What Acclarity does

Acclarity is a U.S.-based accounting and finance advisory firm headquartered in Fort Lauderdale, Florida, founded around 2000 and rebranded to its current name in March 2025. The firm delivers seven integrated service lines: General & Operational Accounting, Strategic Financial Planning & Analysis, Interim & Outsourced Management, Transaction Transformation Advisory, Governance/Risk/Compliance, Information Technology & Business Intelligence, and Valuation. Delivery is people-led, with a bench of 70+ professionals including CPAs, CFAs, CISAs, and former CFOs/Controllers drawn from Big 4 backgrounds, providing fractional, interim, and project-based financial leadership across 10+ industries spanning private equity, healthcare, manufacturing, technology, energy, financial services, and nonprofit sectors.

The firm leverages a third-party technology stack including ERP systems (NetSuite, Great Plains, QuickBooks), analytics platforms (Alteryx, Power BI), and automation tools to support client engagements, supplemented by a proprietary Financial Health Check (FHC) diagnostic framework. Acclarity's go-to-market is consultative direct sales targeting CFO-level and finance leadership buyers at enterprises, mid-market companies, and high-growth startups, supported by thought leadership content, industry events, and referral networks across U.S. regions.

Revenue is generated entirely through professional services engagements priced on a project, hourly, or monthly retainer basis, with no product or platform revenue streams disclosed. The firm operates without disclosed external PE/VC backing and is led by CEO Carlos Damasceno (joined 2024) and CPO Sofi Wade (joined June 2024), who have installed a new executive team since the 2025 rebrand to formalize growth and enterprise sales execution. Notable third-party validation includes Honda's 2026 Outstanding Value Supplier Award, for which Acclarity was one of only six suppliers selected from over 5,600 indirect procurement partners.

Name

Acclarity

Legal name

Acclarity

Website

https://acclaritygroup.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

101–250 employees

Short description

Acclarity is a Fort Lauderdale-based accounting and finance advisory firm with 70+ professionals delivering outsourced accounting, FP&A, interim CFO, transaction advisory, GRC, IT/BI, and valuation services to enterprise, mid-market, PE-backed, and high-growth clients across 10+ U.S. industries.

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Accounts Receivable (Invoicing, Cash Application, Deductions) (BPAAAGAB)

akta.pro secondary industry

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA)

Keywords

• Outsourced accounting services
• Financial advisory
• Interim CFO services
• Transaction advisory
• Business intelligence consulting

Headquarters

HQ city

Fort Lauderdale

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, Marketing or Sales, Operations

Revenue model

1. Professional Services - Accounting & Finance Advisory: Revenue generated from providing outsourced accounting, financial planning & analysis, interim CFO/controller services, and strategic finance advisory. Services are delivered through project-based engagements, ongoing retained relationships, and fractional/executive placement.
2. Transaction & Compliance Services: Revenue from M&A advisory, IPO readiness, acquisition accounting, carve-out support, SOX compliance, and transaction transformation services. Typically project-based with defined scope and deliverables.
3. Technology & Business Intelligence Services: Revenue from ERP implementation, IT advisory, data analytics, business intelligence solutions, and process automation services. Includes vendor selection, PMO leadership, and system integration support.
4. Valuation Services: Business, enterprise, and asset valuation services for financial reporting, M&A transactions, estate planning, ESOPs, and tax purposes. Also includes fairness opinions and quality of earnings studies.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Acclarity is a people-powered business advisory firm delivering outsourced accounting, strategic financial planning & analysis, interim/fractional CFO and controller management, transaction transformation advisory (M&A readiness, IPO readiness, carve-outs, quality of earnings), governance/risk/compliance (SOX, internal audit), information technology and business intelligence (ERP implementations, dashboards, advanced analytics), and valuation services. Engagements are delivered as fully outsourced, supplemental, or project-based work for enterprises, mid-market companies, PE-backed firms, and nonprofits.

Product overview

Acclarity is a business advisory and consulting firm operating under a single unified brand that provides people-powered accounting, finance, and technology solutions. The portfolio consists of seven core service lines: General & Operational Accounting, Strategic Financial Planning & Analysis, Interim & Outsourced Management, Transaction Transformation Advisory, Governance Risk & Compliance, Information Technology & Business Intelligence, and Valuation. These services are delivered by a team of certified professionals (CPAs, CFEs, CISAs) and are offered flexibly as fully outsourced, supplemental, or project-based engagements across industries including private equity, healthcare, manufacturing, technology, and financial services.

