Fusion CPA Accountants and Tax Specialists
We've been revolutionizing US business financial management and tax planning since 2011.
Who We Are
Fusion CPA offers more than just expert tax and accounting services; we are strategic allies in achieving financial growth. Our CPAs prioritize the development of businesses of different sizes and across various industries.
With roots in San Juan, Puerto Rico, and a bustling hub in Atlanta, GA, our paperless approach isn’t just environmentally friendly – it’s the key to unlocking seamless collaboration no matter where you are.
Our team doesn’t just work for you; we partner with you for growth and innovation.
Modern companies need financial partners who speak the language of innovation, not just debits and credits. But numbers are only half the story – and that’s where we come in. We’re not your average accountants; we’re financial visionaries and accounting software solution specialists. Our team is dedicated to ensuring your financial success, and turning your data into actionable insights.
Our holistic approach to finance reshapes your bookkeeping and accounting practices to save you time and increase efficiency. We also pride ourselves in uncovering tax strategies that can potentially keep more money where it belongs: in your pocket. With a cutting-edge approach to technology and cybersecurity protocols, we can also help you streamline your processes and keep potential threats at bay.
What We Do
We aren’t just about balancing the books; we’re about strategizing for secure expansion. Our approach is guided by the Entrepreneurial Operating System® – a compass of focus, discipline, and accountability – but our toolkit is powered by tech.
We optimize your accounting processes while fortifying your financial journey. It is our goal to help businesses of all sizes implement winning strategies to scale safely.
Unveiling the bigger picture
Our approach to accounting is staying agile – and a big part of that is listening to what you want. Crunching numbers and pouring over messed-up spreadsheets can be tedious – we won’t lie – but when we see our clients benefit from our work it makes it all worth it.
We dig deep to understand what you need and how we can integrate our team’s expertise to really serve those needs.
Here's a glimpse into how we add value to our clients:
We offer businesses of all sizes and industries reliable software solutions and tailored integrations to simplify data integration for accurate financial reporting. This includes everything from software implementation, data migration and troubleshooting support. And all the while, we’ll take every precaution to ensure data integrity for your business.
We leverage tools like FloQast, along with custom tools such as Power Automate, APIs, and Excel, to streamline and automate the month-end closing process. This results in cleaner data, faster closing times, and accelerated reporting and KPI generation. That way, we empower you for better decision-making.
With platforms like Tipalti and Versapay, we streamline your accounts payable and accounts receivable processes. We also have the expertise to create custom workflows tailored to specific requirements, in order to utilize the native capabilities of accounting software like NetSuite.
We leverage powerful tools such as Power BI, analytics, data warehousing with Panoply, and NetSuite’s Saved Searches and Web Query to deliver insightful business intelligence and reporting solutions. Our expertise in APIs allows us to integrate data from various sources, including NetSuite Financials, marketing analytics, time sheets and CRMs like Salesforce, and more
Our team provides automated data analytics and dashboards, connecting seamlessly with Panoply. We offer training and support to leverage the power of Power BI, enabling clients to make data-driven decisions.
Our team enhances the internal control environment of businesses by providing approval and review processes, to ensure enhanced segregation of duties. We also assist in creating SOPs and workflows, promoting consistency, quality assurance, and risk management.
Tailored Pricing Plans to Match Your Business
About Our CEO and Founder
Trevor McCandless founded Fusion CPA in 2011 when he wanted to take his career as a tax accountant to the next level. Running his own business gives him a unique understanding of what entrepreneurs experience on a daily basis. He uses his interest in business growth strategies to advise other companies with the help of a global team. He believes that you need different perspectives to stay agile as a CPA firm. After all, diversity makes us stronger.
This approach leads to greater efficiency and accuracy, which is vital for a CPA!
Trevor McCandless
CPA, MTax
Chief Entrepreneurial Officer
Meet our team of skilled CPAs
Our CPAs are committed to delivering comprehensive financial solutions that drive efficiency, accuracy, and compliance. Our expertise spans a number of industries, including technology, staffing, real estate, private equity, marketing, law, healthcare, entertainment, and e-commerce. We have over 40 years of combined experience with NetSuite and can help any business navigate the software to suit their needs.
Our team is dedicated to staying ahead of the curve, and our business is centered around empowering companies to focus on their core operations while leaving their accounting and financial needs in capable hands.
