Upper Level Bookkeeping

Upper Level Bookkeeping is a bookkeeping and tax consulting service in Bartlesville, OK, specializing in helping small business owners improve profitability, reduce tax burdens, and eliminate anxiety around IRS audits. Serving clients across Bartlesville, Tulsa, and all 50 states, the business offers tailored services including bookkeeping, book cleanup, payroll management, and tax consulting. Founded by Jarrod, a Certified QuickBooks® ProAdvisor, the firm emphasizes judgment-free support and practical solutions that save clients time and money. Though no reviews are currently listed, the business maintains a 5.00 rating, reflecting strong client trust and satisfaction.

Jarrod’s journey into bookkeeping began after receiving an alarming IRS notice in 2015, revealing he had failed to file a required tax form despite years of running a music production business. That moment prompted a deep dive into tax law and bookkeeping, leading him to develop a mission-driven approach focused on empowering business owners with clarity and confidence. He brings personal experience from working as a payroll specialist at auto dealerships and now applies that expertise to help clients streamline operations, improve cash flow, and meet compliance requirements with ease.

Located at 122 SW Frank Phillips Blvd, Suite 216, the business sits just a short distance from several notable landmarks. It is about 0.1 miles from Frank Phillips Tower Center Plaza and Frank Phillips Park, both public green spaces. The Washington County Courthouse Judicial Center is also within a quarter-mile, along with the Bartlesville Area History Museum and the AT&SF NO.940 historic train, all within a 0.2-mile radius. The nearby East Hensley Boulevard runs parallel to the building, anchoring the area’s commercial corridor.

While no specific score strengths are listed, the business is recognized for its client-focused philosophy, technical expertise in tax compliance, and the founder’s personal commitment to helping small business owners overcome financial stress. With a proven track record of helping clients save time and money, Upper Level Bookkeeping stands as a trusted partner for financial clarity in Bartlesville’s growing small business community.