About the Team
A straightforward, responsive team.
Oak Ledger was founded on a simple idea — small business owners deserve reliable financial guidance without the confusion or overwhelm. We give business owners the benefits of an in-house accounting department without the overhead, combining bookkeeping, tax, and advisory expertise under one roof to bring clarity, organization, and peace of mind to your finances.
Our team is led by a CPA and built for partnership. We take time to understand your business, communicate clearly, and provide the kind of dependable support that helps you make confident decisions all year long.
Rachel Sutton
CPA Founder & Owner
Rachel Sutton has spent her career doing one thing really well — making the financial side of running a business clear, manageable, and stress-free for the people who trust her with it.
After earning her Master of Accounting from Chatham University and her CPA license in North Carolina in 2016, Rachel built her foundation at a couple of local Chapel Hill firms, gaining experience in both public accounting and business advisory work. Those years gave her something most accountants don't have — a deep understanding of both the technical side of accounting and the real-world challenges business owners face every day.
In 2017 she launched her own practice, and in 2022 rebranded as Oak Ledger when Caitlin joined as Co-Owner, reflecting the expanded team and their shared vision of being a true financial partner for small businesses.
Rachel's clients describe her as the kind of partner who gets it right the first time, explains complex financial matters in plain language, and shows up all year long — not just at tax time. She takes the time to understand each client's business and personal finances together, because she knows the two can't truly be separated.
When you work with Rachel, you get a CPA who is genuinely invested in your success, direct enough to tell you what you need to hear, and dependable enough that you don't often have to follow up.
Caitlin Fidler
Co-Owner | Accountant | Advisor | Growth Partner
Caitlin Fidler brings something most accounting firms can't offer — a background that bridges corporate finance, operational leadership, and genuine entrepreneurial instinct, all focused on helping small business owners move forward with clarity and confidence.
Before joining Oak Ledger, Caitlin built her career across compliance and credit risk management at Credit Suisse, audit at PYA, and operational leadership at TechnologyAdvice — where she built and led a high-performing team from the ground up. Across every role, the through line was the same: take something complex, make it work, and make it make sense.
When Caitlin joined Rachel in 2022 and Oak Ledger was born, she brought all of that experience into the service of small business owners who deserve the same level of financial rigor that large organizations take for granted.
At Oak Ledger, Caitlin goes beyond the numbers — helping clients connect business and personal finances, uncover blind spots, and identify opportunities for growth. Clients describe her as responsive, skilled, and genuinely invested in their success — someone who shows up not just to handle the finances, but to cheer them on.
Grover
Chief Vibes Officer
Ella
Chief Snack Procurement Officer
Cora
Chief No Nonsense Officer
We are a small but growing team and while we do not have any open positions right now, we believe in building relationships before we need them. If you are US-based, experienced, and Oak Ledger feels like your kind of firm, reach out through the contact form. We would love to know you are out there.
Let's Simplify Your Finances.
The best way to get started is by filling out the form below. Tell us a little about your business, and we’ll be in touch to schedule your first conversation.