We’re the accounting experts
you’ve been looking for.

In the beginning …

It all started in 2004. Founder Kenji Kuramoto built a CFO practice knowing he could help businesses by giving them the financial tools and advice they needed to reach their full potential. Along the way, he discovered that our clients had additional financial needs, including simple bookkeeping services. We realized we could better serve small businesses and challenged ourselves to expand our offerings.

In 2013, Matthew May joined Kenji, and Acuity was relaunched as a full-service financial firm, tackling everything from invoicing and bill pay to industry-leading financial strategy. As accounting experts, we excel at pairing sound financial advice with modern technology and only consider ourselves successful when we deliver practical accounting solutions that allow our clients to keep growing.

From balancing the books to assisting in your first acquisition, we’ve built our foundation on meeting clients where they are and helping them take the next step — wherever that may lead.

accounting experts

Our Core Values

This is us.

We’re more than just accounting experts — we’re blockchain geeks, spreadsheet masters, cloud accounting nerds, and so much more. Armed with 14 years in the business, we’ve got the industry-specific know-how to get you moving in the right direction. Want to learn more about our specialties? Check out our profiles below.

Kenji Kuramoto

Kenji Kuramoto

CEO, Founder
Matthew May

Matthew May

VP of Sales and Marketing
Lisa Gilreath

Lisa Gilreath

VP of Operations
Kimberly Martin

Kimberly Martin

Director of Services
David McLaughlin

David McLaughlin

Director of Accounting
Ann M O’Dea

Ann M O’Dea

Controller Team Lead
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Chris Chapman

Chris Chapman

Director of Tax
Graham Wood

Graham Wood

Sr. Partner

Industry Healthcare IT, Security, Professional Services, Hi Tech

Years of Experience 35

Graham is a North Carolina BBQ loving native who has been in the Atlanta area for several decades. Having spent much of his career in the tech industry, he’s an expert in hyper growth, raising equity, and working with banks for venture debt, which allows him to point out the pitfalls and issues that are to be expected when businesses are on the growth path. He also has experience with product line, managing sales, support, resellers, and development for an entity along with IT, finance, administration, and legal, which gives him a unique view of an operation and provides the groundwork needed to understand the interdependencies between the disciplines. When not working on a financial model, he enjoys upland bird hunting, fly fishing and doing volunteer work. Behind the Books with Graham Wood
Cooper Anderson

Cooper Anderson

Atlanta, GA

CFO

Industry Financial Services, Asset Management, Commodities, Agriculture

Years of Experience 10

Cooper is a bonafide jack of all trades. As a financial modeling master, scuba diving guru, and party promotion extraordinaire, he lives by one simple rule: Focus on the potential for success rather than the possibility for failure. Also a founding member of the team that created the first commodity exchange-traded funds (ETF), Cooper is most proud of being involved in starting a variety of innovative asset management companies and providing commodity financial content for TV. He's also really great at figuring out what the other party really wants — whether it's about asset management or football tailgate parties. When he’s not at work, he loves to travel, geek out about Spanish and astronomy, and study both commodity markets and Korean BBQ with equal voracity.
Todd Serulneck

Todd Serulneck

Charlotte, NC

Managing Director

Industry Consumer Products, SaaS, Veteran-Owned Businesses, Retail

Certifications MBA

Years of Experience 15+

Todd Serulneck runs the Charlotte office of Acuity where he specializes in providing expert finance and accounting services for small and medium-sized SaaS and consumer product businesses. He helps his clients accelerate growth, increase profitability, improve the value of their company, and achieve their business objectives. With experience as a division CFO at Walmart, and financial advisor to Office Depot, Pfizer, and Harvard Medical School, he excels at corporate finance for companies in a variety of industries and company sizes. Todd is also a strong believer in giving back to the community and those who serve our country, and is a volunteer mentor to veterans, providing free consultations to the earliest stage companies during his complementary CEO office hours. Behind the Books with Todd Serulneck
Melissa Powell

