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Fixing Bookkeeping Chaos One General Ledger at a Time

We keep you tax-ready and stress-free.

Are you a small business owner struggling to keep your books balanced? PLS Balance My Books is an Owasso and Tulsa bookkeeping firm offering personalized local bookkeeping services tailored to your business needs.

Located in Owasso, Oklahoma we service clients throughout the state, providing comprehensive services for businesses aimed at taking the stress out of your bookkeeping and general ledger maintenance so that you can focus on growth.

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QB Cert - Level 1 - small
QB Cert - Level 2 - small
QB Cert - Payroll - small

If any of this sounds familiar...

  • Bank accounts aren't reconciled
  • Transactions are uncategorized or miscategorized
  • You don't have vendors associated to all your transactions
  • Payroll doesn't match the books
  • Your "Ask my accountant" category has more transactions in it than you can count
  • You avoid looking at your books until tax time

We can clean it up, keep it clean, and give you monthly numbers you can actually use.

Here's what you can expect each month when you work with us.

Insight

We reconcile your bank and credit card accounts, then generate your monthly financial reports so you can see what changed and make better business decisions.

Support

Prompt communication and responses to your inquiries. We share our calendar links so you can book a meeting with us at any time.

Technology

The latest in online bookkeeping solutions. QuickBooks online, a custom client portal so you can ask and answer questions, and available solutions for 1099s, bill pay, payroll, and more.

Confidence

We reconcile your accounts each month, quarterly, and annually using Generally Accepted Accounting Principles (GAAP), so your tax professional has fewer questions and can file without spending time cleaning things up.

See our list of services

Trusted by Leading Local Companies & Organizations

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What Our Clients Say

We’re local, we’re consistent, and we don’t ‘disappear’ after onboarding.
Here’s what clients say after working with us month to month.

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Audrey

Audrey Seger Sprain

Owner, Dumpstor of Tulsa

"Layne quickly got our bookkeeping updated from our first day, ensured everything was properly coded and all documentation was in place for tax time. Each month I receive a P&L, Balance Sheet, and Cash Flow report which allows me to ensure everything is in order, update my budget, and stay focused on growth."

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Matt Jones

Owner, Jones House Creative

"PLS Balance My Books is a fantastic solution for your bookkeeping. Professional and personable, they treat their clients excellently and are the definition of a company that goes the extra mile. If you're looking for an ideal bookkeeping solution, you will do well working with PLS!"

Tiffany Neuberger

Tiffany Neuberger

Owner, Anywhere Infusions

"I am a new business and have been doing my own books. My CPA recommended I outsource that for my sanity. It has been the BEST thing. Layne does my books, she is punctual, and I upload my receipts and then don't have to keep them. They manage it all! It has saved me hours every month. So grateful! 10/10 recommend!"

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Ashley Wakelee

Owner, Cypress Wound Care

"PLS Balance My Books has been amazing. Layne got my books up to date, organized, and ready for tax filing very quickly. She is very knowledgeable, responds quickly, and is wonderful to work with. I thoroughly and wholeheartedly recommend them!"

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Ready to level up your books?

Here's how it works.

1. Discovery call - You tell us about your company, your processes, and your challenges.

2. Custom Proposal - We'll put together a custom service proposal just for you based on what we learned.

3. Onboard and go - We'll work with you to connect accounts, set rules, confirm your chart of accounts, and catch-up prior months.

Book a Discovery Call