- 1 Federal & 1 State Return
- Each Additional State: $50/mo
- Includes First 5 K-1s (for partnerships)
- Quarterly Reports in Time for Tax Estimates
- Quarterly Bookkeeping with 500 Transactions/Quarter Included or $195/month Credit Off Any of Our Bookkeeping Services
- 30 Minutes/Quarter of FREE CFO Office Hours
- 1:1 Tax Planning Calls
- Tax Credit Review
- *We are currently only accepting personal tax return clients when we do your business taxes.
- *For whenever you have a business event or need assistance outside of normal tax preparation.
Still not sure what you need? Here’s a breakdown of who does what.
Plan For The Future
Categorization of bank and credit card transactions
Delivery of cash basis financials
Recurring journal entries
Custom journal entries
Prepaids, accruals, depreciation
Deferred revenue calculations
Delivery of accrual based financials
Monthly financial reviews
Quarterly strategy meetings
Bank or investor term sheet assistance
Management of accounting function
Management of finance and accounting function
Bill Pay and Expense Reporting
Bill pay administration
Pay bill payments once approved by you
Expense report administration
Pay expense reports once approved by you
Retirement and health plan administration
Departmental payroll allocation
Evaluate or set up benefit plans
Evaluate compensation surveys for raises
Invoicing and Collections
Sales tax filings
Customer statement delivery
Email collections cadence
Phone collections and customer outreach
Evaluate cash flow needs
Can I cancel your services at any time?
Yes. Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time.
How do I communicate with my bookkeeper, controller, or CFO?
Our bookkeeping services are virtual so we communicate with clients via email, phone, Slack, or even video conference. Our Controllers and CFOs also have the ability to work onsite with clients.
If I use Acuity’s bookkeeping services, which software should I choose QuickBooks or Xero?
Both platforms are amazing, but the choice is yours. Want to learn more about the difference and similarities between the two? Check out our blog.
What reports can a Controller or CFO provide me with?
It’s up to you, but our Controllers and CFOs can help you create practically any kind of report. Almost any accounting system can give you an income statement and balance sheet, but you might need to create a budget or a cash flow forecast which our team helps clients with on a regular basis. Just ask us and we’ll help build reports that better help you run your business.
Do I need quarterly, monthly, weekly, or daily bookkeeping?
Our bookkeeping packages are differentiated based on cost, delivery date of financial statements, allotted transactions per month, and communication channels with your bookkeeper. Visit our pricing page to compare the four packages and see which one would be the best fit for your business. You can also get a custom quote.
Where are Acuity’s employees located?
While we’re headquartered in Atlanta, Georgia, our accounting experts live throughout the U.S. and some even live internationally. We have one employee located in Greece, another in the Philippines, and another who has lived in 26 different countries while working with us. We believe that our unique ability to employ team members no matter where they live is one of the key reasons we’re able to attract the top accounting professionals in the industry. Plus it allows our team really cool opportunities to see the world while still serving our clients!
What is the onboarding process like?
We’ll perform a review of your existing accounting set up and practices along with securely establishing login credentials to accounting and financial systems. We also create a customer-specific financial calendar that we use to ensure all accounting tasks are completed on time.
Is weekly bookkeeping paid on a weekly basis?
No, weekly bookkeeping is still charged on a monthly basis. But Controller and CFO hours are invoiced to clients each week.
How will Acuity access my financials?
Our cloud accounting solution utilizes 3rd party cloud-based financial software and the client must agree to use either QuickBooks Online or Xero as their main accounting system. The client must assign Acuity as an administrative user to the accounting system. We will also utilize Bill.com and/ or Veem to provide accounts payable and bill pay and Expensify for expense reporting. These are the most popular platforms, but you can see the full list of tech partners we work with here.
What precautions does Acuity take to protect my personal information?
We value your personal information and take the necessary precautions to limit access to it by unauthorized users. Client’s usernames and passwords are secured using our LastPass Enterprise encrypted password vault. Data and reports are delivered to clients via email unless otherwise specified by the client. We also utilize HubDoc as a means of securely receiving bank and credit card statements necessary in performing our work.
I have a Customer Advocate? What do they do for me?
In 2018, Acuity became the first accounting firm to launch a Customer Success program that focuses on understanding and anticipating business owner’s needs. So yes, every client using our bookkeeper services has a dedicated Customer Advocate who will guide you through the onboarding process, monitor the health of your engagement, and reach out to you to find out how you’re doing and what more we can be doing to help you out. We highly encourage you to get to know your Customer Advocate and reach out to them whenever you have any needs or questions!