Melissa Powell

CFO

Industry Technology, FinTech, Cryptocurrency, Restaurants, Retail, Manufacturing

Certifications CPA

Years of Experience 15+

Blog A Day in the Life of an Acuity CFO

A Midwest girl at heart who loves being in the South, Melissa is a fractional CFO with over 15 years of experience working with companies in various industries, including manufacturing, consumer products, retail, restaurants, technology, fintech, and cryptocurrency. As a CFO, she has the opportunity to work with amazing companies on their largest financial opportunities and challenges. With extensive financial due diligence, she enjoys when the Acuity team adds value to their clients and helps them achieve their financial strategy and goals.
Kerry Byler

Kerry Byler

CFO

Industry Venture Capital, Private Equity-backed Companies

Certifications MBA

Years of Experience 20+

Kerry brings to Acuity more than 20 years of experience in venture capital and private equity investing and portfolio company operations, having worked with more than 59 portfolio company investments. Kerry assists high growth companies with their business model refinement, strategic planning, fundraising, business development and financial and operational management. He has also held multiple leadership roles at operating companies, including Interim CEO, CFO, and COO, and has implemented financial and operational improvement initiatives at companies of various sizes and stages of development.
Derrick Williams

Derrick Williams

Atlanta, GA

CFO

Industry Financial Services, Real Estate, Technology and Business Services

Certifications FINRA 7, 63, 79 and 99

Years of Experience 20+

Chuck Meiers

Chuck Meiers

CFO

Industry Technology, Manufacturing, Service, Defense, Software

Certifications CPA

Years of Experience 25

Janet Mulroy

Janet Mulroy

Atlanta, GA

CFO

Industry Venture Funds, Real Estate, SaaS, Startups

Years of Experience 25

Janet is a self-proclaimed Jersey girl who relocated to Atlanta in 2005, with more than 25 years of finance expertise under her belt. Having worked as an investment banker, startup executive, and investor throughout her career, she enjoys starting with companies in the small business stage and working with them as they grow to reach the next level of success. With a masters degree in accounting, she’s most valuable when she’s providing a mix of strategic insight and tech-based finance solutions for the growing businesses in her care. Now a resident of Milton, Georgia with her husband and four children, she’s still an avid fan of the Yankees and Giants — so don’t even think of trying to convert her!
Meredith Norman

Meredith Norman

Atlanta, GA

Controller

Industry Software/Technology, Real Estate & Non-Profit

Certifications QBO

Years of Experience 25+

When you work with businesses, the mantra that “there’s no such thing as a bad question” is one of the best ones to have. Meredith Norman has put this concept into practice for more than 25 years, working in both accounting and asset management at commercial real estate investment advisory firms and in accounting and finance roles in the software industry. That’s where her skills at time management, organization, and big picture thinking have helped small businesses manage their finances, and where she also gained extensive tax, treasury, and human resource-related experience. When not at work, Meredith is a big UGA football fan, and you can always find her spending time outdoors with her family, planning trips, and getting pumped about Atlanta United’s seriously impressive winning streak.
Kyndal Jones

Kyndal Jones

Aurora, CO

Controller

Industry Financial Accounting, Not-for-Profit, Franchise Accounting, Professional Services and Start-ups

Certifications QuickBooks Proadvisor, Xero Certified

Years of Experience 25

Kyndal is a University of Colorado graduate with over 25 years of accounting experience. She got her start managing the books at RE/MAX International and went on to work a vast array of businesses including a law firm, golf courses, Arabian horses, race tracks, and the Wildlife Art Museum, a non-profit. With her fantastic attention to detail, Kyndal loves looking at the big picture and breaking it into pieces. When she's not cleaning up a company's books or learning new types of businesses, you can find her spending time with her family, including her daughter and twin sons, enjoying the Colorado outdoors.
Stephanie Vasquez

Stephanie Vasquez

Valencia, CA

Controller

Industry Non-Profit, Construction, Entertainment, Landscape Maintenance, Charter Schools, Aerospace, Technology, Start-Ups

Certifications MBA

Years of Experience 20+

A proud mother of two, Stephanie fell in love with accounting and finance after taking a few business classes in college. She got her start working on the leadership development program at Lockheed Martin Skunk Works and brings over 20 years of experience to Acuity. A driven and passionate hard worker, she performs best when faced with a challenge and the opportunity to figure things out, which explains her love for forensic accounting. She strongly believes in doing things right the first time and treating everyone the way she’d like to be treated. When she’s not busy handling reconciliations or financial statements, you can find her outdoors: running and working out, reading, or spending quality time with her family.
Mary Rountree

