Virtual CFO Services
Strategic (and virtual) CFO services just for you.
You’ve built a business you can be proud of. Now it’s time to keep going. Whether you’re managing a merger and acquisition, navigating funding, or need someone you can trust to bounce ideas off of, our CFOs have an average of 25+ years of experience in keeping industry leaders at the top of their game. We’re on-demand and available whenever you are — for a question, a concern, or simply for reassurance that your next venture is heading in the right direction. Our CFOs are masters in their trade so you can trust you are making the best financial decision for your team and future.
When’s the right time for virtual CFO services?
Video Transcript
Matthew May:
Am I good? Are we doing this?
Speaker 2:
We are.
Matthew May:
Oh gosh.
Matthew May:
Hi, I’m Matthew, the COO and Founder of Acuity. I want to talk today about managing your finances and how that comes into play when you have some of the more senior-level needs.
Matthew May:
What we found, that things are constantly changing in business and it’s either you’re in a line of credit, you’re raising money and doing your first venture financing, you may have a merger and acquisition, but these high level needs come up periodically through your life cycle where you need somebody with a little more financial ability that’s been there, done that.
Matthew May:
That’s why we came up with our on-demand CFO services. Whether it’s one of those big activities or one of my favorite activities, which is listening to a CEO or a founder and making sure they know that they’re not crazy and giving them counsel. We’ll walk you through your questions, we’ll walk through all your problems, we’ll be an on-call resource or we’ll plugin and be able to monthly resource here and there just to supplement your existing team. But helping entrepreneurs with our CFO services is how we can really impact your business.
Not sure you’re ready for a CFO? Try our CFO Office Hours.
Have any burning financial questions that you need answered? Want a sounding board to bounce ideas off of? Trying to decide if an Acuity CFO is right for your business? Book 30 minutes with one of our on-demand CFOs for FREE. CFO Office Hours used to be reserved for clients only, but we’re now opening them up to the public. Sign up today!
Ready to hire a CFO?
Here’s what our virtual CFO services can do for you.
Meet our team of CFOs.
Each CFO averages 15 years of experience or more. See someone you may want to work with? Get in touch — we are excited to talk.
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
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
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.
CFO at Acuity for over a year. Also an investment banker focused on advisory services for startups and growth opportunities.
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
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!
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 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.
You’ll love having a CFO.
Not every company is ready to hire a full-time CFO. They can be expensive or only needed in periods of expansion. But establishing company-wide objectives — from policies and procedures to programs and practices aimed at continuous growth — is something that every business needs from time to time. And that’s where our outsourced CFOs come in.
Acuity’s dedicated CFOs come with more than 25 years of expertise, so even though we’re not technically a full-time part of your team, most of our clients feel that we are. We live to support, nurture, and grow your big picture ideas into reality, all the while keeping a solid handle on key financial responsibilities so you can rest easy knowing you’re heading in the right direction.
What do CFOs do?
Such a great question, and maybe a more important one is: What should your virtual CFO do?
Often businesses try to bring on CFOs too soon and they just become very expensive bookkeepers. CFOs should handle essential operational tasks that ensure your company can continue to move forward. Here are just a few of the things an Acuity CFO can do for you:
- Financial health assessment
- Creation of financial reporting
- Budgeting and expense control
- Strategic planning
- Debt and capital raises
- Investor and board relations
CFO Resources
A Bookkeeping, Accounting, & CFO Services Buyer's Guide
Has your company outgrown basic bookkeeping services? It might be time to take your financial operations to the next level with Acuity’s CFO services. In this comprehensive buyer’s guide, we’ll take a look at the role of the CFO, how it differs from bookkeeping and accounting services, and when to consider making the switch to higher leadership. If you still have questions after reading our guide, not to worry: You can sign up to try our CFO office hours, available in 30-minute blocks.
What is a Virtual CFO?
Have you considered hiring a virtual CFO? You can’t beat the convenience factor or affordability of employing a remote chief financial officer. When you go virtual, you have a vast pool of talent to pull from with a plethora of resources to pull from — not to mention the flexibility and scalability of having a part-time CFO that can contribute more hours as your company grows. Learn more about Acuity’s CFO services and how you can get started today.
What's the Difference Between a CFO & a CPA?
When someone’s title is a three-letter acronym, you know they mean business. Take the CFO and the CPA for example. Both roles are incredibly important, yet completely different from one another. The CFO, or chief financial officer, is responsible for the financial planning and analyzing of a company. A CPA, on the other hand, is a certified public accountant tasked with managing budgets and best practices. Learn more about these roles and why each one plays a key part in running a business.
Outsourced CFO: How Your Startup Can Benefit From a CFO Without Paying a CFO Salary
For many entrepreneurs, the idea of hiring a chief financial officer might be a pipe dream — something you never could really fathom doing anytime soon. However, as your business grows, investing in part of a CFO might be exactly what your company needs. From building the right budget to knowing when you’re ready for a full-time hire, we’ve compiled some tips on how to afford a CFO.
