Counting on Acuity: How R Accounting Group Simplifies Scheduling

After years in corporate finance, the skilled accountants at R Accounting Group noticed that small businesses were missing out on the strategic financial insights that larger companies rely on to thrive. What started as a side-gig grew into their full-time mission in 2019.

“Focused on the numbers, driven by results.”

Founded by Sheri Radler, CPA, CMA, R Accounting Group specializes in outsourced accounting, controllership, and FP&A services for growing businesses. Their goal is to help business owners prepare for whatever comes next—whether that’s scaling up, navigating an acquisition, or just running their operations more smoothly.

“We believe that solid financial foundations are the key to sustainable growth,” Radler shares, “and we’re passionate about giving business owners the insights they need to make confident, strategic decisions.”

Untangling the scheduling dance

Before scheduling software, booking clarity calls was a constant hassle for R Accounting Group, leaving both clients and staff frustrated and stressed. “We were just tired of the endless back-and-forth of trying to find a time that worked for everyone. It felt like a scheduling dance we couldn’t escape!” Radler recalls.

They needed a seamless way to book appointments that would make it easy to connect, giving them time back to empower businesses of all sizes to reach financial success.

“We needed something simple that made booking clarity calls easy and painless. That’s when we found Acuity Scheduling. We were hoping it would save us time and make the whole process smoother—for us and our clients—and it delivered!”

Why Acuity Scheduling stood out

When searching for a scheduling solution for their accounting business, R Accounting Group evaluated several options, but Acuity Scheduling emerged as the clear winner. Thanks to the seamless integrations with their favorite third-party apps, Acuity worked with what already worked.

“The ability to sync with our website, Outlook, and Zoom was a huge win for us,” Radler says. “It meant that our scheduling process could flow effortlessly, from clients booking on our site to meetings showing up in our calendar and Zoom links being generated automatically.”

With multiple staff, R Accounting Group also appreciated the ability to manage appointments across multiple calendars. Acuity gave them the flexibility they needed to adjust their availability and schedules for specific dates on the fly, keeping the business running smoothly around the clock.

Radler emphasizes, “Acuity just fit into our workflow perfectly—it felt like the solution to make scheduling smooth, efficient, and stress-free for both us and our clients.”

Driving financial success with smooth scheduling

Now, Acuity Scheduling is an essential part of R Accounting Group’s operations, helping them make the most of their time. Here’s how the scheduling software supports their business today:

Streamlined booking: Clients check real-time availability and book appointments directly from their scheduling page, eliminating back-and-forth emails and phone calls.

“With Acuity, clients can book appointments at their convenience, anytime, without waiting for us to respond. It’s improved their experience and made us more accessible—no stress, no aggravation, just smooth scheduling!”

Better client experience: Automated questionnaires sent to clients upon booking ensure Radler and her team are ready for every call. “This means we’re prepared, and they feel taken care of right from the start.”

Fewer no-shows: Acuity’s email and SMS reminders keep clients and staff on track, reducing missed meetings.

Flexible calendar management: Multiple calendars for Radler and R Accounting Group’s Director of Client Services enable quick adjustments anytime.

“By handling all these details for us, Acuity frees up our time to focus on what really matters,” Radler reflects.

The impact: more time saved, more clients satisfied

Implementing Acuity’s scheduling software has been transformative for the business. R Accounting Group has saved countless hours, improved efficiency, and enhanced client satisfaction, too.

“Acuity has been a game changer for us! It’s cut down the endless back-and-forth with clients trying to find a time that works, and the automatic reminders have seriously reduced missed meetings. The result? More time saved, smoother scheduling, and a much more efficient process. Our clients love how easy it is to book, and we love having that time back to focus on what really matters—serving them better!”

Looking ahead, Acuity will remain a vital partner in R Accounting Group’s growth. With customizable features that can flex to their needs at any moment, they’re confident that they’re in good hands—and so are their clients.

“We see Acuity continuing to be a huge part of our workflow as we grow,” Radler says. “Its ability to streamline scheduling, reduce no-shows, and make it easy for clients to connect with us is already a game changer. As we expand, having a reliable scheduling tool means we can focus on delivering high-level services without getting bogged down in logistics.”

Strategic advice for financial peers

To other financial service providers considering Acuity Scheduling, Radler offers this advice:

“Give it a try for 90 days and see how much smoother your scheduling becomes! Acuity is such a simple solution, but the impact on your efficiency and workflow can be huge. It takes the hassle out of booking and frees up your time for what really matters. You might wonder how you ever managed without it!”

She also encourages business leaders to embrace new technologies and automations, which can take menial tasks off your plate and set you on a path to growth.

“It’s all about working smarter, not harder—less time on data entry, more time on building workflows and using software to handle the heavy lifting. Embrace the tech that helps you stay efficient and lets you focus on what you do best.”

Ready to transform your schedule?

If you’re ready to simplify your scheduling and focus on what you do best, try Acuity Scheduling for free today.

“Acuity has truly simplified our scheduling process, and we can’t wait to see how it continues to evolve,” Radler concludes. “If you’re looking to streamline your workflow, give it a try. You won’t regret it!”