About Us

Bookkeeping Broken Arrow OkShockley Bookkeeping has been serving clients in Broken Arrow and Tulsa for over 15 years with their Bookkeeping, Payroll, and Tax Services. We provide each client with accurate, efficient, and quality information to make sure their books are ready at year-end to submit to their accountants.

Here at Shockley Bookkeeping, we love numbers and detailing your everyday business expenses. It is what we do best. Everything from entering information into your checkbook register, to paying your employees and paying taxes, we can do it!

We understand that running and growing your business is your main goal. Having to take time out to keep your books as well as pay your employees and payroll taxes keeps you focusing on what is most important. Allow Shockley Bookkeeping in Broken Arrow to handle this burden for you.

 

Carri Shockley, Founder & President

Wsu LogoCarri was born in Washington State and is a 2000 Graduate of Washington State University, with a Bachelor of Arts in Organizational Communication. She moved to Broken Arrow, OK to attend a bible college and loved the area so much, she decided to stay. Carri is happily married and has two wonderful children. She enjoys spending time with family, Mexican food, and Cinnamon Dulce lattes.

Carri began Shockley Bookeeping in 2007 to help support her family on a part time basis out of her home so she could still be at home with their first child. As she continued this journey, the business continued to grow. After having her second child in 2011, her and her husband decided it was time to let the business grow. In May of 2013, Shockley Bookkeeping Services moved from her home-based office into a quaint office space in downtown Broken Arrow. Today, they have expanded and are now located in a larger office space on 81st and Aspen in Broken Arrow. She loves to work with numbers and especially loves to reconcile bank and credit card statements. Bookkeeping is a perfect career fit for her!

 

Project Managers/Accounting Ninja’s:

Susan

Susan Surber – Having over 40 years of accounting experience Susan joined Shockley bookkeeping and Tax Service in August of 2019 as an Account Manager. Not long after, she quickly proved her skill set and was soon promoted to Accounting Project Manager. Her background includes both public and private accounting. Susan has experience working in various industries with both small and large companies, including automotive, construction, legal, medical, restaurant and retail. At Shockley, Susan works on Special Projects, Bookkeeping Reviews, Payroll, and her favorite Forensic Accounting! Working at Shockley Bookkeeping Susan appreciates the Christian atmosphere, and the loving co-workers that are more like a family. In her spare time, she enjoys movies with her husband, refinishing furniture, junking, and gardening.

Holly

Holly Nel – Hi, my name is Holly Nel and I am a Project Manager at Shockley Bookkeeping & Tax Services. I have been with Shockley for about 7 years and have worked extensively doing books and payroll for small and medium-sized businesses just like yours. My experience prior to working here includes my husband and I running our own business and working as an Office/Operations Manager in multiple businesses throughout my career. I am happily married for 21 years with three kids and a goldendoodle named Axel. Our office is so different from your average accounting environment – we laugh and have fun and most of us are extroverts! Come meet us soon!!

 

Account Manager/Payroll Specialist

Annette

Annette Sowiak

I am an Account Manager and have worked for Shockley Bookkeeping since June of 2020.

I am originally from Texas and moved here to go to Bible School in 2017. I worked at my family’s business for 6 years prior to moving to Oklahoma and was trained in several positions including accounts payable, receivable, and accounting.

I have been married to my amazing husband for 5 years, and we have two sweet pups. Oliver is our Boxer Lab and Franchesca is our Bernese Mountain dog. I enjoy all things music and love to be outdoors!!

I have loved my time here at Shockley and enjoy being a part of such an amazing team!

 

Account Associates/Payroll Associates

Sue

Sue Bertrand – Since joining Shockley in July of 2021, I have found bookkeeping and payroll to be an enjoyable and rewarding occupation. I am thrilled to be working with a wonderful group people who are truly a team.

My experience includes service in the Air Force, warehouse, church, elementary special education, and office positions in hospital, elementary education, and industrial sales.

Broken Arrow resident since 1992. Attended Rhema Bible Training Center.

My hobbies include reading, church activities and family.

Kellie

Kellie Lopez – My husband and I started a small accounting business over 10 years ago. My involvement was mainly data entry. Eventually we downsized and when covid hit, I found myself needing another source of income. Through a mutual friend who was employed at Shockley, I was referred and came on board almost a year ago. Working at Shockley is one of the best working experiences I have ever had. The comradery is wonderful which creates an environment of trust that filters into the business side. Plus, I have been able to grow in my accounting practices while working here. Some fun facts about me are I am from the hills of Kentucky, married to my amazing husband of 23 years and have two dynamic teenagers 18yrs & 16yrs. I love to travel, take walks and avocados. My favorite number is zero since in accounting that means I balanced 🙂

Miki

Miki Scott – I have been doing a degree in bookkeeping for 30+ years. My husband and family have always had some level of self-employment/small business. Working with numbers just seems to be a pleasure for this brain of mine.

For me, working here at Shockley’s is super fun, and has provided more learning and hands-on training and experience. We have such a fun, and healthy office culture (laughter is our tagline) – truly, I look forward to coming to work every single time.

Outside of work I have quite a few loves. *My grandson rules the world where I’m concerned. I also help on the administrative side of our family-owned business. Hobbies: I love to watercolor paint, quilt, work in the veggie garden and I am a prolific grower/lover of flowers- any flowers.

 

Tax & Administrative Assistant/Receptionist

 

Kathy Henrie – I have been with Shockley for almost 4 years as an Administrative Assistant. I am the friendly face that you encounter at the front desk. I enjoy helping people and assisting them with their needs. I was formerly employed at Merrill Lynch and at The University of Tulsa in customer service and as Associate Director of Financial Aid.

I earned my degree in Communication at The University of Tulsa. I have been happily married for 44 years and have two sons and three grandchildren. I am active in women’s ministry at my church and I love a good book.

 

Tax Experts

Wil

William Sutherland – I have been with Shockley Bookkeeping & Tax since October of 2021. I consult with business and individual clients in areas of business and personal tax planning. I have worked in public accounting since 2011. My duties are to also prepare various tax returns and assist our client base with tax planning.

In my spare time I enjoy spending time with my daughter and performing music with my band.

I have completed a Bachelor of Science Degree in Business Administration Major of Accountancy and Minor of Finance