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.
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.
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!
Industry Consumer Products, SaaS, Veteran-Owned Businesses, Retail
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.
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.
Industry Technology, FinTech, Cryptocurrency, Restaurants, Retail, Manufacturing
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.
Industry Real Estate, Professional Services
Years of Experience 15
David learned the nuts and bolts of accounting the hard way — as the owner of D&D Cookie Company, a baking business he started with his sister in their mom’s kitchen. Always keeping track of the money flow, they paid rent and utilities and accounted for every penny earned and spent. Now, he uses that expertise — and years of listening to the financial needs of his clients — to make sense of the complex problems that come his way. Most valuable when he gets to exercise his experience and skillset, he loves yielding tangible results so that the companies he collaborates with can reach their goals. When he’s not at work, he’s got a very specific list of things he likes: his wife, his children, his bulldogs, and bourbon on the rocks on any given Saturday in the fall.
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.
Industry Venture Capital, Private Equity-backed Companies
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.
Managing Director, Turnaround Consulting
Industry Software Technology, Consulting and Business Services
Certifications MBA, CPA
Years of Experience 20
Armed with an economics and accounting degrees from Holy Cross College, Jose first got started at PricewaterhouseCoopers as a CPA for five years before receiving his MBA from Emory University. With extensive experience in venture and private equity backed technology companies in Boston and Atlanta markets, his expertise is in building high-performance teams, capital raising, debt financing, and transitioning companies successfully through sale negotiations to both strategic and private equity buyers. Jose also excels at capital and debt financings projects, providing financial management expertise to clients and driving business decision making. When he’s not at work, he enjoys traveling with his wife Melanie, the beach, and committing to his lifetime goal of always playing good golf.
Give Sharon the freedom to do what she does best, and she’ll build a relationship that allows her clients to forget about their accounting needs and focus on accomplishing the big projects. She excels at understanding the issues, concerns, and goals of her clients, and helps them transform their stressful, time-consuming, downfalls into assets that benefit their bottom line. With expertise in everything from Series B funding to business evaluation, she loves helping her clients by leveraging technology and sound advice to meet their unique needs as they continue to grow.
Industry Professional Service, Not-for-Profit, Start-Up/Small Business, SaaS, Technology
Certifications CPA, MBA
Years of Experience 25
Alyse got her start at Motorola, Inc, where her work in managerial accounting and financial analysis set the foundation for her career. With experience in several industries, including technology, manufacturing, distribution, hospitality, she has a particular knack for SaaS, not-for-profits, and startups/small businesses. Just prior to joining Acuity, she worked as a consultant, counseling clients on their accounting models and operations while providing accounting services like bookkeeping, account reconciliations, month-end close, financial reporting, and budgeting. At Acuity, she is most successful when she’s getting to work with the client finance team to identify goals and help the company through their diverse accounting needs so that they can achieve success. Outside of work, she spends a lot of time with her family — which includes her husband and three children — and contributing to the community where she has served as Board Treasurer and Finance Chair of local not-for-profits.
Industry Education, Not-for-profit, Manufacturing, Broker Dealer & Construction
Certifications Masters in Accounting and Finance
Years of Experience 15
Kristi knew she was going to be an accountant from the very beginning, starting her finance career in grade school when she helped her grandparents manage the ledgers at their general store, Hall’s Groceries, in Forsyth, GA. With experience in manufacturing, service companies, and charter schools to name a few, she excels at helping small to mid-sized businesses leverage technology and strategy to build efficient processes. With more than 15 years in the business, she enjoys tackling internal challenges and prides herself on putting in the hours to get the best possible result, and when she’s not on the clock, you can find her crushing an obstacle course or kicking it in a line dancing competition.
Industry Software, Professional Services, Finance, Healthcare, Distribution, ERP Systems
Industry SaaS, Real Estate
Certifications CPA; member of AICPA
Years of Experience 10
Yenan thrives by being able to help with clients with intricate accounting and financial reporting needs. At work, nothing puts a bigger smile on her face than knowing clients are taken care of. With a detail-minded, results-driven work ethic, she is a great team player that enjoys working with people from different cultural backgrounds. Since she joined Acuity, she has worked on several M&A due-diligence cases that resulted in successful sales/acquisitions. With experience in both public and private accounting, she takes initiative and ownership in solving complex problems for enterprise clients and specializes in computer software and real-estate accounting practices. Outside of work, Yenan loves reading and watching her daughter practicing ballet. What she enjoys most is traveling and experiencing different cultures with her family.
Industry Financial Accounting, SEC and Management Reporting
Certifications MBA, CPA, QBO, Xero certified
Years of Experience 25
With over 23 years of experience in finance, Cyndi is a career accountant, having worked throughout the US with companies in a variety of sizes, ranging from single-employee companies to multinational corporations. With experience as an auditor with Deloitte & Touche, a public company controller, and many positions in between, her knowledge, perspective, and expertise helps business unit leaders improve financial insight and accuracy. A pro at preparing companies for mergers, acquisition and restructuring, she thrives in a team environment where her personal strengths and communication skills help her meet each client’s unique needs.
Industry Technology, Law, Internal Controls
Years of Experience 5+
Starting her career in public accounting at PwC in risk assurance, Amanda also worked in the oil industry before joining the Acuity team. With a knack for helping smaller companies where she can really get to know the people she works with, she prides herself on meeting new people and building lasting personal and professional relationships. Very detail oriented, she’s most valuable to a team who’s looking to improve their efficiency with new systems and software, and she loves to save her clients both time and money. When she’s not working, she loves traveling with her family, rooting for her alma mater Texas A&M, and horseback riding.
Industry Media & Publishing Companies, Sports Franchises, Software, Non-Profits
Certifications QBO, Xero
Years of Experience 25
With two decades of finance and accounting leadership and oversight, Sonna is a natural organizer, mentor, collaborator, and skilled client-relationship manager who excels at formulating sound financial strategy. She began working at five years old in her parent's grocery store, learning the benefits of hard work and serving customers with excellence. With experience in everything from initiating and implements a new remittance processing system to participating in major business decisions and evaluating financial impact, Sonna is well known for making sound judgment calls that result in top performance. Always treating her employer’s businesses as her own, she prides herself on collective success and seeing her clients reach the next level with smart business decisions.
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.
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 three packages and see which one would be the best fit for your business. You can also get a custom quote.
While we’re headquartered in Atlanta, Georgia, our accounting experts live throughout the US and cover each major time zone. 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!
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.
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.
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.
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!