Expert Bookkeeping Services for Your Small to Medium-sized Business
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 service tailored to your business needs—accurate, affordable, and stress-free. Whether you need monthly bookkeeping, QuickBooks support, or catch-up services, our personalized approach ensures your books are accurate and tax-ready.
Located in Owasso, Oklahoma we service clients throughout the state. We provide comprehensive bookkeeping services for small to medium-sized businesses aimed at taking the stress out of your bookkeeping and general ledger maintenance so that you can focus on what you do best—Growing your business.
What We Provide
Insight
Gain clear financial insights to make smarter business decisions. We turn numbers into knowledge.
Support
Personalized bookkeeping support when you need it. We’re here to help your business thrive.
Technology
Modern bookkeeping solutions powered by the latest technology for accuracy and efficiency.
Confidence
Stay stress-free with accurate books and compliance peace of mind. We’ve got your back.
Services We Offer
Bookkeeping
Stay on top of your finances with consistent monthly maintenance and financial reports.
Payroll Services
Payroll services that ensure accurate, timely, and compliant employee compensation.
Catch-up
Behind on your books? We'll get you back on track.
Tax Support
We provide your tax professional with accurate, timely reports to make tax filing stress-free.
Services
We don’t believe in one-size-fits-all bookkeeping.
How It Works
1. Discovery First
We begin with a conversation. We'll ask about your business structure, current systems, pain points, and where you'd like to grow. Whether you're drowning in receipts, behind on reconciliations, or just need better financial visibility, we’re here to listen and learn.
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. Ongoing Partnership
Once we’re working together, we’re not just ticking boxes—we’re actively supporting your financial success. Need to adjust or add services as you grow? No problem.
Our Services
ACCOUNTS MAINTENANCE - Categorizing and recording all transactions in QuickBooks Online. We code everything and flag anything unusual for your review. *
(Frequency & account limits customized per agreement)ACCOUNTS RECONCILIATION - Reconciling your bank and credit card accounts each month by comparing recorded transactions against account statements to identify and resolve discrepancies.
ACCOUNTS RECEIVABLE (A/R) TRACKING - Recording your incoming invoices and payments.
ACCOUNTS PAYABLE (A/P) TRACKING - Tracking of unpaid bills and recording of outgoing bills and payments.
(Priced based on number of transactions.)MONTHLY FINANCIALS - Generation of monthly profit and loss statement, balance sheet, and cash flow summary. These reports reflect your financial activity and position.
PAYROLL SERVICING - Preparation and processing of client-approved payroll, related tax filings, and reporting as outlined in the engagement.
(Priced based on number of employees.)TAX PREPARATION SUPPORT - We prepare necessary year-end reports and work with your tax professional by providing finalized financial data. Adjusting entries can be entered upon request, and we will close the books for the year.
1099 PROCESSING - We track and issue 1099 forms quarterly and file annually for your contractors and vendors
(Pricing based on number of contractors or vendors)SALES TAX REPORTING - Reviewing and recording your sales records, calculating total tax due for each reporting period, and preparing documentation or reports for submission to your designated tax authority.
BUSINESS PROPERTY TAX SUPPORT - Gathering and organizing the financial data needed for your business property tax return and coordinate with your tax professional to ensure timely and accurate filing.
ANNUAL STATE REPORTING - Preparing the necessary information and working with your registered agent or legal service provider to file your annual state report.
RETIREMENT COORDINATION - Working with your retirement plan provider or financial advisor to ensure contributions are recorded accurately and integrated with your payroll and bookkeeping systems.
BUDGET CONSULTING - Consulting with you to create a practical, goal-oriented budget and monitoring your financial performance throughout the year—offering insights to keep you on track.
* NOTE: If you're already using QuickBooks online, our firm can consolidate that cost into your service agreement as a convenience if desired.
Book a free consultation.
Ready to get started? We'd love to meet with you to learn about your
business so we can customize a proposal for you!
FAQ
What does a bookkeeper do for a small business?
A bookkeeper keeps your business’s financial engine running smoothly by tracking income, expenses, and transactions. We handle the day-to-day number crunching—categorizing expenses, reconciling bank accounts, managing invoices, and keeping your books accurate and up-to-date. In short: we keep your finances organized so you can make smart decisions, stay compliant, and focus on growing your business (instead of fighting with spreadsheets).How much does bookkeeping cost?
