Monthly bookkeeping
Bank and credit-card reconciliations, a clean general ledger, and a monthly profit-and-loss you can actually use.
Wake Forest · NC · CA · NY
Accounting support with a name behind it.
Family-owned bookkeeping, payroll, and tax support for businesses in North Carolina, California, and New York. Onboarding is a complimentary consultation with our affiliate CPA, Penzone & Company, CPAs.
- Family-owned LLC
- Three-state practice
- 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, when it is required, is coordinated through Penzone & Company, CPAs.
Payroll
Pay runs, filings, and year-end forms handled on a calendar — not left for you to chase.
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 affiliate CPA. Then a written scope.
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01
Complimentary consultation with our affiliate CPA
Onboarding starts with a no-charge conversation with Penzone & Company, CPAs. We cover 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 a steady close, not a once-a-year scramble.
- Operating companies and LLCs
- Family and property businesses
- Contractors and service firms
- Owners splitting time across NC, CA, and NY
Plain answers
What clients ask before they send the books.
Is Acacia a CPA firm?
Acacia Accounting Group, LLC provides bookkeeping, payroll, and tax-support services. We are an affiliate of Penzone & Company, CPAs. When certified public accounting work is required, it is coordinated through Penzone & Company, CPAs.
Which states do you serve?
We work with businesses in North Carolina, California, and New York — including owners who operate in more than one of those states. Engagements are handled remotely, with a home base in Wake Forest, North Carolina.
Do you work in Spanish?
Yes. Hablamos Español. You can request the engagement, monthly close, and correspondence in Spanish.
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 affiliate CPA, Penzone & Company, CPAs. 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, with a CPA firm behind it.
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.