acuity accounting

At Acuity, we strategically partner with our clients to work as an extension of their teams. Our ability to hire, train and retain top finance talent remains our main differentiating factor. Our firm’s capital markets research heritage has helped us understand and manage requirements of Fund Administration teams.

Our tax center can give you a hand with calculators and refund tracking tools. We are frequently featured in industry publications and media outlets for our innovative approach to the insurance business. Acuity strives to be the easiest carrier for agents to do business with by providing a broad underwriting appetite, free continuing education, and dedicated underwriters.

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Stevi heads the Portfolio Research and Operations (PRO) practice including middle-office operations at Acuity Knowledge Partners. He oversees teams supporting asset and wealth managers, fund houses and hedge funds in investment/portfolio operations and portfolio management. He has over 15 years of experience in the investment management industry across portfolio risk analytics, middle-office operations, manager research, investment reporting and data management. We also provide support on capital activity, administrative tasks (including invoicing support), investment management regulatory reporting and portfolio management. Start with the foundation of online bookkeeping services and add-ons that take the tactical and day-to-day items off your plate. Use us to comply with federal and state income tax.

acuity accounting

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. These examples are programmatically compiled from various online sources to illustrate current usage of the word ‘acuity.’ Any opinions expressed in the examples do acuity accounting not represent those of Merriam-Webster or its editors. 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. From no-code solutions, to simply having better processes, set your business up to scale.

Your needs change. Our add-ons are designed to grow with you.

For accrual accounting and more complex needs, lean on your controller and accountant. Managing your finances is often a challenge for individuals, independent contractors, and business owners. Our firm expands its focus beyond your everyday needs to deliver short-term and long-term accounting solutions that save time and preserve resources. Our innovative, analytical insights will make sense of your finances, lower your tax exposure, and increase profits so your business can grow.

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