Discover How Our Bookkeeping Solutions Work

We’ll sync with your bank accounts and credit card statements to begin the categorization and reconciliation of your transactions. 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. Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time.

Outsourced bookkeeping services to grow with you.

• In addition, we’ll provide you with an Accounts Receivable Aging Report that shows which invoices are outstanding and how long they’ve been unpaid.
• Ohana Accounting LLC is the partner small business owners count on for accurate accounting services, smart bookkeeping solutions, and valuable tax strategies.
• Our outsourced bookkeeping services are designed to grow with you.
• Your operations team lead handles the onboarding process and sets up key components like internal Slack channels and Google groups for bookkeepers.
• Along the way, he discovered that Acuity’s clients had additional financial needs, including simple bookkeeping services.
• Our bookkeeping packages are differentiated based on cost, delivery date of financial statements, allotted transactions per month, and communication channels with your bookkeeper.

By connecting you to the right experience and know-how, we’ll ensure your business is as tax efficient as possible, while remaining fully in line with the latest HMRC rules and regulations. We founded Acuity to make better financial experiences possible – providing ease of access to the right know-how at the right time. Our collective knowledge and experience gives us a greater sense of perspective, allowing acuity accounting us to see solutions where others might not. We’ll manage your documents to make sure your accounts align, including transaction classification and any necessary adjustments you may need. Your dedicated bookkeeper is available for you at all times. If Acuity is a good fit for your business, we will provide you with a personalized quote and video walkthrough within 1-2 business days after the call.

Explore Acuity’s Bookkeeping Solutions: How to Get Started with Our Bookkeeping & What to Expect

A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders – such as workers, community, environment, or customers. Governance evaluates a company’s overall mission, engagement around its social/environmental impact, ethics, and transparency. By leveraging the right tools, you can get the financial info you need to make smart decisions – and help us work better together. It’s all about making your entrepreneurial journey less scary, and more filled with business success. We’ll learn how you’re currently doing your books, what you’re aiming for in your business, and talk about how we can help.

• Onboarding at Acuity is all about getting your accounts and financial data ready for our team.
• While we’re headquartered in Atlanta, Georgia, our accounting experts live throughout the U.S. and some even live internationally.
• Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time.
• As always, though, your onboarding checklist will be tailored to your specific business, mirroring the solutions you signed up for with our sales team.
• Get investor-ready with bookkeeping, tax, financial analysis, and more from a dedicated team of experts.

Accounting and Bookkeeping

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. But we don’t just give you these tools and leave you to it. We support you through tech setup and beyond to make sure you’re maximizing financial automation at your company. The reason we say that you’ll most likely need a controller, even if it’s just at the beginning, is because most new bookkeeping clients need some catch up bookkeeping.

• This adds an extra layer of confidence in the numbers you’re seeing.
• But Controller and CFO hours are invoiced to clients each week.
• In 2019, long time team member Lisa Gilreath took over operations.
• Whether you’re a sole trader, limited company, LLP, partnership or a charity, we’ll help you to understand and navigate the world of accountancy.
• Patti and Scott Scharf brought incredible expertise in process and technology improvements.

After you’ve completed your portion of the checklist, your onboarding lead will schedule a call with you to verify that our team has everything they need to get started. Then, you’ll be passed off to your dedicated bookkeeper – and most likely a dedicated controller, too. Your dedicated bookkeeper is responsible for the ‘rinse and repeat’ cycle of tasks. This includes categorizing transactions, month-end reconciliations, and preparing financial statements.

How will Acuity access my financials?

Back office accounting duties are quick to eat up your time – and let’s face it, you didn’t start your business so you could manage payroll. In your free consultation with our team, we’ll walk you through our bookkeeping solutions and add-on services in detail. Then, you’ll get the chance to explore all of our other solutions with our team – controller, CFO, and tax. By outsourcing bookkeeping services like invoicing, you’ll see a boost in cash flow, better record keeping, and more free time to focus on other aspects of your business.

• We will also utilize Bill.com and/ or Veem to provide accounts payable and bill pay and Expensify for expense reporting.
• We handle all the details, from organizing and categorizing your bills to sending payment on time, so you can focus on other aspects of your business.
• A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders – such as workers, community, environment, or customers.
• By outsourcing bookkeeping services like invoicing, you’ll see a boost in cash flow, better record keeping, and more free time to focus on other aspects of your business.
• As you scale your business and operations become more complex, you’ll need a partner that scales with you.

Boost Cash Flow