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About Us

Founded by husband-and-wife team Paul and Layne, PLS Balance My Books helps small and medium-sized businesses stay on top of their bookkeeping with accuracy, transparency, and modern tools. We take pride in doing the detailed work the right way—so your records are clean, your reports are reliable, and you’re never left guessing where things stand.

But we’re not just here to “do the books.” We believe great bookkeeping is built on great relationships: consistent communication, clear expectations, and a real partnership with the people behind the business. And because we’re local, we care deeply about the community we share with our clients. When local businesses are healthier, the whole community is healthier.

And that’s a win we actually care about.

Read more about our founders below.

Meet Layne & Paul

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Layne

With over 20 years of experience, Layne is the backbone of our bookkeeping work, combining deep accounting knowledge with practical, real-world systems that keep clients organized and tax-ready. She has worked across retail, construction, property management, and agriculture, and is especially skilled at cleaning up complex books and building repeatable processes that hold up over time.

Highlights & Credentials
  • B.S. in Accounting
  • MBA (Accounting concentration)
  • In-house bookkeeper for a medium-sized, seven-figure business
  • Managed 30+ clients per month for a bookkeeping firm
  • QuickBooks Online Gold Level 2 ProAdvisor certified 

Schedule time with Layne
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Paul

Paul brings over 25 years of experience in product management, business analysis, and customer success—work centered on building strong relationships, simplifying complex processes, and delivering an exceptional client experience.

Paul leads client operations and relationship management for PLS. He believes in people over process: the tools and workflows matter, but trust and clarity matter more.

Highlights & Credentials
  • Authored and taught customer education courses for small business owners
  • Led diverse, international teams of business analysts and developers
  • QuickBooks Online Gold Level 1 ProAdvisor certified
Schedule time with Paul

Our Mission

Our mission is to deliver accurate, precise bookkeeping while providing consistent communication and dependable follow-through. We help business owners understand their numbers, stay compliant, and make decisions with confidence. We build lasting partnerships through trust, responsiveness, and a genuine commitment to the communities we serve.

In practice: we use a consistent monthly close process—reconcile, review, and deliver clear reports on a predictable schedule.

Our Vision

We envision small business owners operating with confidence because their financial foundation is clear, reliable, and well supported year-round. With that clarity, they’re prepared for tax time without a last-minute scramble and feel less stressed because they always know where they stand. Our goal is to be the trusted bookkeeping partner known for integrity, clarity, and relationships that last—helping local businesses grow stronger and communities thrive.

In practice: we invest in long-term partnerships with local businesses and support the community those businesses make possible.

Our Values

Ownership

We communicate issues early, document changes, and if something’s wrong, we own it and fix it fast.

Accuracy

We reconcile accounts monthly and keep categorization consistent, so your numbers are reliable.

Partnership

We build real working relationships with clear expectations, steady communication, and zero ghosting.

Clarity

We don’t just deliver reports—we help you understand what the numbers mean and what to do next.

Community

We’re invested locally because when small businesses are healthier, the whole community is stronger.

Why Choose Us?

Because you don’t just need “bookkeeping”—you need a partner you can count on. We combine real-world experience with a consistent process, clear communication, and modern tools to keep your books clean, dependable, and ready when you need them.

  • Consistent monthly close process (reconcile → review → reports) so you always know where things stand
  • Clear expectations and steady communication—no guessing, no disappearing act
  • Proven cleanup and catch-up experience when things are behind or messy
  • Modern, secure workflow for documents, questions, and approvals (no email scavenger hunts)
  • CPA-friendly handoff that makes tax time smoother and less stressful
Book a discovery call