Frequently Asked Questions
The Answers You Need
SERVICES
The right support for where you are now
What services does Okie Accounting Offer?
Okie Accounting offers four core services tailored to construction companies and real estate businesses:
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ongoing monthly bookkeeping,
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Fractional Controller services,
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bookkeeping clean-up and catch-up, and
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data migration from QuickBooks Desktop to QuickBooks Online.
Don't see what you need? We can create a custom package for your business. Schedule a discovery call to walk through your options.
Whether you need someone to maintain your books on an ongoing basis, bring order to years of disorganized records, or step into a financial leadership role, there is a service designed for where you are right now.
What is included in ongoing monthly bookkeeping?
We offer a variety of packages to ensure your accounting needs are met.
All packages include includes recording and categorizing all transactions, reconciling bank and credit card accounts, and delivering accurate financial reports each month.
For construction clients, this includes job costing and work-in-progress tracking.
For real estate investors, it includes property-level reporting. The goal is to ensure you always have clean, current financials without having to manage it yourself.
What does a Fractional Controller do, and is it right for my business?
A Fractional Controller provides financial oversight and analysis at a senior level — without the cost of a full-time hire.
This includes reviewing financial reports for accuracy, building or improving reporting systems, providing cash flow analysis, and acting as a financial resource for business decisions. It is a strong fit for growing construction companies or real estate investors who need more than basic bookkeeping but are not yet at the stage of hiring an in-house controller.
What is bookkeeping clean-up, and do I need it?
Bookkeeping clean-up addresses books that have errors, inconsistencies, or have been improperly maintained — regardless of how recently they were last worked on. This may include correcting miscategorized transactions, reconciling accounts that have never been properly closed, or rebuilding a chart of accounts that was not set up correctly for your industry.
If your reports do not make sense, your books have been handled inconsistently, or you have inherited a QuickBooks file in poor condition, a clean-up engagement is the right starting point.
What is bookkeeping catch-up, and how is it different from clean-up?
Catch-up brings your books current when they have fallen behind — sometimes by months, sometimes by years. The existing structure of your books may be sound, but the transactions simply have not been recorded or reconciled.
This is common for business owners who have been too busy to keep up, or whose previous bookkeeper stopped working without completing the records.
Clean-up fixes how the books were done; catch-up finishes what was left undone.
Do you help with migrating from QuickBooks Desktop to QuickBooks Online?
Yes. QuickBooks Desktop to Online migration is a standalone service offered for businesses ready to make the switch. The migration process includes transferring your existing data, verifying that balances and transaction history carried over correctly, and configuring QuickBooks Online to match your industry setup — including job costing and class tracking for construction and real estate.
Making the move to QBO gives you real-time access to your financials from anywhere, and it is the platform all ongoing engagements are built on.
Industry Experience
We speak your language
What is the difference between a bookkeeper and a Fractional Controller, and which one do I need?
A bookkeeper handles the day-to-day recording of financial transactions — categorizing expenses, reconciling accounts, and keeping your books current. A Fractional Controller goes further by providing financial oversight, analysis, and reporting that supports business decisions. If you need clean books, a bookkeeper may be the right fit. If you need someone to interpret your numbers, build reporting, and help you understand your financial position — particularly across multiple projects or properties — a Fractional Controller is the better choice.
Many clients find they need a combination of both, which is exactly what Okie Accounting offers.
Do you work with contractors, subcontractors, real estate investors, or all three?
All three.
Okie Accounting specializes in serving construction companies — including general contractors and subcontractors — as well as real estate investors managing rental portfolios or flips.
These industries share a need for project-level financial tracking, and that is the core of what we do.
Do you understand job costing and work-in-progress and track retainage schedules?
Yes! Job costing and WIP reporting are central to the work done here. Accurate job costing tells you whether each project is profitable before it closes. WIP schedules are critical for managing cash flow, satisfying lender requirements, and understanding where you stand across multiple active projects at once. These are not add-ons; they are built into how the books are structured from the start.
Yes, we do. Retainage is one of the most commonly mishandled areas in construction bookkeeping, and getting it wrong distorts both your revenue and your receivables. Retainage is tracked separately from standard accounts receivable so that your financials accurately reflect what has been billed, what has been withheld, and what is owed to you — or what you owe to subcontractors.
What accounting software do you work with?
QuickBooks Online is the primary platform, but we also support clients on QuickBooks Desktop.
If you are currently on Desktop and would like to make the switch, migration to QBO can be facilitated as a standalone service or as part of onboarding.
The goal is accurate, well-organized financials regardless of which platform you are on.
Working Together
What to expect when you work with us
I'm not sure what I need. How do I get started?
Start by requesting a discovery call through the website.
Before scheduling, you will answer a few questions about your business so the call is focused and productive.
On the discovery call, we walk through your current financial situation, what is and is not working, and what you are looking for in an accounting partner.
