Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time. We’ve automated part of the process to give you the streamlined functionality you deserve using the best resources in the industry.Want to know more about why we recommend these tools for you? 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. Our bookkeeping team also utilizes VerifyiQ to perform automated quality control in your bookkeeping records. This adds an extra layer of confidence in the numbers you’re seeing.
Additional Solutions to Add to Any Plan
That’s why we kick off with a free one-hour consultation. 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. It’s our way of getting to know your business better. We are frequently featured in industry publications and media outlets for our innovative approach to the insurance business.
How will Acuity access my financials?
- Or just need some financial statements to get your taxes done?
- We have also provided you with online resources to assist in the tax process and financial decision-making.
- It’s all about making your entrepreneurial journey less scary, and more filled with business success.
- These solutions save you time, simplify your operations, and make your financial data easier to manage, among other benefits.
- By leveraging the right tools, you can get the financial info you need to make smart decisions – and help us work better together.
- Here’s a sneak peak into how our bookkeeping solutions work.
- Get started with one of our experts today and free up your time.
And if you have any issues at all completing your onboarding checklist, you can schedule a call with our team to troubleshoot. Great business partnerships start with effective onboarding. While tech is integral to what we do, we never forget that people matter most.
Let’s scale together.
- From no-code solutions, to simply having better processes, set your business up to scale.
- To arm you, the entrepreneur, with tools that can automate certain aspects of your financial operations.
- We support you through tech setup and beyond to make sure you’re maximizing financial automation at your company.
- Whether you’re in the startup stage, the growth stage, or somewhere in between, we’re in the business of answering the specific needs of Startups and SaaS companies like yours.
- We are here to protect what matters most to you and your family.
- Get an accurate insurance quote in just a few minutes.
If you find yourself stressing about cash flow, know that you’re not alone. A whopping two-thirds of businesses fail in the first two years due to cash flow problems. For those who are bootstrapped and want to continue on that path, there are other ways to fund your business—especially if you’re in need of startup funding in a pinch. Here are three (plus a bonus!) ways to get the capital you need to reach your short-term and long-term business goals. In 2019, long time team member Lisa Gilreath took over operations. And in 2021, Acuity merged with Catching Clouds, the leading ecommerce accounting firm in the United States.
For every piece of tech we use, there’s a real person who’s got the accounting experience running the show. They’ll get to know your business, your workflows, your goals – it’s all about making sure we deliver a service that feels tailor-made for you. We are an insurance company that leads with our heart. With coverage to protect the things you love and service that goes beyond what you’d expect, you can be free to follow your heart. Don’t worry about transferring your statements or payroll.
Building Success with Acuity’s Onboarding Process
Your dedicated bookkeeper is available for you at all times. 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 acuity accounting 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. From no-code solutions, to simply having better processes, set your business up to scale.
That’s why, apart from our basic bookkeeping services, we offer add-ons – AKA services that complement our bookkeeping solutions. Your operations team lead handles the onboarding process and sets up key components like internal Slack channels and Google groups for bookkeepers. This continuity ensures that we can guarantee uninterrupted bookkeeping solutions, even when your bookkeeper needs to be away. Your dedicated bookkeeper will close your books each and every month and deliver your financial reports on a guaranteed schedule so that you can make better business decisions. We’ve handpicked some of the best third-party accounting technologies out there – QuickBooks, Xero, Bill.com, Expensify, and more.
- Our bookkeeping engagements require a 30-day notice for cancellation, but the controller and CFO engagements can be canceled at any time.
- After signing up for bookkeeping solutions with our sales team, you’ll work with an onboarding team lead.
- As a certified B Corp™, we’re committed to doing good in the world, holding our company to high standards of social and environmental performance, transparency, and accountability.
- We help you navigate complexities like GAAP standards and subscription models – all without the cost of a full-time hire.
- We also use Bill.com and/or Veem to manage payments and bills, and Expensify to handle expense reports.
- Patti and Scott Scharf brought incredible expertise in process and technology improvements.
Accurate financial reporting is essential to the success of your business. We optimize your financial processes with our industry best practices, simplifying complex tasks and making smarter budgeting choices. If you’re not already using QuickBooks or Xero, we’ll get you set up on one of them. Our bookkeeping packages are differentiated based on cost, delivery date of financial statements, allotted transactions per month, and communication channels with your bookkeeper. Our CFOs also have the ability to work onsite with clients.
JOIN THE TEAM.
Whether you are an individual or business in or around Brooklyn, Pryce Accounting & Tax Services, CPA, PLLC has years of valuable experience assisting professionals with their accounting needs. From there, you’ll add your bookkeeper as an admin user in the tool. We also use Bill.com and/or Veem to manage payments and bills, and Expensify to handle expense reports. These tools are popular, but you can check out all the tech tools we use on our partner page. But we don’t just give you these tools and leave you to it.
Frequently Asked Questions
We support you through tech setup and beyond to make sure you’re maximizing financial automation at your company. 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. There are more players you can add to your team, if needed, too!