Licensed US CPA firm

A CPA firm for businesses doing $1M to $50M.

We run the bookkeeping, file the return, and sit on a monthly call to go through the numbers with you. Deepest experience in construction, healthcare, ecommerce, and SaaS. Books close by the 15th, every month, and you talk to the same people each time.

Raleigh, North Carolina

QuickBooks Online

CPA-reviewed

Browse by service, or by industry.

Bookkeeping & Accounting

We reconcile the bank and card accounts, run AP and AR, and close the month on a fixed calendar. The chart of accounts is built around how your business makes money rather than how QuickBooks ships by default. Financials are delivered by the 15th.

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Controller

We track cost at the job, project, or department level and run AP and AR day to day. Each month includes a review of where margin sits and which jobs or lines have moved. This is the layer between the bookkeeper and the CPA, and most firms do not staff it.

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CFO & Advisory Services

A thirteen-week cash forecast, budget versus actual, and margin analysis, updated monthly and reviewed with you in a working session. Clients use this in place of a full-time CFO, or alongside a controller they already employ.

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Quality of Earnings

Federal, state, and multi-state filings. Planning work happens in Q3 and Q4 and covers entity structure, estimated payments, and the credits your industry qualifies for. The same team keeps the books, so the return is built from records we already know.

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Tax Services

Sell-side and buy-side quality of earnings for lower middle market transactions. Normalized EBITDA with every adjustment traced to the general ledger, working capital analysis, and a report written to hold up under the other side's review.

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Construction

Job costing, WIP schedules, and percentage-of-completion revenue, run monthly rather than at year end. We track committed cost against budget and handle retainage, AIA pay applications, and overbilling and underbilling positions as part of the close.

WIP

Job costing

Retainage

AIA pay apps

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Healthcare

Payer mix and days in AR broken out by insurer, reported monthly. Books are kept to a standard that holds up for a lender review or an audit. When payer timing shifts, it appears in the monthly package with the number attached.

Payer mix

Days in AR

Audit-ready

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Ecommerce

Contribution margin by SKU and by channel, calculated after ad spend, returns, merchant fees, and fulfillment. Multi-channel revenue reconciled to deposits. Inventory and COGS tied to landed cost.

SKU margin

Channel P&L

Landed cost

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SaaS & AI

MRR, net revenue retention, burn, and runway reported alongside the monthly financials. Deferred revenue recognized under ASC 606. Board reporting and the books come from the same set of records.

MRR

NRR

ASC 606

Runway

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Where to start

Pick whichever fits where you are.

Talk to a CPA

Book a 30-minute call

Bring three months of statements, or read-only access to your QuickBooks file. We go through it on the call and tell you what we would change first. If we are not the right firm for your situation, we will say so.

Book a call

Read first

Read your industry page

Construction, healthcare, ecommerce, and SaaS. Each page covers what we track in that business and how the monthly close is put together.

See industries

Check the cost

See pricing

Tiers and what each one includes, published on the site. You can work out roughly what you would pay before speaking to anyone.

What clients say

TRUSTED BY

25+ industries served

Proven results

98% client retention

★★★★★

"Since the start of my business I have gone through 3 different CPAs in the span of 5 years. Ace CPA is the best firm I have ever worked with. Their commitment extends past their realistic pricing and outstanding customer service. I plan to work with Ace till the end of time!"

Santhose Kumar

Verified Google Review

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★★★★★

"I've done several projects with Ace CPAs and they've always been quite to respond, produce high-quality work, and super professional to work with. I would highly recommend!"

Morgan Tate

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★★★★★

"I had a great experience with Ace CPAs. I spoke with Samie Khen, who provided clear and professional guidance on bookkeeping and tax preparation. Although I didn’t onboard due to existing commitments with other business directories Samie was very knowledgeable, and professional, especially regarding my construction business."

Sandei sink11

Verified Google Review

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★★★★★

"Never have I had a CPA as on top of my accounts as Mubarak! Great communication and always great advice!"

Troy Alberson

Verified Google Review

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★★★★★

"Ace CPAs helped me get organized, very professional, and easy to work with. I highly recommend anyone interested in help with bookkeeping for their businesses."

Chad Patterson

Verified Google Review

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★★★★★

"Great service is always available, and they do it by the book. I would highly recommend them."

Musib Ali

Verified Google Review

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★★★★★

"The communication was excellent, and the response time was very prompt."

K-C Lyday

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★★★★★

"Very experienced team that was easy to work with."

Jake Merrill

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Before you get on a call

What is ACE CPAs?

A licensed US CPA firm based in Raleigh, North Carolina, working with businesses between $1M and $50M in revenue. We handle bookkeeping, tax, CFO and advisory work, and quality-of-earnings reviews. Most of our clients are in construction, healthcare, ecommerce, or SaaS.

What services does ACE CPAs offer?

Five service lines: Bookkeeping and Accounting, Controller, CFO and Advisory, Tax, and Quality of Earnings. A licensed CPA reviews the work in all five before it reaches you.

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

Those four are where we have the most client history and the deepest bench. We work outside them regularly. Mention your industry on the call and we will tell you whether we are the right firm for it.

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

We run books in QuickBooks Online. If you are on Desktop, the migration happens during onboarding and is included in the engagement fee.

Is the 30-minute consultation free?

Yes. No card, and no automatic enrollment in anything afterward. You will leave with at least one specific thing we would change in your books, whether or not you engage us.

How is this different from hiring a bookkeeper?

A bookkeeper records transactions. We do that work and add forecasting, variance analysis, job or SKU level margin, and tax planning, with a CPA reviewing all of it. In practice the difference is that you deal with one team rather than coordinating a bookkeeper, a tax preparer, and a part-time controller who have never spoken to each other.

Will ACE CPAs replace my current bookkeeper or controller?

Some clients hand us the entire finance function. Others keep an internal bookkeeper and bring us in for the CFO and tax layer above it. Both arrangements work. Describe your setup on the call and we will tell you where we would add the most value, including if the answer is nowhere.

Bring three months of statements.

Thirty minutes with a licensed CPA. We go through what you have and tell you the first thing we would change, whether or not you engage us.

Book a call

(336) 203-7399