Balanced Bookkeeping & Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local
- Software?
- QuickBooks
3 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Balanced Bookkeeping & Accounting | home page | |
| Website | https://www.balancedbookkeepingaccounting.com/ | home page | |
| Office locality | Broken Arrow, OK | /contact | |
| Phone | +19182862494 | home page | |
| Offers bookkeeping | Documented: Bookkeeper | Broken Arrow Oklahoma | Balanced Bookkeeping & Accounting, LLC top of page Services You Can Count On. GET A FREE QUOTE Bookkeeping... | home page | |
| Monthly bookkeeping | Documented: ...user-consultants - both for desktop as well as online. We are happy to provide you monthly accounting services or offer complete quickbooks training for you and your staff. We... | /quickbooks | 8 pts (max 8) |
| AP / AR | Documented: ...Broken Arrow and Tulsa Oklahoma | Balanced Bookkeeping & Accounting, LLC top of page Accounts Payable Accounts Receivable Bank & Credit Card Reconciliations Invoice and Billing... | /bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...preparation along with timely business quarterly tax preparation services. View More Payroll We offer exceptional payroll services for our clients. In addition to accurate payroll... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Card Reconciliations Invoice and Billing Solutions Bookkeeping/Write-up Work Management Financial Statement Reporting Cash Flow & Budgeting Analysis Financial Projections &... | /bookkeeping | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /services | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Billy J. Moore · Annual Filing Season Program record (on the IRS record) · business name on the record: Balanced Bookkeeping & Accounting, LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "FREE QUOTE" | home page | 6 pts (max 6) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Oklahoma Accountancy Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Billy J. Moore under the business name 'Balanced Bookkeeping & Accounting, LLC' in Broken Arrow, OK. The record lists: Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from Balanced Bookkeeping & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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