Acumen Accounting & Tax Services
CFO Level Insight Without the Full-Time Overhead
We deliver cash forecasts, budgets, pricing and margin reviews, and reliable reporting that supports confident, well-managed growth.
It May Be Time To Switch If...
You’ve outgrown basic bookkeeping reports.
Cash feels tight even as sales rise.
You’re preparing for financing, expansion, or key hires.
Why Choose Us For Fractional CFO & Advisory
Clarity
Focused analysis that identifies margin pressures, underperformance, and opportunities to scale.
Discipline
Practical strategies to stabilize cash flow, fund growth, and manage debt responsibly.
Insight
Decision-ready reports that translate complex data into actionable direction for the business.
Unmanaged growth creates cash strain and hidden margin losses.
Growth only works when revenue and expenses move in sync. We track your break-even point, align rising costs with realistic revenue targets, and monitor cash flow forecasts to ensure cash adequacy. The result is a clear view of when you can invest, hire, or pull back—before pressure hits your bottom line.
Monthly Financials
Statements with insights, variances, and next-step recommendations.
Key Performance Indicators
See what’s working, what’s slipping, and where to take action.
Owner Support
Guided support on owner pay, draws, distributions, and tax-efficient planning.
We Help Businesses Like Yours
Some of the Industries We Serve
Automotive Service Providers
Comprehensive accounting for auto repair shops and car washes with equipment depreciation guidance and industry-specific financial reporting.
Real Estate Professionals
Complete accounting services for real estate brokers, including commission tracking, transaction management, and tax optimization strategies.
Personal Care & Beauty Services
Business accounting for hair salons and barbershops, including cash flow management and industry-appropriate tax planning strategies.
Attorneys & Legal Professionals
Full-service accounting for attorneys and law firms, handling business operations, compliance, and professional tax planning needs.
Mental Health Professionals
Standard business accounting services for mental health professionals, helping manage practice finances, compliance, and professional tax obligations.
Non-profit Organizations
Tailored accounting services for nonprofit organizations, supporting fund management, donor reporting, and regulatory compliance.
Common Questions
Get Answers Before You Decide
Bookkeeping records the past, tax prep reports the past, and CFO services guide your future.
Support is scheduled around your goals and business pace, with each review including KPIs, budget-to-actuals, and a cash-flow forecast.
You have direct access as needed between meetings for questions, clarifications, and decision support. Brief issues are handled promptly, and anything more involved is scheduled into the next review so nothing stalls your momentum.
You may need CFO services if you’re making decisions without clear financial visibility. Signs include rising revenue with cash strain, unclear margins, inconsistent owner pay, difficulty forecasting cash needs, or uncertainty around when to hire, invest, or pull back. If your business is growing and the financial side isn’t keeping pace, CFO support brings structure, clarity, and forward-looking guidance.
Still have questions?
