Virtual CFO Services

Strategic advice just for you.

We’ll be your trusted partners and expert advisors.

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 to hire a CFO?

Ready to hire a CFO?

Here’s what our CFO services can do for you.

Interpret your financial information to help your business make timely and important decisions.

Streamline your accounting process to manage rapid growth and your company’s changing needs.

Provide hands-on feedback to protect you from new, regulatory risks as your business expands.

Help you prepare for the future by building forecasts that make your business goals into measurable plans.

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.

Matthew May

Matthew May

COO

Cooper Anderson

Cooper Anderson

Atlanta, GA

CFO

Industry Financial Services, Asset Management, Commodities, Agriculture

Years of Experience 10

Chuck Meiers

Chuck Meiers

CFO

Industry Technology, Manufacturing, Service, Defense, Software

Certifications CPA

Years of Experience 25

David Averyt

David Averyt

Birmingham, AL

CFO

Industry Real Estate, Professional Services

Certifications JD

Years of Experience 15

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.
Melissa Powell

Melissa Powell

CFO

Industry Technology, FinTech, Cryptocurrency, Restaurants, Retail, Manufacturing

Certifications CPA

Years of Experience 20

A Midwest girl at heart who loves being in the South, Melissa is a fractional CFO with over 16 years of experience working with companies in various industries, including manufacturing, consumer products and retail, technology, fintech, and cryptocurrency. As a CFO, she has had the opportunity to work with brilliant companies on their largest financial challenges and opportunities. An expert in the finely tuned details, she loves when her Acuity team can add value to the companies they serve, and help them achieve their financial strategy and goals.
Todd Serulneck

Todd Serulneck

Charlotte, NC

Managing Director

Industry Consumer Products, SaaS, Veteran-Owned Businesses, Retail

Certifications MBA

Years of Experience 15+

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.
Graham Wood

Graham Wood

Sr. Partner

Industry Healthcare IT, Security, Professional Services, Hi Tech

Years of Experience 35

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.
Jose Quintana

Jose Quintana

Atlanta

Managing Director, Turnaround Consulting

Industry Software Technology; Consulting and Business Services

Certifications MBA, CPA

Years of Experience 20

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.

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
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