Bookkeeping Services Tulsa | QuickBooks-Powered Monthly Books
Get accurate monthly books, tax-ready financials, and clear cash insights. Our Tulsa CPA team manages your QuickBooks, closes the month on time, and keeps you audit-ready—so you can run the business, not the books.
Expert Bookkeeping Services Tulsa | QuickBooks-Powered Monthly Books in Tulsa
Our QuickBooks-powered bookkeeping services provide accurate financial records, monthly reconciliations, and real-time reporting for Tulsa businesses. With former IRS management on our team and deep expertise across industries like construction, restaurants, and oil & gas, we deliver more than just data entry—we provide financial clarity that drives better business decisions. Our flat-rate monthly plans include everything from daily transaction recording to year-end 1099 preparation, all accessible through secure cloud-based QuickBooks Online.
Monthly bank and credit card reconciliations
QuickBooks Online setup and optimization
Payroll processing coordination (Gusto, ADP, QuickBooks)
Accounts receivable and payable management
Why Choose Our Bookkeeping Services Tulsa | QuickBooks-Powered Monthly Books?
Monthly bank and credit card reconciliations
QuickBooks Online setup and optimization
Payroll processing coordination (Gusto, ADP, QuickBooks)
Accounts receivable and payable management
Sales tax filing (Oklahoma multi-jurisdiction)
Monthly financial statements with KPI dashboard
Year-end 1099 and W-2 preparation
Inventory tracking and COGS reconciliation
Integration with Stripe, Square, Shopify, and more
Monthly video review calls with your CPA team
Audit-ready documentation and receipt management
Free QuickBooks health check assessment
Our Simple Process
Free Health Check
15-minute discovery call and QuickBooks assessment checklist
Fixed Quote
Transparent monthly pricing based on transaction volume and complexity
Cleanup & Onboarding
Fix historical issues and set up optimized chart of accounts (2-4 weeks)
Monthly Rhythm
Books closed by the 10th with financial statements and insights delivered
Unmatched Expertise in Bookkeeping Services Tulsa | QuickBooks-Powered Monthly Books
With former IRS management experience and over 20 years as a CPA, we provide insights and strategies that others simply can't match.
- Former IRS Manager with insider knowledge
- Master's degree in Business Taxation
- 100% success rate in IRS negotiations

Matt Klingeman
CPA, Former IRS Manager
Frequently Asked Questions
Q:How much does monthly bookkeeping cost in Tulsa?
A: Our monthly bookkeeping plans typically range from $400-1,500 based on transaction volume and complexity. After a free QuickBooks health check, we provide a fixed monthly quote. Most small businesses with 200-400 monthly transactions fall in the $600-800 range.
Q:Can you clean up years of messy QuickBooks files?
A: Yes, we regularly clean up and catch up 12-36 months of neglected bookkeeping. Most cleanup projects are completed within 2-4 weeks once we have access to your bank statements and QuickBooks file. We provide a fixed-fee quote for cleanup work.
Q:Do you work with QuickBooks Desktop or just Online?
A: We primarily work with QuickBooks Online for its superior integration capabilities and real-time access. However, we can support QuickBooks Desktop users and help with migrations to QBO when beneficial. We also work with Xero for certain industries.
Q:How do you handle Oklahoma sales tax for multiple cities?
A: We manage multi-jurisdiction sales tax compliance including state, county, and city rates. Our team tracks nexus requirements, files returns, and maintains exemption certificates. We integrate with Avalara and TaxJar for automated calculations when needed.
Q:Can you work with my existing CPA for taxes?
A: Absolutely. If you have a tax CPA you love, we're happy to handle just the monthly bookkeeping and provide them with clean, tax-ready books. We can also handle your taxes in-house with our experienced tax team.
Q:What industries do you specialize in for bookkeeping?
A: We have deep expertise in construction (job costing, WIP), restaurants (daily cash reconciliation, tip reporting), oil & gas (JIB, revenue distribution), nonprofits (restricted funds, Form 990), and e-commerce (inventory, multi-channel sales).
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