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Industry-focused CPA firm in Raleigh, NC, serving businesses across the US

(336) 203-7399info@acecpas.com
(336) 203-7399Book a free CPA review

CPA firm for construction, healthcare, ecommerce and SaaS & AI businesses earning $1M to $50M

New SBA rule: Appendix 15

SBA 7(a) acquisitions priced at $3M+ now need a lender-engaged QoE.

Applies to loan numbers issued on or after October 1, 2026. We deliver it in 2 weeks from a complete file.

Scope an SBA lender QoERead the rule summary

Construction

Know what every job is making, every month.

Job costing, WIP and retainage, reviewed by a CPA.

Book a free CPA reviewConstruction accounting

Healthcare

See which payers pay, and how fast.

Payer mix and AR days by insurer, reported monthly.

Book a free CPA reviewHealthcare accounting

Ecommerce

Your real margin on every SKU and channel.

After ad spend, fees, returns and landed cost.

Book a free CPA reviewEcommerce accounting

SaaS & AI

MRR, burn and runway your board can trust.

Monthly metrics and ASC 606 revenue from one set of books.

Book a free CPA reviewSaaS & AI accounting
01SBA Lender QoE
02Construction
03Healthcare
04Ecommerce
05SaaS & AI
5-star Google reviews
98%client retention in 2025
25+industries served
250+CPA-led QoE engagements
2 wksQuality of Earnings turnaround

What we do

What does a CPA firm for a $1M to $50M business do?

A CPA firm for a $1M to $50M business keeps the books accurate every month, checks and manages them as a controller, plans cash and growth as a CFO, handles tax during the year, not only at filing, and prices deals with a Quality of Earnings report. AceCPAs runs all of it on one team, set up for your industry, with a licensed CPA reviewing every report.

Books closed on the same date every month.

Every bank and card account reconciled, bills and invoices managed, and a chart of accounts built around how you earn revenue.

What you get

  • Every bank and card account reconciled to the penny
  • Profit and loss, balance sheet and cash flow by the 15th
  • A licensed CPA review before the reports reach you
See how the close worksAsk a CPA about bookkeeping
Last month's closeIllustrative
  • Bank and card accounts reconciled12 of 12
  • Bills and invoices agedDone
  • Payroll liabilities tied outDone
  • CPA reviewDone
  • Financials sentBy the 15th
Compare all servicesSee all industries

Industries

Which industries does AceCPAs serve?

AceCPAs serves construction, healthcare, ecommerce and SaaS & AI businesses earning $1M to $50M. Each gets reports built for how it earns revenue: WIP schedules for contractors, days in AR by payer for medical practices, margin by SKU and channel for online sellers, and MRR, burn and runway for software companies.

Know what every job is making, every month.

Job costing, WIP schedules and revenue tracking every month. Committed costs tracked against budget, with retainage and overbillings managed.

  • WIP
  • Job costing
  • Retainage
  • AIA pay apps
Construction accounting
WIP scheduleLast month, 4 open jobs
Illustrative
Backlog$2,111,500
Net overbilled$146,500
Retainage held$228,250
JobCompleteOver/(under)
Medical office #23165%$92,500
School addition #22780%($60,000)
Retail shell #23525%$48,000
Warehouse retrofit #21980%$66,000

2 jobs flagged for your review · CPA reviewed

In another industry? Tell us how you earn revenue, and we will tell you whether we fit.

Why AceCPAs

Why do owners stay with AceCPAs?

Owners stay because the books close on the same date every month, a licensed CPA checks every report, and one team handles the books, tax and CFO work.

15thof each month, financials in your inbox
1fixed monthly fee, set before any work starts
4industries we specialize in
30 minfree CPA review to start

The same close date every month

Books closed on a fixed date and financials by the 15th, so every decision starts from current numbers.

A licensed CPA on every report

A CPA reviews each reconciliation and report before it reaches you, and explains what changed.

One team for books, tax and CFO work

Your bookkeeper, controller, CFO and tax preparer work from the same numbers and talk to each other.

Works with the tools you already use

  • QuickBooks Online
  • Gusto
  • ADP
  • Bill.com
  • Shopify
  • Amazon Seller Central
  • A2X
  • Stripe

On QuickBooks Desktop? We move your file to QuickBooks Online during setup.

How it starts

What happens in your first 90 days?

From the first call to a steady monthly close. Select a step to see what you do and what we do.

Week 1

You

You book a 30-minute call and share three months of statements or read-only ledger access.

We

A licensed CPA reviews them and tells you the first thing we would change, whether or not you hire us.

Typical timeline. Your proposal sets the dates.

Week 1 starts with a free CPA review.

Book your Week 1 reviewCall (336) 203-7399

Compare your options

How does AceCPAs compare with a bookkeeper or an in-house controller?

A bookkeeper records transactions. An in-house controller costs a full salary plus benefits. With AceCPAs, a $1M to $50M business gets bookkeeping, controller review, CFO planning and tax from one team for one fixed monthly fee, and a licensed CPA reviews every report.

