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← Back to Top 12 Bookkeepers in the Oklahoma City Area, OK (2026)Craig Carter & Associates
Evidence Score 39/100 at 72% evidence coverage 6 of 12 on the Oklahoma City area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks Online
Who they say they serve: real estate, construction, contractors, manufacturing, healthcare (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Craig Carter & Associates | home page | |
| Website | https://www.craigcarterassociates.com/ | home page | |
| Office locality | Edmond, OK | home page | |
| Phone | +14053405971 | home page | |
| Offers bookkeeping | Documented: ...to advise you on business issues, legal matters, tax planning, accounting and bookkeeping, financial planning and the overall direction of your company. Our integrated approach... | home page | |
| AP / AR | Documented: ...Credit card reconcilitations Sales rep commission tracking and reconciliation Accounts payable and receivable Payroll and sales tax processing Daily point-of-sale reconciliation... | /outsourced-accounting-and-bookkeeping-services. | 4 pts (max 4) |
| Payroll coordination | Documented: ...and bookkeeping Strategic tax consulting Tax planning Financial statement preparation Payroll services Business loan assistance Budgets and financial projections Business plan... | /accounting-and-bookkeeping-services.htm | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Outsourced accounting Accounting and bookkeeping Strategic tax consulting Tax planning Financial statement preparation Payroll services Business loan assistance Budgets and... | /accounting-and-bookkeeping-services.htm | 6 pts (max 6) |
| Industries served (documented) | real estate, construction, contractors, manufacturing, healthcare, medical | /accounting-and-bookkeeping-services.htm | 5 pts (max 5) |
| Software supported | QuickBooks Online | /accounting-and-bookkeeping-services.htm | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Dale Smiley · Enrolled Agent (on the IRS record) · business name on the record: Craig Carter and Associates | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...establish almost every type of trust available. Estate and trust planning services include: Wills and trusts Living wills and trusts Guardianship provisions Advance directives... | /estate-planning-services.htm | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
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); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
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 Dale Smiley under the business name 'Craig Carter and Associates' in Edmond, OK. The record lists: Enrolled Agent. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Craig Carter & Associates's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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