Quick Comparison
| Firm | Credentials | Focus |
|---|---|---|
| <a href="https://www.taxfilingstulsa.com/">Accounting By Heather, PLLC</a> | Certified QuickBooks ProAdvisor practice led by Heather Fry, CPA; LLC established in 2012 (14 years) and now operating under the Tax Filings DBA on East 41st Street in Tulsa. | Cloud-based bookkeeping, payroll, QuickBooks Online training and support, sales tax filings, and tax preparation for small businesses across wholesale, retail, gaming, construction, real estate, restaurant, transportation, and other sectors. |
| <a href="https://www.shockleybooks.com/">Shockley Bookkeeping & Tax Services Inc</a> | QuickBooks Certified ProAdvisor shop founded by Carri Shockley in 2007 (19 years), with a Broken Arrow office that holds an account manager team plus a tax department serving the Tulsa metro. | Monthly bookkeeping, QuickBooks management, payroll, account reconciliation, sales tax handling, tax preparation, and back-tax assistance for small to midsize businesses in Broken Arrow and Tulsa. |
| <a href="https://www.balancedbookkeepingaccounting.com/">Balanced Bookkeeping & Accounting, LLC</a> | QuickBooks Certified ProAdvisor on Desktop and Online with Certified Public Bookkeeper, NATP, AIPB, and Oklahoma Society of CPAs affiliations; LLC formed 6/26/2012 (13 years) by owner Bill Moore. | Bookkeeping, payroll, QuickBooks training and setup, and small-business tax preparation delivered onsite, in-office, or online for small businesses in Broken Arrow, Tulsa, and Northeast Oklahoma. |
1. Accounting By Heather, PLLC
- Address: 7220 E 41st Street, Tulsa, OK 74145
- Phone: (918) 965-0099
- Founder / Owner: Heather Fry, CPA (Founder and Owner)
- Operating Since: 2012 (14 years)
- Credentials: Certified Public Accountant; QuickBooks Certified ProAdvisor; 20 plus years of QuickBooks and tax experience cited by the firm
- Service area: Tulsa and the wider Tulsa metro, with cloud-based bookkeeping for clients across the broader region
- Industries served: Wholesale and distribution, retail, gaming, construction, real estate, restaurant, salvage, transportation, personal services, legal services, and entertainment
- Website: taxfilingstulsa.com
East 41st Street Tulsa Practice
Accounting By Heather, PLLC works from a 7220 E 41st Street office in Tulsa inside the 74145 zip, with the practice now using Tax Filings as a working DBA on the same Tulsa phone line of (918) 965-0099. Heather Fry, CPA is named on her LinkedIn profile, on her CountingWorks practitioner page, and on the company’s Alignable business profile as the founder and owner. The East 41st Street location puts the shop inside the city of Tulsa rather than in a suburb such as Broken Arrow or Owasso, which fits owners who want a same-city Tulsa CPA-led bookkeeping practice.
Verified 2012 LLC Establishment
Per the Clutch business profile and an Expertise.com summary for Heather Fry, Accounting By Heather was established in 2012 to bring cloud-based accounting to the Tulsa area. That 2012 start date puts the practice past the ten-year mark applied as a priority filter in this directory and well past the five-year minimum. The firm pairs the 2012 LLC vintage with 20 plus years of published QuickBooks and tax experience for owner Heather Fry, which includes both the LLC window and her prior public-accounting work.
Eleven-Sector Industry List
Heather Fry’s published industry list covers wholesale and distribution, retail, gaming, construction, real estate, restaurant, salvage, transportation, personal services, legal services, and entertainment, which is wider than most independent Tulsa shops cite. Per the firm’s Alignable business profile and CountingWorks practitioner page, service categories pair QuickBooks Online training and setup with monthly bookkeeping, payroll, sales tax filings, and tax preparation under a single CPA-led roof. Owners in regulated sectors such as gaming and legal services often pick the company for that named industry list rather than for a single niche.
Cloud-Based Tulsa Bookkeeping Model
The firm positions itself as a cloud-first bookkeeping and tax shop that pairs in-office work in Tulsa with QuickBooks Online portals for clients past the immediate metro. Heather Fry holds a Certified Public Accountant credential on top of the QuickBooks ProAdvisor designation, which lets the practice cover bookkeeping plus payroll plus tax filings under one engagement rather than handing tax work to a separate firm. Owners who keep books in QuickBooks Online can route monthly close, payroll, and sales tax through the same Tulsa point of contact.
