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.
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.
David learned the nuts and bolts of accounting the hard way — as the owner of D&D Cookie Company, a baking business he started with his sister in their mom’s kitchen. Always keeping track of the money flow, they paid rent and utilities and accounted for every penny earned and spent. Now, he uses that expertise — and years of listening to the financial needs of his clients — to make sense of the complex problems that come his way. Most valuable when he gets to exercise his experience and skillset, he loves yielding tangible results so that the companies he collaborates with can reach their goals. When he’s not at work, he’s got a very specific list of things he likes: his wife, his children, his bulldogs, and bourbon on the rocks on any given Saturday in the fall.
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
