(918) 990-9414
About Us
Founded by husband-and-wife team Paul and Layne, our firm is driven by a shared passion for helping businesses succeed through expert bookkeeping, financial management, and modern technology. We prioritize accuracy, transparency, and reliability, building lasting relationships with our clients through meticulous accuracy and attention to detail.With extensive experience in accounting, finance, and business operations, we understand the challenges entrepreneurs face in managing their books. That’s why we provide personalized, detail-oriented bookkeeping services designed to meet the unique needs of small and medium-sized businesses. Whether you’re launching a startup, scaling your company, or streamlining an established business, we’re here to support you every step of the way.Read more about our founders below.
Meet Layne
Layne brings a wealth of hands-on expertise to our firm with over 20 years of experience providing solutions at a variety of levels to a wide range of customers. Her background spans multiple industries including retail, construction, property management, and farming and she has a proven track record streamlining processes and bringing order where chaos previous existed. Her ability to problem-solve ensures accuracy and efficiency in your bookkeeping.
She holds a Bachelors in Accounting.
She holds a Masters in Business Administration with a concentration in Accounting.
She has worked as an in-house bookkeeper for a medium-sized, seven-figure business.
She has handled more than 30 clients per month for a bookkeeping firm, managing all aspects of those clients' accounts.
She is QuickBooks Gold Level 2 ProAdvisor certified.
Meet Paul
With over 20 years of experience in product management, business analysis, and customer success, Paul brings a powerful combination of technical expertise, strategic thinking, and a customer-first mindset to the world of bookkeeping. His career has been built on optimizing processes, leading high-performing teams, and simplifying complex operational workflows—with a focus on delivering exceptional client experiences.
He has authored and conducted customer education courses designed for small-business owners.
He believes in people over process.
He has led diverse, international teams of business analysts and developers.
He is QuickBooks Gold Level 1 ProAdvisor certified.
Our Mission Statement
At PLS Balance My Books our mission is to provide accurate, precise, and technology-driven services that empower business owners to focus on growth while we manage the routine bookkeeping tasks. By leveraging the latest technology, we streamline processes, ensure accuracy, and deliver timely insights that allow our clients to make confident, informed decisions. We are committed to supporting the long-term success of each business we serve and building lasting relationships along the way.
Our Core Values
At PLS Balance My Books, we are committed to providing accurate, reliable, and ethical bookkeeping services that empower businesses to thrive. Our core values guide everything we do:
Integrity – We uphold the highest ethical standards, ensuring honesty, confidentiality, and transparency in every financial transaction.
Accuracy – Precision is at the heart of our work. We deliver meticulous financial records that businesses can trust.
Client Success – Our clients’ financial health is our priority. We provide insights and solutions that help them make informed decisions and achieve their goals.
Responsiveness – We believe in proactive communication and timely service to keep businesses running smoothly.
Accountability – We take full responsibility for our work and build long-term relationships based on reliability and mutual respect.
Why Choose Us?
With over 20 years of experience, we understand the unique financial challenges local entrepreneurs face. Our goal is to give you peace of mind through reliable bookkeeping and one-on-one support.