Acuity Pricing: Fees, Scope and Quote Questions
Review Acuity pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Acuity cost?
A numeric fee was not verified in the official sources reviewed.
Request a current written quote. This does not mean the firm has no public prices; it means this guide does not have a verified amount for your engagement.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from Acuity.
Which engagement are you pricing?
Acuity is included in this comparison for outsourced accounting, bookkeeping, and CFO support.
A relevant buyer profile: Businesses needing a dependable finance operation and advisory reporting.
You need operational finance help, but a property acquisition or ownership change also requires a tax plan.
Ask how the accounting team coordinates with whoever provides transaction-specific tax advice.
Monthly accounting and year-end work
Provide monthly transactions, bank and credit card accounts, accounting software, expense volume, and the last reconciled month. Separate monthly accounting from cleanup, payroll, tax preparation, and strategic planning. Annualizing the subscription alone can understate first-year cost.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | Who translates monthly reports into a transaction planning model? |
| Responsibility | What cleanup must be completed before the recurring package starts? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating Acuity for outsourced accounting, bookkeeping, and CFO support. You need operational finance help, but a property acquisition or ownership change also requires a tax plan. Who translates monthly reports into a transaction planning model? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. What cleanup must be completed before the recurring package starts?
Compare Acuity with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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Talk Through Your Situation
Every situation turns on its own facts. Schedule a discovery call and we will walk through what applies to you, what it is worth, and what it would take to put it in place.