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Explore Acuity’s Bookkeeping Solutions: How to Get Started with Our Bookkeeping & What to Expect

By June 26, 2023 No Comments

At Acuity, our bookkeeping solutions are structured to grow with you – so you can start with basic tasks, like categorization and reconciliations, and evolve to need help with more complex tasks, like business income tax and payroll.

Here’s a sneak peak into how our bookkeeping solutions work.

Getting Started with a Consultation

Every entrepreneur’s bookkeeping practices look a little different. Makes sense, right? Every business is different!

That’s why we kick off with a free one-hour consultation. We’ll learn how you’re currently doing your books, what you’re aiming for in your business, and talk about how we can help. It’s our way of getting to know your business better.

If you sign up our Acuity’s bookkeeping solutions after your consultation, you’ll get matched with one of our bookkeepers.

And yes, it’s true! We’re not just faceless number crunchers. We pair you up with your own expert bookkeeper and diligent operations team lead who will stick with you.

They’ll get to know your business, your workflows, your goals – it’s all about making sure we deliver a service that feels tailor-made for you.

Meet Your Dedicated Bookkeeping Team

While tech is integral to what we do, we never forget that people matter most. For every piece of tech we use, there’s a real person who’s got the accounting experience running the show.

Let’s meet your dedicated bookkeeping team:

The Bookkeeper.

Your dedicated bookkeeper is responsible for the ‘rinse and repeat’ cycle of tasks. This includes categorizing transactions, month-end reconciliations, and preparing financial statements. They’ll stick with your account and help you gain a deep understanding of your business’s financial health over time.

The Operations Team Lead.

Your operations team lead handles the onboarding process and sets up key components like internal Slack channels and Google groups for bookkeepers. This continuity ensures that we can guarantee uninterrupted bookkeeping solutions, even when your bookkeeper needs to be away.

There are more players you can add to your team, if needed, too! We offer additional services to complement bookkeeping so that as your business grows, we can grow with you.

Building Success with Acuity’s Onboarding Process

Great business partnerships start with effective onboarding.

After signing up for bookkeeping solutions with our sales team, you’ll work with an onboarding team lead. This person is in charge of moving you through the onboarding process without a hitch.

Getting Your Data Ready.

Onboarding at Acuity is all about getting your accounts and financial data ready for our team. This first step is important in ensuring accurate bookkeeping that aligns with your business needs.

We use Process Street for our onboarding checklist, ensuring that all client accounts are set up correctly and ready to go!

All of the information and access we need from you – whether it’s related to your bank account(s), accounting software, tax returns, financial statements, payroll, etc. – is gathered through Process Street!

Connecting with the Team.

And if you have any issues at all completing your onboarding checklist, you can schedule a call with our team to troubleshoot. Need help giving bank access? What about how to add a new user in QuickBooks? We’ve got you covered.

After you’ve completed your portion of the checklist, your onboarding lead will schedule a call with you to verify that our team has everything they need to get started. Then, you’ll be passed off to your dedicated bookkeeper – and most likely a dedicated controller, too.

Meeting with a Controller.

The reason we say that you’ll most likely need a controller, even if it’s just at the beginning, is because most new bookkeeping clients need some catch up bookkeeping.

Why is that? You’re probably coming to us for one of 3 reasons:

  1. No one has been doing your books
  2. There’s some sort of gap/inconsistencies in your books
  3. They don’t trust who is currently doing your books

As always, though, your onboarding checklist will be tailored to your specific business, mirroring the solutions you signed up for with our sales team.

Let’s Talk Bookkeeping Solutions

Our Offerings at a Glance

For starters, with the help of our team, you’ll pick how often we dive into your books: weekly or daily. The choice is all about what fits your business best.

Weekly Bookkeeping: Our weekly plan is pretty ideal for many business owners. Your dedicated bookkeeper codes transactions weekly, which means you get up-to-date financial documents each week that allow you to make informed business decisions. Your statements are delivered by the 15th of each month.

