Your business finances made simple

Acuity is a modern accounting organization built specifically for high-growth entrepreneurs and startups. We are unique in that we support all levels of the financial function (virtual bookkeeping to fractional CFOs) by giving our clients the three critical pieces of a great accounting organization: highly certified people, proven processes and world-class accounting technologies.

We are proud to have served over 1,000 companies by allowing them to focus on their business goals while we focus on their books.

 
Undisclosed
 
Undisclosed
 
50 - 249
 Founded
2004
? These data points are estimates provided by the Clutch team. Each data point can change at any time and is subject to the company’s discretion once they claim ownership over their Clutch profile.
Show all +
Atlanta, GA
headquarters
  • 423 Piedmont Rd NE,
    Atlanta, GA 30305
    United States

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Blockchain
  • Bookkeeping
Blockchain Focus

Reviews

Sort by

Bookkeeping & Financial Consulting for Web Dev Agency

"They’re trusting, flexible, and very willing to work with you to manage expectations."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Jan. 2017 - Ongoing
Project summary: 

Acuity Financial Experts digitized the client’s bookkeeping system and continue to manage the books for both the US and Canadian organizations. They also work with an accountant to help support annual taxes.

The Reviewer
 
11- 50 Employees
 
British Columbia, Canada
Jill Taiji
COO, Kanopi Studios
 
Verified
The Review
Feedback summary: 

Thanks to the Acuity Financial Experts team that works around the clock, the client is now able to make financial forecasts and track expenditure. Because they’re communicative, detail-oriented, and trustworthy, Acuity Financial Experts continues to be an easy team to work with. 

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the COO and business partner at Kanopi Studios.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Acuity Financial Experts?

Our books were all in PDF form so it was very hard to track what was going on. We initially hired them because we were looking to digitize our bookkeeping process.

SOLUTION

What was the scope of their involvement?

They imported all of the PDF versions of our 2016 books and did a manual entry of everything to get it all digitally up to date, making sure that the numbers matched and were categorized correctly. It was a hefty clean-up. Now, they manage all of the bookkeeping for both our US and Canada organizations, as well as all of our different bank and credit card accounts. 

They also work with our accountant each year to manage our taxes. I work specifically with one person who makes sure that our bookkeeping and finance reports are accurate, up-to-date, and ready for taxes when they come up. Additionally, they help us tag receipts and match them to entries in our books.

What is the team composition?

We work with Debi (Cloud Accounting Specialist, Acuity Financial Experts) who serves as the bookkeeper for this project and we also meet with a different CFO every quarter for 30 minutes who makes sure that everything is tidy and gives us advice.

How did you come to work with Acuity Financial Experts?

We were introduced to them by another company that was similar to ours. 

How much have you invested with them?

We invest about $12,000 per year. 

What is the status of this engagement?

We started working with them in January 2017 and our engagement is still ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Their work has made a tremendous impact on our business. We’re now able to do financial forecasting because everything is set up and categorized correctly in our books. We were never able to do any digital financial modeling before so their work has been helpful in determining our business performance and understanding our expenditure.

I also don’t have to do any manual entries in spreadsheets anymore so it’s been a huge relief for our administrative team to not have to work manually.

How did Acuity Financial Experts perform from a project management standpoint?

They work with QuickBooks but we use Xero, so that’s what they’ve been using throughout this project. They’re detail-oriented and very communicative. If we want to add another service to our Xero account, they’ll help us and then they’ll follow-up in the future to see if it’s working well. If it’s not, they work with us to change it.

I email Debi about 6–7 times a month and they don’t charge us for any of those emails. I’ve also done a few Zoom calls with her as well and if I’m unfamiliar with anything, she will share her screen with me and give me a tutorial on how to do it. 

What did you find most impressive about them?

I am impressed with their ability to take the work and run with it. They’re very responsive and trustworthy. They’re trusting, flexible, and very willing to work with you to manage expectations. They will also meet with your accountant, CEO, and anyone else to make sure that the setup of the books is correct.

Are there any areas they could improve?

No, I can’t think of anything.

Do you have any advice for potential customers?

Meet with your account manager and your bookkeeper at the same time so you’re all on the same page. That setup was a little complicated for us because we are based in Canada and the US so we had two different currencies.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They always have everything ready for taxes and they work around the clock to make sure that you’re happy with the end results.
  • 5.0 Cost
    Value / within estimates
    They have taken a tremendous amount of admin work off our end so that has been a huge cost-saver in the long run.
  • 5.0 Quality
    Service & deliverables
    They say they’re going to do something and they do it in a timely fashion.
  • 5.0 NPS
    Willing to refer
    I am very willing to recommend them because they’re affordable for the services that they offer and their quality of work is great.
This profile has not yet been claimed by the company. If you work at this company and believe you should have ownership over this profile, please claim your company’s Clutch profile.