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Account Process Outsourcing (APO) Services

Acumen's accounting expertise offers businesses a cost effective alternative to a full time/in house controller for generating accurate financial information. Regardless of which phase your business is in, our team can help meet your accounting needs.

Business owners often face a variety of difficulties. Ever changing business environments create many demands, and generating reliable financial information can become challenging.

Acumen has developed a standardized process for recurring accounting services that offers our clients an efficient way to produce accurate financial reporting. Our services include:

  • APO Assessment and set up
  • Process Documentation
  • Month-End/ Quarter-End Close Reviews
  • Internal Control Reviews
  • Customized Ratio Analysis
  • Audit Prep
  • Budgeting and Forecasting
  • Controller/CFO Services
  • QuickBooks Assistance


We know timely and reliable financial information is key to managing your business. Our APO Services provides solutions for growing, progressive organizations with a responsive, holistic approach by highly knowledgeable staff who are enthusiastic about their role in serving clients.


Bookkeeping Services

Acumen offers a variety of bookkeeping services that can be combined with our APO services or provided on a stand-alone basis. Bookkeeping services may include: 

  • Accounts Receivable
  • Accounts Payable
  • Banking - Online banking, downloading transactions, paying bills, recording deposits and bank reconciliations
  • Credit card processing and reconciliation
  • Payroll processing and recording payroll activity
  • Monthly journal entries
  • Chart of accounts set-up
  • Cash flow analysis
  • General financial statements for management


Consulting Services

We offer a broad range of consulting services, which include some of the following:

  • Entity selection or restructuring
  • Cash flow and budgeting analysis
  • Financial projections and forecasting
  • Business valuation
  • Mergers, acquisitions and sales
  • Debt and finance advising


Tax Services

Acumen's tax team guides our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our tax services include all quarterly and/or yearly required filings for individuals, businesses, trusts, not for profits and other entities for federal, state and local tax needs. Our tax services include the following:

  • Tax Planning
  • Estate and Trust Planning
  • Tax Preparation
  • IRS representation


Audit & Attest Services

Acumen provides Audit and Attest Services to meet your level of assurance.

  • Audits

    Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

  • Reviews

    Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

  • Compilations

    Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.