Frequently Asked Questions
What services does Acuity and Ally provide?+
We offer two core services: Accounting & Bookkeeping (accounting oversight, financial recordkeeping, expense verification, invoice review, and compliance monitoring for businesses and individuals) and Tax Services (tax preparation, compliance, and year-end reporting for individuals and businesses). Each service is tailored to your specific needs.
How are client accounts protected?+
We maintain comprehensive professional liability insurance and follow strict internal protocols. We employ advanced data encryption to protect financial records and personal information.
What credentials does your team have?+
Acuity and Ally Services is led by Sonia Stewart, a licensed Certified Public Accountant (CPA) in the state of Georgia with a Masters in Accounting and experience as a corporate controller for a publicly traded company. Our team brings extensive experience in accounting and tax preparation, with professional certifications and ongoing education to stay current with industry standards and regulations.
How can I access my financial records?+
All clients receive 24/7 access to our secure online portal powered by SmartVault. Through the portal, you can view transaction history, contracts, agreements, receipts, detailed account activity, and other pertinent documentation at any time. SmartVault uses AES-256 data encryption and is accessible from your computer, phone, or tablet.
What are your fees?+
Our pricing is based on the specific services you need and the complexity of your engagement. We believe in transparent pricing with no hidden fees. Please contact us for a free consultation and we'll provide a detailed quote tailored to your needs.
How do I get started?+
Getting started is easy. Simply contact us by phone at 770-904-1404, email us at info@acuityandally.com, or fill out the contact form on our website. We'll schedule a free consultation to understand your needs and explain how our services can help. From there, we'll create a customized plan and get you set up quickly.
What types of clients do you serve?+
We serve individuals and organizations who need specialized accounting and tax services, with particular expertise in the assisted reproduction and fertility space. Our clients value precision, transparency, and dedicated personal service. Whether you need accounting and bookkeeping services or tax preparation, we tailor our services to your specific situation.
What does the typical process look like?+
Clients or their authorized representatives submit requests and initiate transactions. Our team documents and reviews each request, verifies accuracy against contractual terms, and provides updated detailed reporting. This process ensures organized recordkeeping and transparency throughout.
Is my information secure?+
Yes. We use SmartVault as our secure online portal, which employs AES-256 data encryption and meets strict safety and security standards including HIPAA and GDPR compliance. Our systems are regularly updated and monitored to protect your financial records and personal information.