There is no obligation. This is just a conversation to figure out whether we are the right fit
What happens after the discovery call?
After the call, we conduct a free diagnostic review of your QuickBooks file. This gives us a clear picture of the condition of your books. What is accurate, what needs correcting, and how much clean-up is required.
Within two business days, you will receive a proposal outlining what we found, how we recommend addressing it, and an estimated timeline to get everything in order.
From there, you choose the level of service that fits your needs, sign the proposal, and we move into onboarding.
How does the onboarding process work?
Onboarding is where we get everything in place to begin working together. You will be asked to provide access to your QuickBooks file along with supporting documents including recent tax returns, payroll details, bank and credit card statements, loan statements, operating agreements, and any equity partner arrangements. This gives us the full picture of your business so we can structure your books accurately from the start.
Once everything is received, we move into the clean-up or catch-up phase and begin building toward your first set of accurate, complete financials.
What does a typical month working with you look like?
Each month, transactions are recorded and categorized, accounts are reconciled, and financial reports are prepared and delivered. Communication happens primarily through email, with a scheduled phone or video call as needed and access to a client portal for document sharing.
The goal is to keep the process streamlined so that you receive accurate, timely financials without it requiring significant time on your end.
Pricing
Straightforward pricing for
serious
business
owners
How is pricing structured?
Ongoing monthly bookkeeping and Fractional Controller services are priced as a flat monthly retainer based on the scope of work, billed on the first of each month in accordance with the signed proposal.
There are no long-term contracts required. The goal is to earn your continued business through the quality of the work, not a contract obligation.
You know exactly what to expect with no surprise hourly bills. Retainer pricing is determined following the discovery call and diagnostic review, once the scope of your books and reporting needs are fully understood.
Are clean-up, catch-up, and migration priced differently than ongoing services?
Yes. Clean-up, catch-up, and QuickBooks Desktop to Online migration are project-based engagements priced separately from the monthly retainer.
Pricing for these services is outlined in the proposal following the free diagnostic review, based on the condition of your books and the estimated time to complete the work.
What if my needs change after we get started?
If your business changes, grows, you add properties or projects, or your reporting needs expand, your retainer can be adjusted to reflect the updated scope.
Any changes are discussed and agreed upon before taking effect — there are no automatic price increases.
Is the Diagnostic Review really free?
Yes. The diagnostic review of your QuickBooks file is complimentary and comes with no obligation. The proposal you receive afterward clearly outlines what was found and what it will cost to address — so you can make an informed decision before committing to anything.
Qualifications and Credentials
Why Okie Accounting Group is the Right Fit
Who is behind Okie Accounting Group?
Okie Accounting Group was founded in 2008 and is led by Wendy, an accounting professional with more than 15 years of experience in bookkeeping, payroll, financial operations, and small business accounting.
Before founding the firm, Wendy spent years in accounting roles beginning in 2009, including serving as a Finance Director for a construction company . An experience that gave her firsthand understanding of job costing, payroll, cash flow, and the financial realities of running a project-based business.
Wendy is supported by a dedicated team that handles bookkeeping and back-office operations, ensuring clients receive consistent, responsive service. Together, we help contractors, real estate investors, and small business owners move from disorganized books and financial uncertainty into clarity, confidence, and better decision-making.
Our focus is narrow by design. We work exclusively with construction companies and real estate investors because deep industry knowledge produces better results than a generalist approach. We have supported clients across Florida, Tennessee, North Carolina, New Mexico, and New York.
Are you a CPA? What are your qualifications?
We are not a CPA firm, and tax preparation is not a service we offer. What we do bring is deep, specialized expertise in bookkeeping and financial control for construction and real estate businesses.
Wendy holds a QuickBooks Online Advanced Certified ProAdvisor designation — the highest level of QuickBooks certification available — and every bookkeeper on our team holds that same certification.
That means the people managing your books have been trained and tested on the platform at an advanced level, not just familiar with the basics.
If you have a CPA for tax filing, we work alongside them seamlessly. Clean, well-organized books typically reduce the time your CPA spends sorting through records — which often lowers your tax preparation fees as well.
What do your clients say?
"Wendy at Okie Accounting is fantastic. She does our monthly bookkeeping and prepares financial reports for the owners and upper-level management.
She is very responsive and takes the time to listen to our concerns — often hearing what we are unable to express. She has an extensive knowledge of accounting and is expertly skilled at managing our books. We haven't missed a tax deadline or vendor payment since working with her. I'd give 6 stars if I could!"
— Metro Property Services, Google Review
"Wendy helped me rework the way I was cost coding my expenses so I could run cost projection reports for my jobs. Wendy is very patient and knowledgeable with the Quick Books programs. I do not hesitate to recommend her to help you solve your Quick Books problems."
— Interior Buildouts, QuickBooks Review