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

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 Accounting
David McLaughlin

David McLaughlin

Director of Accounting
Chris Chapman

Chris Chapman

Director of Tax
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Jason Tomkivits

Jason Tomkivits

Tax Manager
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+

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.
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.
Jose Quintana

Jose Quintana

Atlanta, GA

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.
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.
David Averyt

David Averyt

Birmingham, AL

CFO

Industry Real Estate, Professional Services

Certifications JD

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.
Dorrie Chung

Dorrie Chung

San Diego, CA

Controller

Industry Professional Services, Distribution, Technology, Healthcare, Cryptocurrency, Franchises, Startups

Certifications CPA, Xero

Years of Experience 25+

Dorrie is a University of Michigan graduate with over 25 years of experience in managing accounting and finance functions at various start-up and mid-sized companies ranging in industries from technology and biotech to Professional services and distribution. Dorrie also spent several years in public accounting in the audit department of Price Waterhouse. A driven and passionate individual in any endeavor, she has extensive experience in financial accounting, complex reconciliations, cash flow, budgeting, and all things accounting and operations. Her eye is always on the prize of improved operational analysis and profitability. With a strong entrepreneurial spirit, she enjoys working with companies in rapid growth stages and loves helping them tackle the issues that come as they grow. A self-professed ‘tech geek”, in her free time Dorrie enjoys all things technology, curling up with a good book and spending time with her family and two dogs in sunny California.
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.
Ann M O’Dea

Ann M O’Dea

Greenville, SC

Controller

Industry Non-Profit, Professional Services, Distributors

Certifications CPA

Years of Experience 30+

Ann is a graduate of Clemson University where she received her bachelor’s in Accounting. Since starting her career at a CPA firm in Greenville, SC, she’s found joy in her work and being a part of her client’s success. An amazing listener and problem solver, she always takes the time to analyze situations and get to the root of the problem to determine the best solution and procedures moving forward. Ann has a strong belief in staying true to her word and embodies that in the way she always has the backs of others. When she’s not reconciling accounts, you can find her traveling, gardening, or of course, rooting for the Clemson Tigers.
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.
Josh Bennett

Josh Bennett

Atlanta, GA

Controller

Industry Finance, Broadcast Media, Software, Services, Forensic Accounting

Years of Experience 9

Josh Bennett is one of those rare things: A perfect mix. One part executive, one part Excel wizard, one part family man, and one part “sports nut,” Josh comes from a long line of entrepreneurs who gave him a practical understanding of how small businesses work. A self-professed technology and blockchain geek, he specializes in the professional services, packaging manufacturing, blockchain, financial technologies, asset management, property management, and cryptocurrency industries. When he's at work, he's committed to helping his clients succeed. When he’s not at work,  he’s practicing his X-Games skills or taking his family on a hike — his second love, after Excel Pivot Tables of course.
Julie Sapp

Julie Sapp

Atlanta, GA

Controller

Industry Software

Certifications Quickbooks and Xero Pro Advisor

Years of Experience 10

Julie has always worked in accounting and finance, beginning her a career at a small healthcare and wellness product company before moving on to larger businesses, including mid-sized software corporations in the energy management sector. By the time she joined the Acuity team, she had compiled experience in full cycle accounting from a number of industries, giving her unique insight into working with new clients and how establishing best practices can help them realize, define, and reach their goals. Always a fan of the new and upcoming tech, she enjoys geeking out about new apps (finance and otherwise) and utilizing them to find efficient process solutions that make work and life easier.
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.
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
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
Brigette Killion

Brigette Killion

Cloud Accounting Specialist
Stephanie Watson

Stephanie Watson

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 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 three 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 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!

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.

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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