2. Shockley Bookkeeping & Tax Services Inc
- Address: 806 S Aspen Avenue, Suite A, Broken Arrow, OK 74012
- Phone: (918) 615-8380
- Founder / Owner: Carri Shockley (Founder and President)
- Operating Since: 2007 (19 years)
- Credentials: Certified QuickBooks ProAdvisor; QuickBooks Desktop and Online support; 50 plus years of combined accounting and tax experience cited across the team
- Service area: Broken Arrow, Tulsa, and surrounding Tulsa County communities
- Industries served: Small to midsize businesses and individual clients across general small-business sectors
- Website: shockleybooks.com
South Aspen Avenue Broken Arrow Office
Shockley Bookkeeping & Tax Services Inc works from 806 South Aspen Avenue, Suite A, in Broken Arrow inside the 74012 zip, with the (918) 615-8380 phone line cited on the shop’s own contact page, on its Yelp listing, and on its Better Business Bureau profile. Carri Shockley is named on the practice’s About Us and Carri Shockley pages as the founder and president of record. The 81st and Aspen address puts the firm inside the Tulsa metro on the Broken Arrow side rather than in Tulsa proper, which fits owners on the east and southeast side of the metro who want a same-area bookkeeper.
2007 Home-Based Start and 2013 Office Move
Per the company’s About Us page, Carri Shockley began Shockley Bookkeeping in 2007 to help support her family on a part-time basis from a home office while caring for her first child. Following the arrival of her second child in 2011, Carri and her husband chose to grow the practice past a home setup, and in May 2013 the shop moved into a downtown Broken Arrow office before later expanding into the larger 81st and Aspen location. That 2007 founding window past 19 years sits well past the five-year minimum tenure threshold this directory applies and past the ten-year priority mark.
Eight-Person Team Roster
Per the practice’s own About Us roster, Shockley pairs Carri Shockley as president with account managers Sue Bertrand, Amber Black, and Jennifer Leitz, staff member Malinda Bryan, tax consultant William Sutherland, tax accountant and enrolled agent Josh Toranzo, finance analyst Dawn White, and office and tax administrator Mandy Meadows. That nine-person headcount is larger than most independent Tulsa-metro bookkeeping shops and pairs a QuickBooks ProAdvisor account manager track with a separate tax department under one roof. Owners who want a single shop that runs both monthly bookkeeping and tax filings fit the model.
QuickBooks Desktop Plus Online Track
The firm holds a Certified QuickBooks ProAdvisor designation and supports both QuickBooks Desktop and QuickBooks Online clients per its tax services and bookkeeping pages. Service categories pair monthly bookkeeping and QuickBooks management with payroll processing, direct deposits, account reconciliation, financial reporting, sales tax handling, accounts receivable and payable, and back-tax assistance. The dual-platform support fits Tulsa-metro owners who still run QuickBooks Desktop alongside owners who have shifted to the cloud version.
3. Balanced Bookkeeping & Accounting, LLC
- Address: P.O. Box 134, Broken Arrow, OK 74013
- Phone: (918) 286-2494
- Founder / Owner: Bill Moore (Owner)
- Operating Since: 2012 (13 years, BBB business start date 6/26/2012)
- Credentials: QuickBooks Certified ProAdvisor Online; QuickBooks Certified ProAdvisor Desktop; Certified Public Bookkeeper; National Association of Tax Professionals member; American Institute of Professional Bookkeepers member; Oklahoma Society of CPAs affiliation
- Service area: Broken Arrow, Tulsa, and the wider Northeast Oklahoma market
- Industries served: Small businesses across general sectors, with no specific industry restriction published
- Website: balancedbookkeepingaccounting.com
Broken Arrow LLC Mail Base
Balanced Bookkeeping & Accounting, LLC lists a P.O. Box 134 mailing address in Broken Arrow inside the 74013 zip, with the (918) 286-2494 phone line cited on the firm’s contact page, on the Broken Arrow Chamber of Commerce member profile, and on the company’s Better Business Bureau record. Bill Moore is named on the TaxBuzz tax preparer profile for Broken Arrow as the owner of the LLC. The Broken Arrow base fits owners on the east and southeast side of the Tulsa metro who want a same-zip bookkeeper plus a single shop for tax filings.