Bookkeeping costs can vary depending on your business size, complexity, and specific needs—but here in Oklahoma, most small businesses can expect to pay between $300 to $800 per month for professional bookkeeping services. We offer custom packages based on your unique situation—because no one wants to overpay for services they don’t need (or underpay and end up with a mess later). Book a free consultation to get an accurate quote.Why outsource bookkeeping for my business?
Outsourcing your bookkeeping is like hiring a financial sidekick—minus the overhead. You save time, reduce costly errors, and get expert financial insights without adding a full-time employee. It also helps you stay audit-ready, tax-prepped, and focused on running your business. We make sure your numbers work for you, not against you.Can you help with QuickBooks for my business?
Whether you’re new to QuickBooks or it’s starting to feel more like “QuickMess,” we can help. From setting up your chart of accounts and syncing bank feeds to troubleshooting errors and generating reports, we’ve got your QuickBooks covered. We work with QuickBooks Online, and we speak fluent “QB” so you don’t have to.Do I need a bookkeeper or an accountant?
Both! (But not necessarily at the same time.) A bookkeeper keeps your financial records organized and up-to-date—think day-to-day transactions, reconciliations, and monthly reports. An accountant typically steps in for high-level analysis, tax planning, and filing. Think of it like this: bookkeepers build the financial foundation; accountants build the tax strategy on top of it. Most small businesses need consistent bookkeeping before they can make the most of an accountant’s services.Can a bookkeeper prepare financial reports?
Absolutely. A professional bookkeeper can generate standard financial reports like the Profit & Loss Statement, Balance Sheet, and Cash Flow Statement. These reports help you understand where your money’s coming from, where it’s going, and what you need to adjust. We prepare accurate, easy-to-read reports that give you a clear financial picture—no accounting degree required.
Privacy Policy
Privacy PolicyUpdated: March 17, 2025PLS Balance My Books ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.plsbalancemybooks.com. Please read this policy carefully. By using our website, you agree to the terms outlined below.1. Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and any other information you provide when contacting us or using our services.
- Financial Information: If applicable, payment details or financial data necessary for bookkeeping services.2. How We Use Your Information
We use the information we collect to:
- Provide, manage, and improve our bookkeeping services.
- Process transactions and send invoices.
- Respond to inquiries, customer support requests, and feedback.
- Send updates, promotional materials, or service-related communications (you can opt out at any time).
- Enhance website security and user experience.
- Comply with legal and regulatory requirements.3. How We Share Your Information
We do not sell or rent your personal information for marketing or promotional purposes. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.We may share information in the following cases:
- Legal Compliance: If required by law, court order, or to protect our rights, property, or safety.
- Business Transfers: In case of a merger, acquisition, or asset sale, your data may be transferred to the new entity.4. Data Security
We implement industry-standard security measures to protect your information. However, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security, but we strive to use commercially acceptable means to protect your personal data.5. Your Choices and Rights
You have the right to:
- Access, update, or correct your personal information.
- Request the deletion of your data (subject to legal and contractual obligations).
- Opt out of marketing communications.To exercise these rights, please contact us at [email protected].6. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your browsing experience. You can adjust your browser settings to refuse cookies, but this may impact website functionality.7. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices. Please review their policies before providing any personal data.8. Changes to This Privacy Policy
We may update this policy from time to time. Changes will be posted on this page with the updated effective date. We encourage you to review it periodically.9. Contact Us
If you have any questions about this Privacy Policy, please contact us at:PLS Balance My Books LLC
12324 E 86th St N PMB 524, Owasso, OK 74055-2543
[email protected]
(918) 990-9414
Terms of Use
Terms of UseUpdated: March 3, 2025Welcome to PLS Balance My Books ("Company," "we," "us," or "our"). These Terms of Use ("Terms") govern your use of our website https://www.plsbalancemybooks.com ("Website") and the services we offer. By accessing or using our Website and services, you agree to comply with these Terms. If you do not agree, please do not use our Website.1. Services Provided
Our Company provides bookkeeping and related financial services to businesses and individuals. The information and content on this Website are for general informational purposes only and do not constitute professional financial or legal advice.2. User Responsibilities
By using our Website, you agree to:
- Use our Website and services only for lawful purposes.
- Provide accurate and complete information when requested.
- Not engage in any activity that could damage, disable, or impair our Website.