Differentiator

Problem solved

Functional benefit

Products and services

• General & Operational Accounting Day-to-day accounting services including financial close, reporting, audit readiness, G/L maintenance, compliance, tax support, budgeting, cash flow management, and process improvement for organizations of all sizes.
• Strategic Financial Planning & Analysis Financial planning, budgeting, forecasting, cash flow management, working capital analysis, KPI development, and management reporting to drive strategic business decisions.
• Interim & Outsourced Management On-demand outsourced, fractional, and interim CFO, controller, and accounting leadership services to guide company growth through transitions, high-growth stages, or crisis situations.
• Transaction Transformation Advisory Strategic guidance for complex transactions including buy-side and sell-side readiness, IPO readiness, carve-outs, acquisition accounting, merger integration, and quality of earnings studies.
• Governance, Risk & Compliance Internal audit support, enterprise risk management, SOX/J-SOX compliance, internal controls remediation and automation, and IT general controls assessments to help organizations manage regulatory obligations.
• Information Technology & Business Intelligence ERP vendor selection and implementation, systems integration, PMO leadership, business intelligence dashboards, data warehouse design, advanced analytics including forecasting and predictive modeling, and robotic process automation.
• Valuation Independent business and asset valuations for financial reporting, M&A, estate planning, ESOPs, corporate tax, fairness and solvency opinions, and quality of earnings studies.

Quantifiable outcome

• 500%+ ROI achieved for healthcare client through accounts receivable identification and data transparency improvements
• +3 more outcomes

Named customers4 records

Segments11 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• BDO USA: BDO USA is the largest mid-market accounting and advisory firm offering outsourced accounting, CFO advisory, transaction advisory, valuation, GRC, and BI services to PE-backed and mid-market companies — directly competitive with Acclarity's seven-line service portfolio and target customer base.
• RSM US: RSM US is the leading middle-market audit, tax, and consulting firm with deep PE and healthcare practices; its outsourced finance and transaction advisory services overlap directly with Acclarity's core offerings and industry segmentation.
• Grant Thornton Advisors: Grant Thornton provides outsourced accounting, FP&A, transaction advisory, valuation, and BI services to mid-market and PE-backed companies; Amanda Dudley (Acclarity VP Marketing) was previously at Grant Thornton, underscoring the direct overlap in business model and buyer.
• Marcum LLP: Marcum is a top-15 accounting firm offering outsourced accounting, CFO, M&A advisory, valuation, GRC, and technology consulting to mid-market clients — directly competing with Acclarity across every service line.
• CBIZ, Inc. CBIZ provides accounting, tax, advisory, GRC, and technology services to middle-market businesses, including fractional CFO and outsourced finance capabilities that mirror Acclarity's interim-outsourced management service line.
• Plante Moran: Plante Moran is a major mid-market accounting and business advisory firm with dedicated PE, healthcare, and manufacturing practices delivering outsourced accounting, transaction advisory, and BI services comparable to Acclarity's.
• Wipfli LLP: Wipfli is a top-20 accounting and consulting firm serving mid-market organizations with outsourced accounting, FP&A, technology implementation, and BI/analytics practices that directly overlap Acclarity's PE and healthcare segments.
• WithumSmith+Brown: Withum provides advisory, accounting, tax, and technology services to PE, healthcare, and tech clients including outsourced finance leadership and transaction services — a direct service and customer overlap with Acclarity.

Emerging players

• Kreischer Miller: Kreischer Miller is a mid-Atlantic-focused accounting and advisory firm offering outsourced accounting, CFO, and transaction services to PE-backed and mid-market clients — a regional peer with comparable offerings though smaller scale than Acclarity.
• CFO Services / TGG Accounting: TGG Accounting is a fractional CFO and outsourced accounting firm focused on PE-backed and growth-stage companies — a more focused competitor in the interim and outsourced CFO niche that overlaps Acclarity's primary PE segment.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/acclarity-group
• Xx.com/acclaritygroup
• Facebookfacebook.com/acclaritygroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Acclarity