Find the Best Virtual CFO Pricing Plan for Your Business.

Build a Model

$250/hour

Get Started


Do you need financials to present to potential investors?

 

We recommend:
A CFO to help build a model that makes sense to investors.

 

Estimate:
About 10 hours (one time)

Financial Assessment

$250/hour

Get Started


Are you trying to figure out if your financial house is in order? Need to evaluate people, process or technologies?

 

We recommend:
A CFO to assess the status quo and builds a plan to get you on the right track.

 

Estimate:
About 10 hours (one time)

Add a CFO to Your Team

$250/hour

Get Started


Do you need a strategic forward looking finance minded sounding board?

 

We recommend:
Monthly financial review and recurring involvement with your team by a dedicated CFO.

 

Estimate:
About 4 hours/month per $500k of revenue

Don’t see a virtual CFO pricing package that exactly fits your needs?

Still not sure what you need? Here’s a breakdown of who does what.

Bookkeeping

Maintain Organization

Accounting

Analyze Today

CFO

Plan For The Future

Dedicated Bookeeper

Dedicated Controller

Dedicated CFO

Basics

Categorization of bank and credit card transactions

Bank reconciliations

Delivery of cash basis financials

Recurring journal entries

Custom journal entries

Prepaids, accruals, depreciation

Deferred revenue calculations

GAAP accounting

Delivery of accrual based financials

Monthly financial reviews

Quarterly strategy meetings

Bank or investor term sheet assistance

Annual budgeting

Financial modeling

Management of accounting function

Management of finance and accounting function

Bill Pay and Expense Reporting

Add vendors

Bill pay administration

Pay bill payments once approved by you

Add employees

Expense report administration

Pay expense reports once approved by you

Payroll

Employee Setup

Compensation Changes

Retirement and health plan administration

Commission calculations

Departmental payroll allocation

Payroll processing

Evaluate or set up benefit plans

Evaluate compensation surveys for raises

Invoicing and Collections

Customer setup

Process invoices

Sales tax filings

Customer statement delivery

Email collections cadence

Phone collections and customer outreach

Evaluate cash flow needs

FAQs

Can I cancel your services at any time?

Yes. Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time.

How do I communicate with my bookkeeper, controller, or CFO?

Our bookkeeping services are virtual so we communicate with clients via email, phone, Slack, or even video conference. Our Controllers and CFOs also have the ability to work onsite with clients.

If I use Acuity’s bookkeeping services, which software should I choose QuickBooks or Xero?

Both platforms are amazing, but the choice is yours. Want to learn more about the difference and similarities between the two? Check out our blog.

What reports can a Controller or CFO provide me with?

It’s up to you, but our Controllers and CFOs can help you create practically any kind of report. Almost any accounting system can give you an income statement and balance sheet, but you might need to create a budget or a cash flow forecast which our team helps clients with on a regular basis. Just ask us and we’ll help build reports that better help you run your business.

Do I need quarterly, monthly, weekly, or daily bookkeeping?

Our bookkeeping packages are differentiated based on cost, delivery date of financial statements, allotted transactions per month, and communication channels with your bookkeeper. Visit our pricing page to compare the four packages and see which one would be the best fit for your business. You can also get a custom quote.

Where are Acuity’s employees located?

While we’re headquartered in Atlanta, Georgia, our accounting experts live throughout the U.S. and some even live internationally. We have one employee located in Greece, another in the Philippines, and another who has lived in 26 different countries while working with us. We believe that our unique ability to employ team members no matter where they live is one of the key reasons we’re able to attract the top accounting professionals in the industry. Plus it allows our team really cool opportunities to see the world while still serving our clients!

What is the onboarding process like?

We’ll perform a review of your existing accounting set up and practices along with securely establishing login credentials to accounting and financial systems. We also create a customer-specific financial calendar that we use to ensure all accounting tasks are completed on time.

Is weekly bookkeeping paid on a weekly basis?

No, weekly bookkeeping is still charged on a monthly basis.  But Controller and CFO hours are invoiced to clients each week.

How will Acuity access my financials?

Our cloud accounting solution utilizes 3rd party cloud-based financial software and the client must agree to use either QuickBooks Online or Xero as their main accounting system. The client must assign Acuity as an administrative user to the accounting system. We will also utilize Bill.com and/ or Veem to provide accounts payable and bill pay and Expensify for expense reporting. These are the most popular platforms, but you can see the full list of tech partners we work with here.

What precautions does Acuity take to protect my personal information?

We value your personal information and take the necessary precautions to limit access to it by unauthorized users. Client’s usernames and passwords are secured using our LastPass Enterprise encrypted password vault. Data and reports are delivered to clients via email unless otherwise specified by the client. We also utilize HubDoc as a means of securely receiving bank and credit card statements necessary in performing our work.

I have a Customer Advocate? What do they do for me?

In 2018, Acuity became the first accounting firm to launch a Customer Success program that focuses on understanding and anticipating business owner’s needs.  So yes, every client using our bookkeeper services has a dedicated Customer Advocate who will guide you through the onboarding process, monitor the health of your engagement, and reach out to you to find out how you’re doing and what more we can be doing to help you out.  We highly encourage you to get to know your Customer Advocate and reach out to them whenever you have any needs or questions!