Small business and nonprofit bookkeeping in Owasso, Tulsa, and across Oklahoma
Bookkeeping Services for Small Businesses and Nonprofits
We don't believe in one-size-fits-all bookkeeping. Our process is tailored to give you the best experience possible, so you're not paying more than you need to be.
Monthly bookkeeping and tax readiness
The foundation of everything we do. Your books are kept current, reconciled, and closed on a predictable schedule, ready for your tax professional at year-end.
Transaction categorization
We keep every transaction organized and categorized consistently in QuickBooks Online, so your books are ready for review each month.
Frequency and account limits are set in your agreement.
Monthly reconciliations
We match your books to your bank and credit card accounts, so balances are accurate and issues get caught early.
Monthly financial reports
A Profit & Loss, Balance Sheet, and Cash Flow Statement each month, delivered by the 20th for most clients.
Year-end tax readiness
We prepare year-end reports and finalized books for your tax professional, then close the year. We don't prepare or file tax returns.
Transaction categorization
We keep every transaction organized and categorized consistently in QuickBooks Online, so your books are ready for review each month.
Frequency and account limits are set in your agreement.
Monthly reconciliations
We match your books to your bank and credit card accounts, so balances are accurate and issues get caught early.
Monthly financial reports
A Profit & Loss, Balance Sheet, and Cash Flow Statement each month, delivered by the 20th for most clients.
Year-end tax readiness
We prepare year-end reports and finalized books for your tax professional, then close the year. We don't prepare or file tax returns.
Running a nonprofit?
We provide monthly bookkeeping and reporting for nonprofits too, along with the supporting records your tax professional needs for your Form 990.
Running a nonprofit?
We provide monthly bookkeeping and reporting for nonprofits too, along with the supporting records your tax professional needs for your Form 990.
Cleanup and setup
Specialized help for specific situations, from getting caught up to getting QuickBooks set up right.
Catch-up & cleanup bookkeeping
Behind by a few months, or a few years? We bring your books current and reconcile every account. Available as a standalone project or as the first step into monthly service.
QuickBooks Online setup and training
We set up QuickBooks Online the right way, or fix the file you have, and show you how to use the parts you'll actually need.
Payroll, 1099s, and sales tax
Deadline-driven work, handled on schedule and recorded correctly in your books.
Payroll support
We coordinate with your payroll provider using your approved payroll data, and make sure payroll is recorded correctly in your books.
Priced by number of employees.
1099 preparation
We track contractors throughout the year, then prepare and e-file your 1099s ahead of the January deadline.
Up to 10 contractors or vendors. Additional contractors or vendors billed at $7/ea.
Sales tax reporting
We review your sales records, calculate the tax due each period, and prepare the documentation for submission.
Cash flow and planning
Know what's owed to you, what you owe, and what's coming next.
Invoices and payments tracking
We track invoices and payments so you know what's outstanding and can keep receivables from aging.
Bills and vendor payments
We track bills and due dates so you can plan cash needs, avoid late fees, and stay current with vendors.
Priced by number of transactions.
Budget consulting
We help you build a practical budget and review how you're tracking against it on a schedule we agree on.
STORYLINE financial reviews
A plain-English look at what the last 12 months of your numbers are telling you, with a short monthly update after that. Requires at least 12 months of reconciled financials.
Invoices and payments tracking
We track invoices and payments so you know what's outstanding and can keep receivables from aging.
Bills and vendor payments
We track bills and due dates so you can plan cash needs, avoid late fees, and stay current with vendors.
Priced by number of transactions.
Budget consulting
We help you build a practical budget and review how you're tracking against it on a schedule we agree on.
STORYLINE financial reviews
A plain-English look at what the last 12 months of your numbers are telling you, with a short monthly update after that. Requires at least 12 months of reconciled financials.
How It Works
1. Discovery
We begin with a conversation. We'll ask about your business structure, systems, pain points, and challenges. We want to understand your business and your needs.
2. Tailored Proposal
Using what we learn, we craft a customized proposal built from the individual services we offer. You get exactly what you need. Nothing more, nothing less. Clear scope. Transparent pricing. Real solutions.
3. Onboard & Go
We'll work with you to connect accounts, set rules, confirm your chart of accounts, and, if your books are behind, start a separate catch-up and cleanup project. Then, we manage everything monthly.
Bookkeeping shouldn't be mysterious. Serving Owasso, Tulsa, and small businesses across Oklahoma.
Bookkeeping shouldn't be mysterious. Serving Owasso, Tulsa, and small businesses across Oklahoma.
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