkeeping and taxes with Melanie’s experience in HR, management, and administration, we offer practical, personalized support for your finances, your people, and your daily operations. Our business is built on trust, clear communication, and lasting relationships.
Candace
Financial Back Office
Candace understands businesses from the inside. She grew up around her family’s restaurants, seeing the quiet work it takes to keep the books and payroll on track.
Since then, she’s run her own marketing and web design business and supported her husband’s construction company, so she knows the bottom line from the owner’s side of the desk. Add years of self-employed taxes and corporate bookkeeping, and her clients get tidy records, clear answers, and no surprises at year-end.
At home in Creston, you’ll find her with her family, out in the garden, or following a good question down a rabbit hole, whether it’s ancient history or a set of books that won’t balance.
Melanie
People & Compliance
Based in both British Columbia and Alberta, Melanie leads HR and administration at Oak & Willow, bringing over 15 years of experience in human resources and management. Her background includes people leadership, policy writing, team development, scheduling, and workplace operations.
Melanie believes a strong workplace culture starts with clear expectations, mutual respect, and people feeling supported. She helps businesses develop practical policies and organized administrative processes that work for both owners and their teams.
Approachable and attentive, she takes time to understand each business and build relationships grounded in trust, clear communication, and dependable follow-through.
Away from work, Melanie is happiest spending quality time with family, friends, and her four-legged best friend, Khali
The right support changes everything.
A successful business needs more than great ideas. It needs strong people practices, organized finances, and reliable processes behind the scenes.
Oak & Willow brings together HR, administration, bookkeeping, and tax expertise to help businesses build stronger foundations, overcome everyday challenges, and operate with greater confidence.
Get your evenings back.
Contact us today and we’ll tell you honestly whether we’re a fit.