Mary Rountree

Atlanta, GA

Controller

Industry Healthcare, Technology, Service, Telecom

Years of Experience 29

A career finance and accounting specialist, Mary Rountree excels at small and medium sized companies where she can make significant contributions to a team’s overall success. With experience in full-cycle accounting and finance, as well as time spent working with a multitude of industries, she finds herself most valuable when building the foundations for a capable and successful management team. After many years on the road as a military brat — Izmir, Turkey is her favorite place to date — she now lives in Georgia with her husband and daughter, who is a competitive swimmer.
Lou H. Sims

Lou H. Sims

Asheville, NC

Controller

Industry Healthcare, Technology, Financial Services

Certifications QBO, Xero

Years of Experience 15

Based in the beautiful mountains of Asheville, NC, Lou is a graduate of Georgia State University with a BBA in Finance with experience as a professional consultant for both public and private companies. Her extensive knowledge in the healthcare, technology, and financial services sectors have armed her with a unique and diverse set of skills and qualifications, and she prides herself on her dedication and attention to detail. In her free time, she enjoys music and dancing, antiquing, spending time with friends and family, and traveling. A firm believer in being grateful and projecting a positive attitude in the office and out, she loves collaborating and providing useful, efficient solutions for her clients and their companies.
Nita Mistry

Nita Mistry

Atlanta, GA

Controller

Industry Financial Services

Certifications Financial Services

Years of Experience 15

Starting as a junior accountant at a Portuguese bank in NYC, Nita loves technology — both using it and learning about it — and excels when she’s challenged to work through a client’s financial concerns to discover a solution that makes the company goals possible. She’s best at managing priorities and is most valuable when her clients rely on her skills of thinking ahead, whether that’s scheduling and planning out budgets or finding new ways to reduce time spent and increase quality. Living by the words “change is constant,” Nita loves to help out, get her clients organized, and find resourceful ways to improve their business. When she’s not at work, she loves to eat Thai food, travel to California, New York City, or the beach, and spend time with her husband and three boys.
Brooke Donato

Brooke Donato

Denver, CO

Controller

Industry Financial Services, Non-Profits

Certifications CPA, Quickbooks, Xero

Years of Experience 20

Brooke Donato has over 15 years of experience in managing finance & accounting functions at various corporate, non-profit, and governmental organizations, including Level 3 Communications, TruEffect, CapitalSource, Fannie Mae, the World Bank, and Howard Hughes Medical Institute. Brooke also spent several years in public accounting at KPMG, where she planned, staffed, and managed the audits of banks & mutual fund clients. She has extensive experience consolidating, analyzing, and reporting financial results and especially enjoys working with high-growth companies, helping them to improve operational analysis and profitability. Brooke is a licensed CPA & graduated from Lehigh University.
Tanya Joseph

Tanya Joseph

Charlotte, NC

Controller

Industry Telecom, Energy, Food Service

Certifications CPA, MBA, QBO, Bill.com, Xero, Xero Migration

Years of Experience 25

Getting her start in corporate tax right after graduation, Tanya thrives in an environment where she can put her skills for organization to good use. With a knack for saving her clients money by implementing best practices, she is most valuable when she gets to lend a helping hand and work through tough challenges to save her clients time and money. With experience ranging from school planning to financial advice, she loves the human aspect of her job and likes communicating with her clients face-to-face as often as possible. When she’s not crunching the numbers at Acuity, she loves being a mom to her two kids, reading mystery novels, and reminiscing about her time playing the flute in her high school and college marching band.
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Nicole Dzengelewski

Nicole Dzengelewski

Cloud Accounting Specialist
Heather Trowbridge

Heather Trowbridge

Cloud Accounting Specialist
Katie Habermann

Katie Habermann

Cloud Accounting Specialist
Kate Mosquera

Kate Mosquera

Cloud Accounting Specialist
Debi Gorbea

Debi Gorbea

Cloud Accounting Specialist
Kristen Turri

Kristen Turri

Cloud Accounting Specialist
Nicolette Green

Nicolette Green

Cloud Accounting Specialist

We’re proud to be the most certified cloud accounting experts in the nation. 

FAQs

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!


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