Monthly bookkeeping
Bank and credit-card reconciliations, a clean general ledger, and a monthly profit-and-loss you can actually use.
Wake Forest · NY · NC · CA
Clear books. A person who stays with the file.
Family-owned bookkeeping, payroll, and tax support for businesses in states like NY, NC, and CA. Onboarding is a complimentary consultation with our in-house affiliate CPA to design the best approach, program, and scope for your business.
- Family-owned LLC
- In states like NY, NC, and CA
- Hablamos Español
- Complimentary CPA consultation
What we handle
The monthly work that keeps a business honest.
We keep the books, run payroll, and prepare the file. Certified public accounting work is available.
Payroll
Pay runs, filings, and year-end forms handled on a calendar — not left for you to chase.
Income tax
Business and personal income-tax returns, prepared with a year-round file so filing is not a scramble. Certified work is covered through our affiliate CPA firm.
Tax support
Year-round records that are ready for filing. When a CPA signature is required, work is coordinated through Penzone & Company, CPAs.
Catch-up & cleanup
Behind on the books? We reconstruct the file, close the gaps, and leave you with a ledger you can run from.
How we onboard
A complimentary consultation with our in-house affiliate CPA. Then a written scope.
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01
Complimentary consultation with our in-house affiliate CPA
We design the best approach, program, and scope for your business — the entity, the states, and what the books need.
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02
Written scope, before we start
You get a clear monthly engagement — what we close, what you send, and what it costs. No surprise invoices.
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03
A close you can reach someone about
Books close on a calendar. Questions go to a person who already knows your file — not a ticket queue.
Who we work with
Owners who want the books closed every month.
- Operating companies and LLCs
- Family and property businesses
- Contractors and service firms
- Entertainment industry
- Non-profits
- Owners operating in more than one state
Plain answers
What clients ask before they send the books.
Do you have CPA backing?
Yes. We manage the full financial scope — bookkeeping, payroll, and tax support — with the security of our affiliate CPA firm. You work with us day to day, and certified work is covered when it is needed.
Where do you work?
We work with businesses in states like NY, NC, and CA — and with owners who operate elsewhere. Work is remote-first, with a home base in Wake Forest, North Carolina.
Hablamos Español
Sí. Hablamos español. Puede pedir el servicio, el cierre mensual y la correspondencia en español.
What software do you use?
We work primarily in QuickBooks Online. If you are on another system, say so in the consultation form and we will tell you whether we can take the file as-is.
How do we start?
Onboarding is a complimentary consultation with our in-house affiliate CPA to design the best approach, program, and scope for your business. Send a request, we schedule the call, and you leave with a written scope and a monthly fee before anything is billed.
The firm
A family practice that stays with the file.
Acacia Accounting Group is a family-owned LLC based in Wake Forest, North Carolina. We opened so small businesses could have a bookkeeper who knows the file — and a parent CPA firm when the work requires one.