Expert Bookkeeping
Day-to-day accounting tasks
Monthly reconciliation procedures
Monthly financial packages
Starting at $500/month
Accounting Support
Day-to-day accounting tasks
Monthly reconciliation procedures
Customized monthly financial packages
Additional accounting services include:
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Accounts receivable and invoicing
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Accounts payable and vendor management
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Sales tax tracking and remittance
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Other ongoing tasks/deliverables
Starting at $1,000/month
CFO Services
Need something more?
From financial budgeting to cash flow management, let's discuss help we can help you take control of your books in an active way
Starting at $3,000/month
FAQs
Q:
Do you offer bookkeeping and accounting services for small businesses in Oklahoma City?
A:
Yes. We support solo entrepreneurs, contractors, and small to mid-sized businesses throughout Oklahoma City and the surrounding area. Our team provides monthly bookkeeping, clean-ups, tax-ready financials, payroll support, and ongoing guidance tailored to local industries. We are happy to meet to discuss anytime.
Q:
Can you help with Oklahoma tax requirements and local business filings?
A:
Absolutely. We help Oklahoma City business owners stay compliant with Oklahoma tax rules, sales tax filings, annual reports, and other required local submissions. We make sure your books are accurate, deadlines are met, and your business stays in good standing year-round.
Hear what our clients are saying:
Monica G.
Business Owner
“Helped me so much and have recommended expense reclassifications that have boosted profits....”
Jeff H.
Co-founder of Tax & Advisory Firm
“Pass along existing client work, freeing up bandwidth for high-end projects…”
Industries That Matter in Oklahoma City
Owners need records that explain what happened during the month in plain language.
1. Energy and industrial services
2. Aerospace and aviation services
3. Healthcare practices
The result is a set of records owners can actually use. This is especially helpful when cash timing changes from month to month.
Costs Many Oklahoma City Businesses Need to Review
Expense tracking works best when the major cost groups are clear.
Good expense records make it easier to catch small changes before they become bigger problems.
Planning Around Business Trends in Oklahoma City, OK
Market changes can affect customer payments, vendor bills, and staffing. For Oklahoma City businesses, areas such as expansion of healthcare, wellness and medical office activity, increased transportation, warehouse and vendor activity, and ongoing demand for equipment, supply chain and field support businesses are worth keeping visible in monthly reports.
With current books, owners can compare trends against real sales, costs, and cash flow.
A Closer Look at Oklahoma City Business Types
Healthcare and wellness practices often need a different monthly view than trucking and logistics companies. Logistics and vendor support businesses may have their own costs to track as well.
Good records help owners see how money moves through the business.
Bookkeeping Items to Keep Current in Oklahoma City
Common issues include tracking revenue, expenses and owner activity each month, keeping equipment, repairs, fuel and supply costs in separate categories, reviewing margins before small cost increases become bigger problems, keeping sales, payments and bank activity reconciled, and avoiding year end cleanup caused by inconsistent records. A monthly review may cover tracking revenue, expenses and owner activity each month, repair costs, tools, equipment and supplies, reviewing margins before small cost increases become bigger problems.
That gives owners a clearer way to review cash flow and profitability. This supports better decisions when the business needs cleaner records for tax preparation.
Our Team
Ryan Minner
Client Management
Ryan Baker
Operations & Delivery
Chad Reed
Risk & Quality
Hannah Junio
Accounting Manager
Suzette Gaerlan
Accounting Manager
Rico Doca
Bookkeeper
Macel Mendoza
Bookkeeper
Joan Tamayo
Bookkeeper
Jamie Sanchez
Executive Assistant