We’re the accounting expert
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 expert

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
Lisa Gilreath

Lisa Gilreath

COO
Matthew May

Matthew May

VP of Sales and Marketing
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Graham Wood

Graham Wood

Sr. Partner
Taylor McElheney

Taylor McElheney

Director of Advisory Services
Sergio Salinas

Sergio Salinas

Tax Lead
Trey Chavez

Trey Chavez

Director of Customer Success
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
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!
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.
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+

CFO at Acuity for over a year. Also an investment banker focused on advisory services for startups and growth opportunities.
Chuck Meiers

Chuck Meiers

CFO

Industry Technology, Manufacturing, Service, Defense, Software

Certifications CPA

Years of Experience 25

Consulting CFO at Acuity for over 4 years. Accomplished financial management executive and CPA with over 25 years of experience running the finance, accounting and administrative functions while being the “right hand man” to executive and functional leaders in companies ranging in size from entrepreneurial startups to $4.7B. Especially effective in small to medium-sized technology, manufacturing or services companies/divisions facing challenging high growth or turnaround situations. Core expertise and experience include: - Strategy & business plan development - Financial planning, reporting & analysis - Operations & cost analysis - Defense/Government contracting & FAR - Mergers and acquisitions - Technology evaluation, selection & implementation - Accounting operations & GAAP/CAS compliance - HR and benefits administration
Jody Kelly

Jody Kelly

Atlanta, GA

CFO

Industry Healthcare IT, Technology, SaaS, Professional Services, Startups

Certifications CPA

Years of Experience 25+

A true Atlanta native, Jody is a senior executive with over 25 years of experience, Jody has an impressive track record with entrepreneurial companies on a rapid growth path in a variety of industries including healthcare IT, technology, SaaS, and professional services. Jody is not afraid to tackle complicated projects, break it down, and get it done. A passionate Georgia Bulldogs fan (Go Dawgs!), Jody is proud to be part of team Acuity, where she says “integrity is valued and there is a true commitment to the client relationship. We come alongside and help companies reach their goals.
Bob Reeves

Bob Reeves

Atlanta, GA

CFO-In-Residence

Industry Technology, FinTech, Security, SaaS, Start-ups, Consumer Models

Certifications MBA

Years of Experience 30

Bob is from Nashville and has lived in Atlanta for 30 years working in various finance leadership roles.  He earned an MBA from Georgia State along the way. In that time, he has leveraged his role in business-line finance to be a trusted partner of business leaders working for various high-growth technology companies in both B2B and B2C markets.  He has served as a leader in Finance Operations, M&A (analysis, negotiation, and integration both as buyer and seller), Financing, Strategy, and a multi-billion dollar sale.  He has experience in building a business from scratch including all accounting (leading to successful audits in highly regulated business), finance, HR, and payroll functions while simultaneously raising equity.   Whether it's building a model for key decisions, creating new compensation plans, implementing a financial system, or navigating debt/equity raise, Bob arms the business leaders with clear insight into key drivers and the impact of decisions.  Bob loves Scuba Diving, Sailing, and on occasion a good Whisky.
Todd Serulneck

Todd Serulneck

Charlotte, NC

CFO-In-Residence

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
Ann M O’Dea

Ann M O’Dea

Greenville, SC

Controller Team Lead

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.
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.
Kimberly Martin

Kimberly Martin

Director of Services

Director of Accounting at Acuity for over 7 years. Acuity is the modern accounting organization built specifically for high-growth entrepreneurs and startups. We are unique in that we support all levels of the financial function (Virtual Bookkeeping, Controllers and Fractional CFOs) by giving our clients the three critical pieces of a great accounting organization: highly certified people, proven processes and world class accounting technologies. We are proud to have served over 1,000 companies by allowing them to focus on their business goals while we focus on their books.
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.
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.
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.
Jane R. Fields

Jane R. Fields

Portland, OR

Controller

Industry Non-profit, Technology

Years of Experience 30

With over 30 years of experience in the finance and accounting field, Jane relies on her past nonprofit, governmental, and for-profit experience to guide diverse companies and industries to their most secure financial future. Working as a virtual accountant for the past seven years, she excels in small to mid-sized environments that allow her to apply her proactive skill set to tackle new challenges. When she’s not diving into the books or projecting future success for her clients, she enjoys RV camping trips and fishing with her husband.
Sammy Siddique

Sammy Siddique

Cloud Accounting Team Lead
Joan Acal

Joan Acal

Senior Accountant
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
Brigette Killion

Brigette Killion

Cloud Accounting Specialist
Sergio Salinas

Sergio Salinas

Tax Lead
Alex Townsend

Alex Townsend

Tax Manager
Brian Apostol

Brian Apostol

Tax Accountant
Virgill Domondon

Virgill Domondon

Tax Specialist
Trey Chavez

Trey Chavez

Director of Customer Success
Julie Sapp

Julie Sapp

Customer Success Manager
Rabia Nafe

Rabia Nafe

Customer Success Manager
Kai Moon

Kai Moon

Senior Customer Success Advocate
Paige Covington

Paige Covington

Customer Success Engagement Advocate
Flint Najera

Flint Najera

Customer Success Advocate
Tyler Horn

Tyler Horn

Account Executive
Mary Margaret Stewart

Mary Margaret Stewart

Marketing Strategist
Elle Salta

Elle Salta

Sales Development Representative
Arriance Jona Aguas

Arriance Jona Aguas

Sales Development Representative
Rowen Mark Pineda

Rowen Mark Pineda

Sales Development Representative

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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