Verified 2012 LLC Filing Date
Per the shop’s BBB business profile, Balanced Bookkeeping & Accounting, LLC reflects a 6/26/2012 business start date, with the BBB accreditation file dated September 27, 2022. That 2012 LLC filing window past 13 years sits past the five-year minimum tenure threshold this directory applies and past the ten-year priority mark. The 2012 LLC vintage pairs with 20 plus years of accounting experience cited on the practice’s site, which spans both the LLC window and Bill Moore’s prior accounting background.
Multi-Credential Bookkeeper Profile
The practice holds QuickBooks Certified ProAdvisor designations on both the QuickBooks Online and QuickBooks Desktop platforms per the firm’s QuickBooks page, with the dual platform support cited on the same page. Bill Moore also holds a Certified Public Bookkeeper credential and the company lists memberships in the National Association of Tax Professionals, the American Institute of Professional Bookkeepers, and an affiliation with the Oklahoma Society of CPAs. That stacked credential profile is wider than most independent Broken Arrow and Tulsa shops cite, which fits owners who want a bookkeeper recognized across multiple professional bodies rather than only inside Intuit’s ProAdvisor program.
Onsite, In-Office, and Online Engagement Model
Service categories pair full-service bookkeeping with payroll, tax preparation for individual and small-business returns, QuickBooks training, and QuickBooks setup under a single roof per the shop’s services page. The firm describes the engagement options as flexible, with the team willing to work onsite at the client’s office, in-office at Balanced Bookkeeping, or online, whichever fits the owner. The Alignable Local Business Person of the Year recognition for 2022, 2023, 2024, and 2025 cited on the practice’s own home page reflects peer-network signal across four consecutive years for the Broken Arrow market.
Reference Notes
Accounting By Heather, PLLC address (7220 E 41st Street, Tulsa, OK 74145) and phone (918) 965-0099 cross-checked against the firm’s TaxBuzz tax-preparer page for Heather Fry, the Alignable business profile, the Yelp listing for Heather Fry in Tulsa, and the Tax Filings DBA on the company’s Facebook page. Heather Fry, CPA as founder and owner is sourced from her LinkedIn profile, her CountingWorks practitioner page, and the shop’s Alignable business profile. The 2012 establishment date is sourced from the Clutch business profile for Accounting By Heather, LLC and from a summary on Expertise.com. Eleven-sector industry list and the QuickBooks Certified ProAdvisor plus CPA credentials are sourced from the practice’s Alignable and CountingWorks pages.
Shockley Bookkeeping & Tax Services Inc address (806 S Aspen Avenue, Suite A, Broken Arrow, OK 74012) and phone (918) 615-8380 cross-checked against the firm’s own home and contact pages on shockleybooks.com, the Yelp business profile, and the Better Business Bureau profile for Shockley Bookkeeping & Tax Services Inc. Carri Shockley as founder and president is sourced from the Carri Shockley page and the About Us page on the company’s own site. The 2007 founding date, the 2011 expansion decision, and the May 2013 office move are sourced from the same About Us page. The Certified QuickBooks ProAdvisor designation and the team roster are sourced from the shop’s About Us and tax services pages.
Balanced Bookkeeping & Accounting, LLC mailing address (P.O. Box 134, Broken Arrow, OK 74013) and phone (918) 286-2494 cross-checked against the practice’s own home and contact pages on balancedbookkeepingaccounting.com, the Broken Arrow Chamber of Commerce member profile, the BBB business profile, the Alignable business profile, the Gusto partner directory profile, and the Nextdoor business page. Bill Moore as owner is sourced from the TaxBuzz tax-preparer profile for Broken Arrow and from the BBB business record. The 6/26/2012 business start date and the September 27, 2022 BBB accreditation date are sourced from the BBB business profile. Dual QuickBooks ProAdvisor status, Certified Public Bookkeeper, and the NATP, AIPB, and Oklahoma Society of CPAs memberships are sourced from the firm’s QuickBooks page and the home page testimonial roster.
All three firms appear as independent, founder-led or owner-led practices and not as franchised or rolled-up brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, or 1-800Accountant. None of the three duplicate entries already listed in the Oklahoma City directory for The Springer Company, Zen Bookkeeping, or Oliver and Associates.
