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. 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

COO
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Lisa Gilreath

Lisa Gilreath

Controller Team Lead
Lily Killingsworth

Lily Killingsworth

Customer Success Manager
Tyler Horn

Tyler Horn

Account Executive
Ma-Keba Frye

Ma-Keba Frye

Marketing Coordinator
Clay Bowen

Clay Bowen

Sales Development Team Lead
Matthew May

Matthew May

COO

Blog A Day in the Life

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.
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.
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.
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.
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.
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.
Lisa Gilreath

Lisa Gilreath

Atlanta, GA

Controller Team Lead

Industry SaaS, Healthcare, Start-ups

Certifications Xero, QBO, CPA

Years of Experience 25

Blog A Day in the Life

With experience managing everything from small startups to companies with $1B in revenue, Lisa excels at rescue and recovery where her attention to detail connects the big and small pictures to provide a clear path toward success. Most valuable when she’s concentrating on helping her clients move forward, she loves being an advocate for her team and helping them discover the best ways to work quickly and efficiently. While she appreciates the daily tasks, she really succeeds when confronted with the unexpected, and would rather teach someone to do a task than do it for them.
Sharon Pierce

Sharon Pierce

Atlanta, GA

Senior Controller

Industry Technology, Restaurant, Agency, Media

Certifications MBA, QBO, CPA

Years of Experience 30

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.
Alyse Franklin

Alyse Franklin

Atlanta, GA

Financial Controller

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.
Kristi Davis

Kristi Davis

Atlanta. GA

Controller

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.
Russell Chandler

Russell Chandler

Atlanta, GA

Controller

Industry Software, Professional Services, Finance, Healthcare, Distribution, ERP Systems

Certifications MBA

Yenan Du

Yenan Du

Atlanta, GA

Controller

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.
Cyndi Cole

Cyndi Cole

Tampa, FL

Controller

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.
Janet Mulroy

Janet Mulroy

Atlanta, GA

Controller

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!
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Lisa Fazzari

Lisa Fazzari

Cloud Accounting Specialist
Deanna Doherty

Deanna Doherty

Cloud Accounting Specialist
Stephanie Barnett

Stephanie Barnett

Cloud Accounting Specialist
Patti Swearengen

Patti Swearengen

Cloud Accounting Specialist
Mary Hoffman

Mary Hoffman

Cloud Accounting Specialist
Stephanie Downs

Stephanie Downs

Cloud Accounting Specialist
Candis White

Candis White

Cloud Accounting Specialist

We’re proud to be the most certified cloud accounting firm 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 employees 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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