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About us
About Us | Our Services | FAQs

About Us

Acumen Fiscal Agent was founded in 1995 on a simple premise: There has to be a better, simpler, more personal and efficient way to provide accounting services to individuals with disabilities and their families.

Since then, we at Acumen Fiscal Agent have steadily grown by keeping that premise in mind and are now one of the largest providers of Fiscal Agent support working with both disabled and aging populations.

Acumen Fiscal Agent Team in Mesa, Arizona

Our mission statement:

Empowering people as employers, to have freedom of choice by providing exemplary fiscal agent support.

We approach each project with an attitude of: "How can we make life simpler for the people we serve?...How can we help them to save money?...Are we doing the best we can?"

We are one of the oldest Fiscal Employer Agents in the country specializing in working with self determined/self-directed populations and programs. We take great pride in our ability to listen to our customers and use what we have learned through our diverse experience to shape how we best meet their needs.

While research and theory are important, we've found that our value to our customers comes primarily from our ability to actually implement and follow-through on real projects that have a positive, long lasting impact on people’s lives.

What We Do for You, Our Customers

We offer the following services for our customers:

Our Values

Our values are the core of our company. Some of our values include:

Our Services

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Acumen Fiscal Agent is a national service based firm whose experienced and professional staff has the latest payroll, tax and accounting knowledge at their fingertips to ensure efficient and accurate service. We use state-of-the-art technology to ensure that the needs of our customers are met quickly and efficiently. We are experienced in both for-profit and non-profit sectors, and our programs range in size from a few employees to over a thousand.

Full Service Payroll and Customer Service for the Individual

The following are some of our services for individuals:

Accounting Services for Our Funders

We provide the following accounting services for our funders:

FAQs

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Acumen Fiscal Agent is the leading fiscal intermediary/Fiscal Employer Agent in the U.S. Fiscal Employer Agent Services are our specialty. We help hundreds of individuals, guardians, and caregivers take charge of the supports they and/or their dependents receive.

What is a Fiscal Employer Agent?

A Fiscal Employer Agent, also known as a fiscal intermediary relieves individuals, and their families of the tedium of writing vendor and payroll checks and paying withholdings to state and federal agencies.

What is the difference between a provider agency and Acumen Fiscal Agent?

A provider agency provides support services. If you use a provider, they supply staff and serve as the employer. Because the staff work for the provider agency, the agency is responsible for all the employer responsibilities: hiring, firing, training, payroll withholding and filing.

This will typically come at a higher cost. With Acumen Fiscal Agent, the individual receiving services is the employer. There fore you recruit, hire, schedule and train your own employees. Often this can mean more support for the same dollars and more control for the individual receiving services.

How do I know if I should use a provider agency or Acumen Fiscal Agent?

Being an employer is not for everyone. You are encouraged to weigh the pros and cons. There are provider agencies in states that do a good job and could be considered. But, if you want to employ your own support staff, be in total control of your support services, do some paperwork, and get more services for your money, Acumen is your choice.

Can I do both?

In most states the answer is yes. Within the rules established by your program you have the flexibility to employ all of your supports directly or you can buy just the pieces you want from an agency. You can mix and match support options as your needs change.

Acumen Fiscal Agent will be there to help you regardless of what combination you choose.
Acumen Fiscal Agent is one of the largest and oldest Fiscal Employer Agents in the nation. We help hundreds of individuals and their families take charge of the supports they receive.

 

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