Acuity

What Acuity does

Acuity is a US-based outsourced accounting and financial services firm founded in 2004 and headquartered in Atlanta, Georgia, serving over 2,600 high-growth entrepreneurs and SMBs across the United States. The company delivers an integrated stack of online bookkeeping, controller oversight, tax preparation and planning, and fractional/virtual CFO services through dedicated client teams, with pricing typically ranging from $500-$3,000 per month for bookkeeping up to $3,000-$15,000 per month for CFO engagements. Its underlying delivery model combines a proprietary Financial Playbook developed over 20+ years with certified expertise across 2,000+ cloud accounting software solutions and 20+ technology partnerships (QuickBooks, Xero, Gusto, ADP, Ramp, Avalara, Bill.com, Carta, A2X, Synder, SaaSOptics, among others), enabling vertical specialization in SaaS, ecommerce (Amazon/Shopify), creative agencies, medical practices, family offices, cryptocurrency businesses, and restaurants.

Acuity operates a distributed workforce across the United States, the Philippines (via a wholly-owned representative office), St. Lucia, Argentina, and Greece, with a small headquarters at Atlanta Tech Village. Revenue mechanics are predominantly subscription-recurring for bookkeeping, controller, and CFO services, with project-based and hourly pricing available for tax and ad hoc CFO engagements; sales are consultative and quote-based, supplemented by technology partner referrals, content marketing and SEO, and an annual AcuityCon conference. In August 2021 the company acquired Catching Clouds to deepen ecommerce accounting capabilities, and in 2024-2025 it joined the Sorren network of like-minded firms, now operating as 'Acuity, Powered by Sorren,' with no disruption to existing client services.

The company is led by Kenji Kuramoto (CEO and Founder), Matthew May (Founder and VP Sales and Marketing), Patti Scharf (Chief Process Officer), and Scott Scharf (CTO and Ecommerce Practice Lead). It holds B Corp certification, operates under the Entrepreneurial Operating System (EOS), and has earned awards including Top 50 Modern Firms (2025), Community Champion (2024), Best Midsized and Large Firms to Work For (2020), and Xero Platinum Partner with Website Award Winner (2024).

Name

Acuity

Legal name

Acuity CFO, LLC

Website

https://acuity.co

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

51–100 employees

Short description

Acuity is a US-based outsourced accounting firm providing online bookkeeping, fractional controller, virtual CFO, and tax services to over 2,600 growth-stage entrepreneurs and SMBs, with vertical specialization in SaaS, ecommerce, agencies, medical practices, family offices, and crypto.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Online bookkeeping services
• Fractional CFO services
• Tax preparation services
• Outsourced accounting services
• Controller services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Fractional CFO Services: Virtual CFO services with 25+ years of experience available on-demand for strategic financial guidance, forecasting, budgeting, and investor relations.
2. Outsourced Bookkeeping: Day-to-day online bookkeeping services handling transaction recording, reconciliation, and monthly close.
3. Controller Services: Fractional controller oversight for month-end close, financial reporting, and accounting system management, working 5-15 hours monthly.
4. Tax Preparation and Planning: Tax compliance and strategic tax planning services including federal and state income tax preparation.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Acuity delivers fractional accounting, bookkeeping, controller, tax preparation, and CFO services to entrepreneurs and growth-stage companies, primarily through dedicated client accounting teams. Services are delivered remotely on subscription or pay-as-you-go terms, supported by a proprietary financial playbook and a curated cloud accounting technology stack spanning 2,000+ solutions. Specializations include ecommerce (Amazon, Shopify), SaaS, creative agencies, medical practices, family offices, and crypto businesses.

Product overview

Acuity provides an integrated suite of online accounting, bookkeeping, tax, controller, and fractional CFO services for entrepreneurs. The platform operates as a unified offering combining tactical bookkeeping, strategic financial leadership, and tax compliance. Services are delivered through a dedicated team supported by proprietary financial playbooks developed over 20 years. The product portfolio includes core services (Bookkeeping, Tax, Controller, CFO) alongside complementary offerings like Cleanup My Books and the annual AcuityCon conference. All services leverage partnerships with leading accounting software platforms (QuickBooks, Xero) and specialized tools (A2X, Avalara, Gusto) to deliver cloud-based financial management.

Differentiator

Problem solved

Functional benefit

Brands

• Catching Clouds: Ecommerce accounting services brand, particularly for Amazon and Shopify sellers, acquired through merger with Scharf Technology LLC.

Products and services

• Online Bookkeeping Services

Named customers2 records

Segments8 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration21 records

Feature2 records

Partnerships

22 partnerships are on record, tiered core, major, standard, flagship and minor.