What you getFreelance bookkeeperIn-house controllerAceCPAs
Monthly close and reconciliationsYesYesYes, by the 15th
Licensed CPA reviews every reportNoRarelyYes
Margin review and close oversightNoYesYes
Cash forecast and CFO planningNoSometimesYes
Tax planning and filingNoNoYes
Cover when someone is outOne personOne personA named team
Typical costHourly or a monthly retainerA full salary plus benefits and payroll taxOne fixed monthly fee, quoted after a free review

Your AceCPAs quote depends on transaction volume, the number of entities and the services you add. It is one fixed monthly fee, set before any work starts.

Your team

Work directly with the people who run the firm.

A small, named team led by our two co-founders handles your books, taxes and reporting.

  • Office at 5540 Centerview Dr, Suite 204, Raleigh, NC. Get directions
  • Serving businesses across the US by video and secure file sharing
Meet the full team

You work with a named team, not a call center

Mubarak Shah, CPAMubarak Shah, CPACo-Founder and Managing Partner
Ibrahim KaachhiIbrahim KaachhiCo-Founder and Operations Partner
Brice WoodardBrice WoodardAccounting Specialist
Sidra DiyarSidra DiyarClient Onboarding Specialist

Your starting point

Three questions. Your starting point in ten seconds.

1. What industry are you in?
2. What is your annual revenue?
3. What do you need most?

Where we would start

Outsourced Controller

We keep your books current, and a controller adds payables, collections and a monthly margin review.

  • Monthly margin review
  • WIP schedule tied to the books
  • Financials by the 15th
Book a free CPA review See outsourced controller services

A CPA confirms the plan on the free call.

Insights

What should owners read before hiring a CPA firm?

See all insights
Fractional CFODo you need a fractional CFO or just a bookkeeper?What each role does, what it costs and the signs you have outgrown bookkeeping alone.Read the guide Cash flowCash flow vs profit: why profitable businesses still struggleWhy a profitable month can still leave the bank account low, and what to track instead.Read the guide Tax planningTax planning vs tax filing: why most SMBs overpay taxes every yearWhat changes when tax is planned during the year instead of filed after it ends.Read the guide

Questions

Questions owners ask before they call.

Still have a question? Call (336) 203-7399 or email info@acecpas.com. Monday to Friday, 9 AM to 6 PM ET.

Reviewed by Mubarak Shah, CPA · Updated November 2026

What does a CPA firm for a $1M to $50M business do?

A CPA firm for a $1M to $50M business keeps the books accurate every month, checks and manages them as a controller, plans cash and growth as a CFO, and handles tax during the year, not only at filing. AceCPAs runs all of it on one team, set up for your industry, with a licensed CPA reviewing every report.

How much does outsourced accounting cost?

It depends on your transaction volume, the number of entities and how much controller, CFO and tax work you need. AceCPAs quotes one fixed monthly fee after a free 30-minute review, before any work starts. For most $1M to $50M businesses it costs less than one full-time in-house accountant.

What services does AceCPAs offer?

Bookkeeping and accounting, outsourced controller, fractional CFO, tax planning and filing, and Quality of Earnings for buyers, sellers and SBA 7(a) lenders. One team covers all of them, so your books, tax and reporting use the same numbers.

Where is AceCPAs, and do you work outside North Carolina?

AceCPAs is a CPA firm in Raleigh, NC. Our office is at 5540 Centerview Dr, Suite 204, Raleigh, NC 27606. We work with businesses across the United States, with meetings by video and files shared securely online.

Do you only work with the four industries listed on this site?

No. Those four make up our largest client base. We work with businesses in other industries regularly. Tell us your industry on the call and we will tell you whether we fit.

Do you work with QuickBooks Desktop, or only QuickBooks Online?

We keep books in QuickBooks Online. If you use QuickBooks Desktop, we migrate the file during setup at no extra charge.

Is the 30-minute consultation free?

Yes. No card is required and we do not sign you up for any automated plan.

How is this different from hiring a bookkeeper?

A bookkeeper records transactions. We do that and add cash forecasts, margin tracking and tax work, all checked by a licensed CPA. You work with one team instead of a bookkeeper and a tax preparer who never talk.

Will AceCPAs replace my current bookkeeper or controller?

Only if you want us to. Some clients hand us the whole finance function. Others keep an in-house bookkeeper and use us for the close review, tax and CFO work. Share your setup on the call and we will show you where we add value.

Free 30-minute CPA review

Bring three months of statements. Leave with your first fix.

Thirty minutes with a licensed CPA. We tell you the first thing we would change, whether or not you hire us.

  1. 1Book a 30-minute callPick a time that works for you.
  2. 2Share three months of statementsOr read-only ledger access.
  3. 3Get a fixed feeOne price for the agreed scope, set before any work starts.
Book a free CPA reviewCall (336) 203-7399

No card, no contract. If we are not the right fit, we say so.