Get organized, understand your numbers, and stay tax-ready.
Bookkeeping shouldn't
be mysterious.
We help small business owners in Owasso, Tulsa, and across Oklahoma keep clean, consistent books so tax time is easier, reports are useful, and financial questions don’t stress you out.
If any of this sounds familiar...
Your books are behind or inconsistent
You're not sure your accounts are reconciled correctly
You don't have vendors associated to all your transactions
Business and personal spending have gotten mixed together
Payroll, 1099s, or sales tax are creating stress
Your "Ask my accountant" category has more transactions in it than you can count
You need clean reports for your tax professional, lender, or your own sanity
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 accounts monthly, quarterly, and annually using Generally Accepted Accounting Principles (GAAP), so your tax professional has fewer questions and can file without cleanup.
Follow-Through
We keep the month moving with timely questions, consistent follow-up, and a clear close process, so your books do not drift into the “we’ll figure it out later” zone.
Trusted by leading local companies & organizations
What our clients say...
We’re local, we’re consistent, and we don’t ‘disappear’ after onboarding. Their words. Not ours.
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.
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!
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!
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!
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. Tailored Proposal - We'll put together a custom service proposal just for you based on what we learned.
3. Onboard and go - We work with you to connect accounts, set rules, confirm your chart of accounts, and catch-up prior months.
Serving: Owasso • Collinsville • Claremore • Broken Arrow • Tulsa • Greater Oklahoma
Copyright 2026. PLS Balance My Books. All rights reserved.