Daily Bookkeeping: For businesses needing the most accurate and timely updates, we offer daily bookkeeping. Your transactions are coded daily, meaning that your financials are updated each day with the most current transaction data. In addition, you’ll receive financials by the 10th of each month.

From there, we’ll walk you through choosing the amount of help you need with your books. Do you just need the basics? Or do you need more complex bookkeeping services?

Our basic package includes monthly financial reports, weekly updates, quarterly meetings with a CFO, and the right tech solutions to keep everything running smoothly. This ensures you get clear and current financial information, freeing you up to focus on expanding your business.

Our bookkeeping solutions are designed with the entrepreneur in mind – you can pick and choose which additional services you may want or need, whether that’s today, next month, or two years from now.

A Brief Overview of Our Add-On Bookkeeping Services

At Acuity, we recognize that every business is unique. That’s why, apart from our basic bookkeeping services, we offer add-ons – AKA services that complement our bookkeeping solutions.

These services add extra layers of support, allowing you to tailor your financial setup. Here are your options:

  • Payroll: Handles payroll responsibilities, ensuring adherence to legal requirements and timely payment to employees.
  • Business Income Tax Return: Tax services that include U.S. and state tax returns, focusing on accuracy, optimizing deductions, and submitting accurate returns come tax time.
  • Invoicing: Takes care of creating and sending invoices to streamline cash flow and reduce disputes.
  • Collections: Provides collections services, balancing effective account settlement with maintaining customer relationships.
  • Bill Pay: Manages bill payments, focusing on punctuality to avoid late fees and improve organization.
  • Deposit Management: Monitors customer payments and cash flow, identifying late payers and reconciling payments with invoices.
  • Employee Expense Reporting: Manages employee expense reports, reducing errors and freeing up time.

In your free consultation with our team, we’ll walk you through our bookkeeping solutions and add-on services in detail. Then, you’ll get the chance to explore all of our other solutions with our team – controller, CFO, and tax.

Through our conversation, we’ll help you select the best services for your needs. And from there, you’ll receive a personalized quote for your business.

We’re Dedicated to Convenient Communication

Acuity is committed to clear and convenient communication. Our goal is to make your financials more transparent, efficient, and accessible.

For our daily and weekly bookkeeping services, you can talk to your dedicated bookkeeper as needed via phone, email, and/or an internal Slack channel. Your choice!

You can also take advantage of weekly Zoom meetings as part of our daily bookkeeping services.

Tech-Driven Bookkeeping Solutions

We’ve handpicked some of the best third-party accounting technologies out there – QuickBooks, Xero,, Expensify, and more. Our aim? To arm you, the entrepreneur, with tools that can automate certain aspects of your financial operations. These solutions save you time, simplify your operations, and make your financial data easier to manage, among other benefits.

Our bookkeeping team also utilizes VerifyiQ to perform automated quality control in your bookkeeping records. This adds an extra layer of confidence in the numbers you’re seeing.

But we don’t just give you these tools and leave you to it. We support you through tech setup and beyond to make sure you’re maximizing financial automation at your company. This guidance doesn’t stop at onboarding, either.

By leveraging the right tools, you can get the financial info you need to make smart decisions – and help us work better together. It’s all about making your entrepreneurial journey less scary, and more filled with business success.

Ready to give Acuity a try?

Acuity is here to simplify your bookkeeping. Schedule a free consultation with our team today to find the best bookkeeping solutions for your business.

Get Started

Frequently Asked Questions

What's your cancellation policy for bookkeeping solutions?

Our bookkeeping services can be discontinued with a 30-day notice for cancellation. So, if your current bookkeeping system isn’t working, it’s worth a try!

How does Acuity access my financial info?

We use a cloud accounting system. If you’re not already using QuickBooks or Xero, we’ll get you set up on one of them.

From there, you’ll add your bookkeeper as an admin user in the tool. We also use and/or Veem to manage payments and bills, and Expensify to handle expense reports. These tools are popular, but you can check out all the tech tools we use on our partner page.