Bookkeeping Services Charlotte NC

About Us

Acuity is modern-day accounting, built specifically to serve startups, entrepreneurs, and small businesses alike. To date, we’ve proudly served over 1,000 companies. Click here to learn about some of our customer success stories.

We love to help companies grow by implementing a simple balance — they’re in charge of focusing on their business goals while we take charge of their books. And we can guarantee that you’ll be hard pressed to find what we offer in other accounting companies.

For starters, we support all levels of the financial function, from basic bookkeeping cleanup to advisory and CFO services. No matter what service(s) you’re looking for, we give each of our clients the three critical pieces of a great accounting organization: highly certified people, proven processes, and world-class accounting technologies.

Dive in below to learn more about the services we offer, the perks of working with us, our roots in Charlotte, and the Charlotte bookkeeping services we provide in nearby cities!

What We Offer

Bookkeeping Services

We offer everything from quarterly, monthly, weekly, and daily bookkeeping to get those books clean and keep them clean. With tax-ready financials, our add-ons include:

  • Historical bookkeeping cleanup
  • Bill pay
  • Payroll
  • Expense reporting
  • Invoicing
  • Collections
  • Deposit management
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Tax Services

Our tax offerings center around making sure that your business is in compliance. Whether that’s assisting with federal/state corporate returns, federal/state personal returns, tax credits, tax extensions, 1099s, quarterly tax estimates, or something else tax-related, we’re happy to help.

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Accounts Receivable Management Services

Our accounts receivable management offerings help you keep your payments in check. By taking the customer collections off of you, we can get you to that pay day without ruining relationships with customers.

The specific requests we get include: email cadences, phone calls, and a dashboard with status of all accounts.

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Accounting Services

Our accounting services are part of our more complex, advisory services. We’re not just keeping your financials organized, but also taking the extra steps to understanding and interpreting your financials.

These services can range from monthly accounting, GAAP audit/GAAP compliance, and chart of accounts review, among a slew of other services.

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CFO Services

Our chief financial officer offerings are part of our more complex, advisory services. Whether we provide you with a virtual CFO, fractional CFO, or a combination of the two, Acuity can help you plan for the future with your finances.

Some of the specific requests our CFOs get include: build a financial model, gather investor-ready financials, conduct a financial assessment, and monthly financial review and discussion.

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So, Why Work With Us?

01.
Transparent Pricing

We have a pricing matrix for all of the products that we offer — and we list this structure on our website! The market is the market, and we believe that there’s no point in hiding fees or creating connections without pricing expectations.

Our pricing structure depends on your company needs, and we have several options for that. Our packages are differentiated based on cost, delivery date of financial statements, allotted transactions per month, and communication channels with your bookkeeper.

We know that budgeting right is the first step to successful small business practice, and we believe that our bookkeeping services – Charlotte, NC, as well as the other services we provide, are unmatched by our transparency in pricing and our commitment to helping your company grow.

02.
Grow With Your Business

By committing to offer a slew of services, we support your growth as your accounting needs change. It can be a balancing act of optimizing the service level that our clients need, so we consistently check in on what our clients are doing and how we can better serve them.

After all, the key to growing your startup from a vision to a successful business venture is in your finances. We’re committed to serving each one of our clients with unmatched and personalized service.

03.
Stop Relying On a Single Individual

While we always aim to minimize changes in staffing, from time to time, we need to switch out the occasional team member. And luckily, one person doesn’t make this company what it is. It takes a village!

Our clients choose Acuity for its customer service-oriented culture, confident that their expectations will be exceeded by any and everyone within our company. So, no matter what life throws at us — whether someone moves onto new opportunities, goes on vacation, or gets sick — you’ve got an entire team of experts on your side, not just one.

04.
Access to Leading Accounting Technologies

When you work with Acuity, you’re not just benefitting from the expertise of our team. You also gain access to our network of technologies that simplify your finances, including Xero, QuickBooks, Gusto, Bill.com, and more.

Bookkeeping Services, Charlotte, NC — We’re Neighbors!

The Acuity family is remote-based and works from home, but we have a lot of bookkeepers, controllers, accountants, and CFOs in Charlotte!

Charlotte Clients:

Our Team In Charlotte, NC!

Todd Serulneck

Ann O’Dea

Katie Habermann

Sam Boissonneault

Tanya Joseph

Charlotte organizations we’re involved with:

Veterans Bridge Home – Veterans Bridge Home connects Veterans and their families through its network of partners, connecting them to employment and social connections.

Twitter: @VetBridgeHome
Facebook: https://www.facebook.com/VeteransBridgeHome
Instagram: @veteransbridgehome
LinkedIn: https://www.linkedin.com/company/charlotte-bridge-home/

 

B2B Solutions Group – B2B Solutions Group provides a supportive and collaborative environment where members get to know, like, and trust each other as business professionals and as individuals.

Twitter: @B2BSolutionsCLT
LinkedIn: https://www.linkedin.com/groups/12027415/

 

Fort Mill Toastmasters Club – Toastmasters International is dedicated to improvement and positive impact for the lives of their members and their circle of influence.

Twitter: @Toastmasters
Facebook: https://www.facebook.com/ToastmastersInternationalOfficialFanPage
Instagram: @toastmastersinternational
LinkedIn: https://www.linkedin.com/in/toastmastersinternational/

 

Bonus – We’ve sponsored the Charlotte Veteran Startup Showcase for the past 4 years! Check out this recap of one of the showcases on our website.

Just for Fun, Here Are Our Local Charlotte Favorites:

bookkeeping services Charlotte NC

Favorite Charlotte restaurants:

The Quik Shoppe (best gas station fried chicken)

Kindred (award-winning small plate restaurant – named best restaurant in NC by Southern Living)

Pure Pizza (farm-to-table meets pizza, with all locally sourced ingredients)

Suffolk Punch (best brewery brunch)

Portofino’s (amazing Italian restaurant)

Duckworth’s Grill & Taphouse (awesome sports bar)

bookkeeping services Charlotte NC

Favorite Charlotte breweries (and their most popular beers):

Birdsong Brewing CompanyHigher Ground IPA, made with grapefruit and honeysuckle flavors (7% ABV)

Brewers at 4001 Yancey (a joint venture between Southern Tier and Victory Brewing) – Golden Monkey, a Belgian-style Tripel with banana and cloves by Victory Brewing (9.5% ABV)

Heist Brewery – Hive Fives, a blonde ale (5% ABV)

Olde Mecklenburg – Award-winning Mecktoberfest, a seasonal Märzen Lager available in the fall (5.4% ABV)

Bookkeeping Services, Charlotte, NC – Near Me

Surrounding Cities We Serve

Charlotte, NC

Huntersville, NC

Greensboro, NC

Winston-Salem, NC

Wilmington, NC

Raleigh, NC

Durham, NC

Cary, NC

Apex, NC

Asheville, NC

Fayetteville, NC

Indian Trail, NC

Monroe, NC

Gastonia, NC

Pinehurst, NC

Charleston, SC

Greenville, SC

Spartanburg, SC

Columbia, SC

Fort Mill, SC

Hilton Head, SC

Indian Land, SC

Rock Hill, SC

North Myrtle Beach, SC

Aiken, SC

Newberry, SC

Savannah, GA

Augusta, GA

 

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