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.
Cooper is a bonafide jack of all trades. As a financial modeling master, scuba diving guru, and party promotion extraordinaire, he lives by one simple rule: Focus on the potential for success rather than the possibility for failure. Also a founding member of the team that created the first commodity exchange-traded funds (ETF), Cooper is most proud of being involved in starting a variety of innovative asset management companies and providing commodity financial content for TV. He's also really great at figuring out what the other party really wants — whether it's about asset management or football tailgate parties. When he’s not at work, he loves to travel, geek out about Spanish and astronomy, and study both commodity markets and Korean BBQ with equal voracity.
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.
Kerry brings to Acuity more than 20 years of experience in venture capital and private equity investing and portfolio company operations, having worked with more than 59 portfolio company investments. Kerry assists high growth companies with their business model refinement, strategic planning, fundraising, business development and financial and operational management. He has also held multiple leadership roles at operating companies, including Interim CEO, CFO, and COO, and has implemented financial and operational improvement initiatives at companies of various sizes and stages of development.
Armed with an economics and accounting degrees from Holy Cross College, Jose first got started at PricewaterhouseCoopers as a CPA for five years before receiving his MBA from Emory University. With extensive experience in venture and private equity backed technology companies in Boston and Atlanta markets, his expertise is in building high-performance teams, capital raising, debt financing, and transitioning companies successfully through sale negotiations to both strategic and private equity buyers. Jose also excels at capital and debt financings projects, providing financial management expertise to clients and driving business decision making. When he’s not at work, he enjoys traveling with his wife Melanie, the beach, and committing to his lifetime goal of always playing good golf.
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
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.
Is it Time to Hire a CFO?
If you find yourself struggling with financial decisions and strategy and are hitting certain revenue benchmarks, it’s official: The time has come to hire a CFO. Chief financial officers are responsible for both present and future financials and play an integral role in company growth. But did you know you can hire a virtual or part-time CFO through Acuity’s scalable services? Find out more about these CFO services and determine whether or not the time is right to bring on a CFO for your business.
How to Afford a CFO in Today's Startup Ecosystem
Can your startup afford a CFO? The answer might surprise you. That’s because you can opt for services that provide a virtual or part-time CFO to handle your small business’s financial needs at a scalable price that won’t give you sticker shock straight out of the gate. By allocating the recommended one to three percent of your business’s budget towards financial services, you can afford a CFO of your own. Learn how here.