Selection Methodology
This list applies four filters to the Tulsa market. First, the company has to be independent, family owned, or founder led rather than part of a national rollup or franchise brand. Second, the shop must show active QuickBooks credentials or a QuickBooks-centered practice, with that focus visible on its own site or on a third-party directory. Third, the practice has to have been in business for at least five years, with priority given to firms past the ten-year mark. Fourth, the firm has to position itself as a bookkeeping practice rather than a pure CPA tax-prep shop. Public address and phone data also had to match across at least two independent sources, including the company’s own site plus a directory record such as Yelp, TaxBuzz, LinkedIn, BBB, Alignable, Clutch, CountingWorks, Gusto, Nextdoor, Broken Arrow Chamber of Commerce, or Expertise.com. National rollup brands such as Bench, Pilot, QuickBooks Live, BELAY, Bookkeeper360, Bookminders, Supporting Strategies, Bookkeeper.com, and 1-800Accountant were excluded by design, since this directory targets locally owned shops in the Tulsa market.
Frequently Asked Questions
Do these firms serve clients outside Tulsa proper?
Yes. Accounting By Heather, PLLC runs from a 7220 East 41st Street office in Tulsa and pairs the in-city base with cloud-based bookkeeping for clients across the broader region. Shockley Bookkeeping & Tax Services Inc runs from 806 South Aspen Avenue in Broken Arrow and serves Broken Arrow, Tulsa, and the surrounding Tulsa County market. Balanced Bookkeeping & Accounting, LLC runs from a Broken Arrow base and serves Broken Arrow, Tulsa, and the wider Northeast Oklahoma market, with onsite, in-office, and online engagement options published on the shop’s services page.
Are these firms CPA practices or bookkeeping practices?
All three position themselves as bookkeeping and QuickBooks practices rather than as CPA audit shops. Accounting By Heather, PLLC pairs Certified QuickBooks ProAdvisor work with payroll, sales tax filings, and tax preparation under a CPA-led roof, with Heather Fry holding the CPA designation. Shockley Bookkeeping & Tax Services Inc pairs Certified QuickBooks ProAdvisor work with a separate tax department, including an enrolled agent on staff for IRS representation. Balanced Bookkeeping & Accounting, LLC pairs dual-platform Certified QuickBooks ProAdvisor work with Certified Public Bookkeeper status, payroll, and tax preparation. Owners who need formal CPA audit or attest work past the bookkeeping scope would still need to retain a licensed CPA firm separately.
Do Tulsa-metro bookkeeping firms typically offer remote service?
Yes. Accounting By Heather, PLLC is set up as a cloud-first practice, with QuickBooks Online portals for clients past the immediate Tulsa office. Shockley Bookkeeping & Tax Services Inc supports both QuickBooks Desktop and QuickBooks Online clients across Broken Arrow, Tulsa, and the surrounding Tulsa County market, which fits in-office and remote engagement. Balanced Bookkeeping & Accounting, LLC publishes a flexible model on its services page that lets clients work onsite, in-office at Balanced Bookkeeping, or online, whichever fits the owner’s setup.
How long have these firms been operating?
Accounting By Heather, PLLC was established in 2012 (14 years) by Heather Fry, CPA. Shockley Bookkeeping & Tax Services Inc was founded in 2007 (19 years) by Carri Shockley, with a home-based start, a 2013 downtown Broken Arrow office move, and a later expansion to the 81st and Aspen location. Balanced Bookkeeping & Accounting, LLC reflects a BBB business start date of 6/26/2012 (13 years), with Bill Moore as the owner. Each firm sits past the five-year minimum tenure threshold this directory applies, and each has stayed independent across its full window.
Editorial Note
This post was prepared on 2026-05-11 using publicly available web sources, including each firm’s own website, the Better Business Bureau business profile for Shockley Bookkeeping & Tax Services Inc and for Balanced Bookkeeping & Accounting, LLC, the Clutch business profile for Accounting By Heather, LLC, the TaxBuzz tax-preparer profiles for Heather Fry and Bill Moore, the CountingWorks practitioner page for Heather Fry, and third-party directories such as Yelp, Alignable, LinkedIn, Gusto, Nextdoor, the Broken Arrow Chamber of Commerce, and Expertise.com. Address, phone, ownership, and tenure details reflect those sources at the time of writing. Readers should confirm current details directly with each firm before contracting, since office locations, phone numbers, and ownership can change after publication.