At ACEA, we take pride in working with clients who are the perfect fit for our services. While not all businesses that apply are accepted, this ensures we can provide the highest level of personalized support and commitment. Here’s what you can expect when partnering with us:
01
Get Started
Send Us Your Details
Begin by completing our client questionnaire to share key details about your business and goals.
Grant Access
Provide access to your QuickBooks Online (QBO) file, other business software you use, and your most recent two years of tax returns.
Retainer Payment
Once we’ve received the necessary documents, we’ll request a retainer to begin work on your file.
02
Initial Review & Diagnostics
QBO Diagnostics
Our team will conduct a thorough QBO diagnostics review to assess the current state of your accounts, identifying areas needing restructuring or clean-up.
Customized Proposal
Based on the diagnostics, we’ll send you a custom proposal detailing the scope of work, timeline, and investment required.
03
Information Processing & Set-Up
Data Processing
After you approve the proposal, we’ll start processing your financial information.
QBO Clean-Up or Setup
We’ll either clean up your existing QBO file or set up a new QBO system tailored to your needs.
System Configuration
We configure systems to ensure efficient monthly maintenance and data entry, keeping everything streamlined for ongoing work.
04
Monthly Maintenance & Reporting
Reporting
Receive monthly reports to keep you informed about your financial position.
Monthly Book Closing
Each month, we’ll close your books, reconciling accounts and making sure everything is up-to-date
System Expanded Management Reports & Dashboards
Access advanced management reports and a customized performance dashboard for a deeper insight into your business’s performance.
05
Quarterly & Annual Services
Customized Metrics & Benchmarking
We’ll set up metrics and benchmarks tailored to your industry and business, so you can monitor key performance indicators.
Quarterly Reviews & Tax Planning
Each quarter, we conduct a review and update your tax planning, so there are no surprises come tax season.
Year-End Tax Preparation & Review
Finally, we handle your tax prep and review to ensure you’re fully compliant and tax-optimized.
Have questions around pricing? Reach out today, we’re here to help!