Virtual CFO Services

Strategic (and virtual) CFO services 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 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.

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.

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. Behind the Books with Graham Wood
Janet Mulroy

Janet Mulroy

Atlanta, GA

CFO

Industry Venture Funds, Real Estate, SaaS, Startups

Years of Experience 25

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!
Melissa Powell

Melissa Powell

CFO

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

Certifications CPA

Years of Experience 15+

Blog A Day in the Life of an Acuity CFO

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.
Derrick Williams

Derrick Williams

Atlanta, GA

CFO

Industry Financial Services, Real Estate, Technology and Business Services

Certifications FINRA 7, 63, 79 and 99

Years of Experience 20+

CFO at Acuity for over a year. Also an investment banker focused on advisory services for startups and growth opportunities.
Chuck Meiers

Chuck Meiers

CFO

Industry Technology, Manufacturing, Service, Defense, Software

Certifications CPA

Years of Experience 25

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
Jody Kelly

Jody Kelly

Atlanta, GA

CFO

Industry Healthcare IT, Technology, SaaS, Professional Services, Startups

Certifications CPA

Years of Experience 25+

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 Reeves

Bob Reeves

Atlanta, GA

CFO-In-Residence

Industry Technology, FinTech, Security, SaaS, Start-ups, Consumer Models

Certifications MBA

Years of Experience 30

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.
Steven Honnold

Steven Honnold

Atlanta, GA

CFO-In-Residence

Industry Manufacturing, Sales and Marketing

Certifications MBA

Years of Experience 35

Steve brings a wide array of experiences and skills to Acuity both personally and professionally. Off the clock, Steve enjoys playing guitar, hiking, and photography; on the clock, his 35 years of experience has spanned everything from corporate finance and marketing analytics to sales strategy and compensation.  Early in his career, Steve was an analytical chemist for Eastman Kodak in Rochester, NY but soon transitioned to supporting the Motion Picture sales organization in Miami, FL. Later, his role at H-E Parts International led to his working across the globe with private equity firms and investment bankers, which ultimately resulted in the company’s sale to Hitachi.  With experience as vast and cross-cultural as Steve’s, Acuity welcomes his comprehensive company view, understanding of cross-functional relationships and interdependencies, and his commitment to financial integrity and measured success.

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.

Here’s what our clients are saying.

Acuity was affordable when we were bootstrapped and needed some help, but they’ve also been able to scale with us as we’ve grown. We’ve used them for ongoing bookkeeping, but we also worked with one of their CFOs to help us build a financial model to present to investors when we were raising our Series A.

Jeremy HaleCEO of Sideqik

Acuity knows startups. We used their fractional CFO and controller services as well as their A/P and fixed-fee bookkeeping and were very pleased with the level of service and results. Matthew and Kenji are not only pros at what they do; they’re entrepreneurs themselves who are very active in the Atlanta ecosystem. They have my unqualified recommendation!

Brian DallyCo-Founder & CEO of GROUNDFLOOR

We don’t currently have a CFO or full-time accountant, so we rely on Acuity to help us keep our finances documented and organized. The biggest benefit is our private Slack channel with the Acuity team. Our team uses Slack for all daily communications, and Acuity’s team members on the shared channel (Nicolette Green especially) help us streamline questions around payments and invoices, for example. Shane Klima is also impressively fast to respond to our needs.

Chris FederspielCEO of Blackthorn

I contacted Kerry in reference to PPP loan questions I had not been able to find answers to. I spoke to my bank where I received my loan and the HR group my association was working with and still could not get answers to many of my questions. Kerry was very much on top of his game. He answered all of my questions and I am finally able to start my spreadsheets with confidence. Would highly recommend.

It has been great working with Matthew and David at Acuity. They have provided great guidance and advisory services to our company. The company has an innovative approach to accounting because they work with the latest improvements in technology such as cryptocurrency and blockchain.

Jay Singh

We started using Acuity for payroll and then payment processing. As we grew, we needed help keeping up with our books. Now we have a part-time CFO and part-time Controller. Acuity has been able to come alongside us every step of the way to be the consistent expert through every stage of growth. They have been an irreplaceable part of our business who has definitely been able to grow and scale with us.

Andrew McConnellCEO of rented.com

By far the best team I've ever worked with. They truly understood the look I was going for and completely nailed it! I would highly recommend them as a company, you simply just won't find any better team!

Aura BrooksGraphic Designer

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

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