Oceanic Ledgerworks

Oceanic Ledgerworks

Oceanic Ledgerworks | Bookkeeping Services | Beverly, MA

About Oceanic Ledgerworks

Oceanic Ledgerworks is a detail-driven bookkeeping practice founded by Teresa Nelson and based in Beverly, Massachusetts, dedicated to helping business owners, solopreneurs, and nonprofits feel organized, supported, and confident in their financial direction. Born of firsthand experience with the overwhelm that often comes with entrepreneurship, Oceanic Ledgerworks is built on the belief that bookkeeping does not have to be stressful. Furthermore, Teresa brings an unusually deep professional background to the work — an MBA in Global Management, a BS in Supply Chain and Operations Management, and years of leading complex, highly regulated projects before launching her bookkeeping practice.

Our Experience

Teresa Nelson spent six years running her own project management business before founding Oceanic Ledgerworks, giving her a firsthand understanding of the financial challenges entrepreneurs face behind the scenes. That experience, combined with her background in systems thinking, documentation, and structured operations, means clients get more than reconciled transactions — they get a calm, organized partner who improves workflows, reduces stress, and creates lasting financial clarity. Additionally, Teresa’s project management foundation gives her a unique perspective on how businesses operate across departments and what owners actually need to make confident decisions.

Core Offerings

• Monthly bookkeeping — transaction categorization, reconciliation, and financial reports
• Monthly and quarterly review calls
• QuickBooks setup, cleanup, and catch-up services
• Accounts payable and accounts receivable management
• Receipt management
• Annual 1099 preparation
• Custom and additional monthly reports
• Class tracking
• Email and phone support

Monthly Bookkeeping

The core of Oceanic Ledgerworks is a monthly bookkeeping service that keeps transactions categorized, accounts reconciled, and financial reports accurate and ready to use. Each month, clients receive standard reports — Profit and Loss, Balance Sheet, and Cash Flow — along with a review call to discuss the numbers and address any questions. Moreover, the service is designed to free up client time and mental energy, so business owners can focus on running and growing their businesses rather than managing their books.

QuickBooks Services

For clients whose books need a fresh start or a complete overhaul, Oceanic Ledgerworks offers QuickBooks setup, cleanup, and catch-up support. Whether starting from scratch or untangling months or years of messy data, Teresa turns scattered financial records into accurate, reliable books. In addition, a file assessment service is available to evaluate the scope of cleanup or catch-up work before committing to a plan.

Oceanic Ledgerworks Process

The Oceanic Ledgerworks process is clear and collaborative from the first conversation:

• Discovery Call — Discussing scope, number of accounts and transactions, cleanup needs, and any add-on services required
• Proposal and Agreement — A clear proposal outlining scope, pricing, and terms, converted into a service agreement upon acceptance
• Monthly Bookkeeping — Ongoing categorization, reconciliation, reporting, and a monthly review meeting

What Makes Us Special

Most bookkeepers reconcile transactions. Teresa Nelson builds systems. Her background in project management, global business operations, and supply chain gives Oceanic Ledgerworks a depth of perspective that goes well beyond traditional bookkeeping. Consequently, clients come for accurate books and leave with clearer processes, reduced stress, and a genuine sense of financial confidence. Meanwhile, Teresa’s collaborative, solutions-focused approach means clients always have a supportive partner in their corner — not just a service provider.

Contact

Location: Beverly, MA
Call/Text: (978) 257-2650
Email: teresa@oceanicledgerworks.com
Website: oceanicledgerworks.com
LinkedIn: Oceanic Ledgerworks
Facebook: Oceanic Ledgerworks

Bookkeeping does not have to be stressful — Oceanic Ledgerworks turns messy numbers into clarity and confidence so you can focus on what matters most.