Begin by completing our client questionnaire to share key details about your business and goals.
Provide access to your QuickBooks Online (QBO) file, other business software you use, and your most recent two years of tax returns.
Once we’ve received the necessary documents, we’ll request a retainer to begin work on your file.
Our team will conduct a thorough QBO diagnostics review to assess the current state of your accounts, identifying areas needing restructuring or clean-up.
Based on the diagnostics, we’ll send you a custom proposal detailing the scope of work, timeline, and investment required.
After you approve the proposal, we’ll start processing your financial information.
We’ll either clean up your existing QBO file or set up a new QBO system tailored to your needs.
We configure systems to ensure efficient monthly maintenance and data entry, keeping everything streamlined for ongoing work.
Receive monthly reports to keep you informed about your financial position.
Each month, we’ll close your books, reconciling accounts and making sure everything is up-to-date
Access advanced management reports and a customized performance dashboard for a deeper insight into your business’s performance.
We’ll set up metrics and benchmarks tailored to your industry and business, so you can monitor key performance indicators.
Each quarter, we conduct a review and update your tax planning, so there are no surprises come tax season.
Finally, we handle your tax prep and review to ensure you’re fully compliant and tax-optimized.
With expert financial solutions tailored to your unique needs, ACEA Accounting offers accuracy, reliability, and support for your small business. Our personalized approach and industry-specific expertise empower you to focus on growth while we handle the numbers.