- Not attempt to gain unauthorized access to any part of our Website or systems.3. Intellectual Property
All content, trademarks, logos, and materials on this Website are the property of PLS Balance My Books or its licensors and are protected by copyright, trademark, and other intellectual property laws. You may not copy, distribute, or reproduce any content from this Website without our express written permission.4. Third-Party Links
Our Website may contain links to third-party websites. We are not responsible for the content, policies, or practices of any third-party websites and encourage you to review their terms and privacy policies.5. Limitation of Liability
To the fullest extent permitted by law, PLS Balance My Books is not liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of or inability to use our Website or services.6. Privacy Policy
Your use of our Website is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information. By using our Website, you consent to our data practices as outlined in the Privacy Policy.7. Changes to These Terms
We reserve the right to modify these Terms at any time. Any changes will be effective upon posting to our Website. Your continued use of our Website after changes are posted constitutes acceptance of the revised Terms.8. Governing Law
These Terms shall be governed by and construed in accordance with the laws of Oklahoma and the United States, without regard to its conflict of law principles.9. Contact Us
If you have any questions about these Terms, please contact us at:PLS Balance My Books LLC
12324 E 86th St N PMB 524, Owasso, OK 74055-2543
[email protected]
(918) 990-9414By using our Website, you acknowledge that you have read, understood, and agree to be bound by these Terms.
Book a consultation
Complete the form below and one of our associates will reach out to you ASAP to schedule a time where we you can tell us about your business and needs.
By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message and Data Rates may apply. You can STOP messaging by sending STOP and get more help by sending HELP. Our privacy policy is available by clicking here.
Other Contact Methods:
Phone: (918) 990-9414
Email: [email protected]12324 E 86th Street N, PMB 524
Owasso, OK 74055-2543
Contact Information
We're here to help you simplify your finances and grow your business. Whether you have a question about our services, need support, or want to discuss how we can assist with your bookkeeping needs — we're just a message away.Get in TouchPhone: (918) 990-9414
Email: [email protected]
Office Hours: Monday – Friday, 9:00 AM – 5:00 PM CSTMailing AddressPLS Balance My Books LLC
12324 E 86th St N, PMB 524
Owasso, OK 74055-2543
Messaging Terms & Conditions
Updated: May 6, 2025General
When you opt-in to the service, we will send you a message to confirm your signup.By opting into messages, you agree to receive recurring automated marketing and informational text messages from Paul Stansberry. Automated messages may be sent using an automatic telephone dialing system to the mobile telephone number you provided when signing up or any other number that you designate.Message frequency varies, and additional mobile messages may be sent periodically based on your interaction with PLS Balance My Books. PLS Balance My Books reserves the right to alter the frequency of messages sent at any time to increase or decrease the total number of sent messages. PLS Balance My Books also reserves the right to change the short code or phone number or alphanumeric sender where messages are sentYour usual message and data rates may apply. If you have any questions about your text plan or data plan, it is best to contact your mobile provider. Your mobile provider is not liable for delayed or undelivered messages.Your consent to receive marketing messages is not a condition of purchase.Carriers
Carriers are not liable for delayed or undelivered messages.Cancellation
Messages will provide instructions to unsubscribe either by texting STOP or through an included link. After you unsubscribe, we will send you a message to confirm that you have been unsubscribed and no more messages will be sent. If you would like to receive messages from PLS Balance My Books again, just sign up as you did the first time and PLS Balance My Books will start sending messages to you again.Info
For support regarding our services, email us at [email protected] or, if supported, text "HELP" to 5393990252 at any time and we will respond with instructions on how to unsubscribe. If we include a link in messages we send you from PLS Balance My Books, you may also access instructions on how to unsubscribe and our company information by following that link.Transfer of Number
You agree that before changing your mobile number or transferring your mobile number to another individual, you will either reply "STOP" from the original number or notify us of your old number at [email protected]. The duty to inform us based on the above events is a condition of using this service to receive messages.Privacy Policy
If you have any questions about your data or our privacy practices, please visit our https://www.plsbalancemybooks.com/#privacy.Messaging Terms Changes
We reserve the right to change or terminate our messaging program at any time. We also reserve the right to update these Messaging Terms at any time. Such changes will be effective immediately upon posting. If you do not agree to a change to these Messaging Terms, you should cancel your enrolment with our messaging program. Your continued enrollment following such changes shall constitute your acceptance of such changes.
