From Chaos to Clarity:
Tax Services You Can Trust

How It Works with ACEA Accounting
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!

Have questions around pricing? Reach out today, we’re here to help!