• A2X for AmazoncoreTechnology or IntegrationAutomated accounting integration for Amazon marketplace sellers, handling sales, fees, cost of goods sold, and FBA inventory reconciliation. Key tool for serving ecommerce clients.
• Intuit QuickBookscoreTechnology or IntegrationPrimary accounting software platform. Acuity provides QuickBooks integration and certified expertise for client bookkeeping and accounting services.
• XerocoreTechnology or IntegrationOnline accounting software platform. Acuity holds Platinum Partner status with Xero and won the Xero Awards Website Winner recognition in 2024.
• GustomajorTechnology or IntegrationPayroll, benefits, HR, and compliance platform. Acuity offers 1-month free trial and exclusive access to Gusto's care teams for referred clients.
• ADPmajorTechnology or IntegrationHR, talent, time management, benefits, and payroll services. Integration for clients requiring enterprise-level payroll solutions.
• RampmajorTechnology or IntegrationFinance automation platform for controlling spend, saving time, and simplifying busywork. Acuity partners with Ramp for expense management and financial automation.
• AvalaramajorTechnology or IntegrationAutomated tax compliance software for sales tax nexus management across multiple states. Essential for ecommerce clients with multi-state obligations.
• Bill.commajorTechnology or IntegrationDigital business payments platform with 3 million members processing over $62B annually. Integration for invoice automation and bill pay services.
• ExpensifystandardTechnology or IntegrationExpense management, receipt scanning, and business travel platform. Recommended for client expense reporting and reconciliation.
• CartamajorTechnology or IntegrationCap table, valuations, investments, and equity plan management. Critical for SaaS clients requiring investor-grade equity tracking.
• ChargeOverstandardTechnology or IntegrationSubscription management and invoicing platform for managing customers, invoices, and customizable billing processes.
• SyndercoreTechnology or IntegrationEcommerce transaction and subscription reconciliation platform. Used alongside A2X for comprehensive Shopify and multi-channel ecommerce accounting.
• VeemstandardTechnology or IntegrationGlobal payments platform using SWIFT, treasury, and cryptocurrency (Bitcoin). Recommended for clients with international payment needs.
• VeradystandardTechnology or IntegrationAudit and accounting services specifically for blockchain assets. Supports cryptocurrency business clients with crypto accounting needs.
• JiravstandardTechnology or IntegrationFinancial and operational data integration platform for forecasting bookings, revenues, workforce, expenses, and cash flows.
• SyftstandardTechnology or IntegrationFinancial reporting, dashboards, and forecasting platform used by accountants and businesses for enhanced financial analysis.
• Relay FinancialmajorTechnology or IntegrationBanking platform endorsed as best bank for startups. Acuity holds Silver Partner status. Recommended for early-stage companies.
• JustworksstandardTechnology or IntegrationAll-in-one payroll, benefits, HR, and compliance platform for small businesses. Alternative to Gusto and ADP.
• OnPaystandardTechnology or IntegrationOnline payroll and HR services for small businesses. Additional payroll option for clients with simpler needs.
• SaaSOpticsstandardTechnology or IntegrationSubscription management platform for B2B SaaS businesses. Supports SaaS clients with subscription billing and revenue tracking.
• SorrenflagshipStrategic or Co-development PartnerAcuity joined forces with Sorren and 13 other like-minded firms across the country to form a larger network under the Sorren brand. This provides access to more resources, expertise, and service offerings, particularly in tax planning and tax services. Acuity operates as 'Acuity, Powered by Sorren' with no disruption to client services.
• Grow Resources (St. Lucia)minorOthersPartnership arrangement for employment of staff in St. Lucia. Part of Acuity's distributed workforce strategy across multiple countries.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bench Accounting: Bench provides online bookkeeping and accounting software for small businesses. Acuity explicitly markets itself as a Bench alternative, making them a directly competing modern bookkeeping service targeting similar SMB and small business customers.
• Bookkeeper360: Bookkeeper360 provides cloud-based bookkeeping, controller, and CFO services for small businesses. They share Acuity's model of outsourced accounting teams with Xero/QuickBooks expertise targeting growth-stage SMBs.
• Pilot: Pilot is a venture-backed online bookkeeping and CFO services firm focused on startups and SMBs. Acuity's own website explicitly positions itself as an alternative to Pilot, indicating they compete head-to-head for the same fractional accounting buyer.
• 1-800Accountant: 1-800Accountant is a national virtual accounting firm providing bookkeeping, tax, and advisory services to small businesses and entrepreneurs. They compete in the same SMB accounting services category with similar subscription-based service tiers.
• Kruze Consulting: Kruze Consulting is a CPA and accounting firm specializing in venture-backed startups, offering bookkeeping, tax, and CFO services. They overlap directly with Acuity's SaaS and high-growth startup segments with comparable fractional CFO and bookkeeping offerings.

Emerging players

• CFO Share: CFO Share provides fractional CFO services to growth-stage businesses. They overlap with Acuity's fractional CFO offering but typically specialize in the CFO layer rather than full-stack bookkeeping.
• Ignites (Founders CPA): Founders-focused CPA firms serve venture-backed startups with bookkeeping, tax, and CFO support. They overlap with Acuity's SaaS startup niche but typically operate at smaller scale and earlier stages.

Others

• Xero: Xero is a cloud accounting software platform and Acuity's Platinum Partner. While Xero is a software provider rather than services firm, they share the same target customer and Acuity's positioning as a Xero-certified expert bookkeeper is core to their GTM.
• Relay Financial: Relay Financial is a banking platform and Acuity technology partner that serves the same startup and SMB customer base. While not a direct competitor, they share target customers and operate a co-marketing referral partnership.

Broad incumbents

• BDO USA: BDO is a top-tier global accounting and advisory firm serving SMBs and growth-stage businesses. They compete with Acuity for clients as they scale beyond the SMB threshold into mid-market accounting and CFO advisory needs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/acuity_co

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Acuity