Company Controller Services

Our controller services will take your business to the next level – and beyond.

Automation only goes so far.

Let us take your books to the next level and bridge the gap between reporting and vital insight. With a dedicated controller, we’ll make sure you’re ready for investors, scaling up, and everything in between. 

The best part? Your controller is flexible to meet as much or as little as necessary, with no minimum requirement. It’s just one more way we’re making it easier for you to get back to business.

When’s the right time for controller services?

Video Transcript

Speaker 1:

Okay. We are rolling.

Kenji:

We are rolling? Rolling? Check, check.

Kenji:

Same pretty much position so you can move them…

Speaker 1:

Not really.

Kenji:

I was going to this.

Kenji:

Hi, I’m Kenji with Acuity.

Kenji:

Hi, I’m Kenji and I am the founder and CEO of Acuity and just wanted to talk a little bit about the controller function and when your business might need a controller. Typically, we see that small businesses, as they’re growing and things are becoming more complex in their accounting function, may be a good time to think about bringing in a controller. Most people know about CFOs, they’re the top-level tier on the accounting function. People probably also understand how bookkeepers work, the more day to day transactional. So that controller role kind of sits in the middle of them, which is nice because what it actually is, it makes them a very, very flexible resource. They can really handle a lot in your business. We tend to think about them being kind of the glue that holds the accounting function together.

Kenji:

All of our controllers at Acuity come from accounting backgrounds, have worked in public accounting, have accounting degrees. So this is definitely a resource that has a much more technical skillset than your typical bookkeeper would. Think about them as someone who can really help bring strong processes to your business, some more advanced financial reporting that either you, your board of directors, or maybe your investors might need. So if you think you may be ready to utilize a controller or just have a few more questions, we’d love it if you’d reach out to us and we’d be happy to kind of talk you through these services and how they may benefit you.

Not sure what you need?

Here’s what controller services can do for you.

Deliver timely and accurate data to get the full financial picture so you can build accurate budgets and cash flow forecasts.

Incorporate streamlined workflow processes to focus your business on development and new revenue streams.

Assist with complex accounting issues such as deferred revenue, accruals, and GAAP-based accounting.

Meet our team of controllers.

Each dedicated controller averages more than 15 years of experience. See someone you may want to work with? Get in touch — we are excited to talk.

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.

You’ll love having
a controller.

You have a finite amount of time and money, and our dedicated controllers are equipped to help you best manage it. More than delivering accurate monthly reports, a controller is an expert in accounting functions and acts as a watchdog for your finances, challenging your processes to be more efficient and in-tune with the core business.

At Acuity, our company controllers go even further to be the best financial analysts and strategy drivers in your business. They’ll be your essential advocates — helping you guide your company towards the best outcome.

What do controllers do?

Great question — and don’t feel dumb because we get that question every day. Controllers do a lot and often more than you realize. Here are just a few of the things an Acuity controller can do for you:

  • Accrual accounting
  • Budgeting and audit support
  • Complex financial reporting
  • Accounting system migrations
  • Implementation of financial processes
  • GAAP-based accounting
  • Oversight of staff accountants
  • Interface with your tax advisor
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