We offer tax planning and preparation, bookkeeping, software integration and CFO advisory all in one - we love saving companies time and money
Our Services
Bookkeeping
Outsourced accounting, bookkeeping, and cash flow management are rarely cookie-cutter. Entrepreneurs balance expansion, revenue, employee recruitment, payroll, invoicing, compliance, and the list goes on. Let our team manage these tasks to not only save you money, but also free up your time so you can focus on growing your business.
Software Integration
Our team of finance experts can help your choose the right software for your company's unique needs. To make data-driven decisions, you need software that gives you a clear snapshot of your organization’s financial health. Talk to us about how intuitive software, optimized by our experts, can make a difference in your organization.
Taxes
March 15, April 15, September 15, October 15 - you know the dates. Let our team of Atlanta CPAs take the stress out of tax deadlines and put our experience to work in all aspects of your business. Don’t just put out the fire, but also streamline your tax deductions with proper tax planning. No more nasty surprises!
Business Advisory
We provide Outsourced CFO services to growth-focused entrepreneurs and companies. We help you realize your goals by implementing very practical measures to optimize operations, finance, sales and marketing teams. Our process gets measurable results so you know what to expect from your teams.
Fusion CPA's Testimonials
Ask Us About Finance Software Integration
Atlanta's Top CPAs

Trevor McCandless, CPA, MTax
Trevor is our CEO and Visionary. His tax expertise include professional services (Law Firms, Dental offices, Advertising Agencies, etc.), Multi-Location Retail, Real Estate, and IT.

Steven Sumners, CPA, MAcc
Steven has been with Fusion CPA for a long time and specializes in Law Firms, Advertising, and Marketing Agencies. He enjoys being a proactive adviser to clients.

Katherine Harrington, CPA, MAFM
Katherine focuses on bookkeeping and tax planning for a plethora of industries and has a particular dexterity for the Dental industry. She finds it rewarding when clients reach their financial goals.

Mei Zhu, CPA, MAcc
Mei enjoys helping clients make sense of US tax law. Her expertise cover many industries, including Legal, Medical, and Marketing. Her hometown is Liaoning, China.

Danielle Palmer, BBA
As Integrator, Danielle keeps things together. She's also the partner integrations expert.
Strategic Insights and Resources
From the front lines of financial optimization
We want to share what we know in order to help the industries we serve. We've been helping entrepreneurs for the last ten years and pride ourselves in being thought leaders.
Corporate Tax Filing Deadline 2021 and Year-end Tax Planning Tips
It's that time of the year again where businesses are preparing their end-of-year tax. Corporate income tax is the third largest source of revenue for the federal government. While the amount collected for corporate income tax pales when compared to individual income tax or payroll tax, it still accounts for 1.1 percent of the US GDP.
C-corporations are taxed at a rate of 21 percent by the United States government. In 2019, corporate...
moreHow did COVID-19 Affect Business Acquisitions?
COVID-19 affected business acquisitions - let's find out how. When discussing how the coronavirus impacts businesses, people think in somewhat basic terms. They assume the pandemic forces some companies to close or hurts revenues with others. The effects prove more far-reaching. Such effects become visible when looking at how the outbreak affects mergers and acquisitions.
Mergers and acquisitions remain a vital part of...
moreLeadership in Transformation: Finance Consultants Share Business Advice
During the beginning of 2020, your business may have been following a strategic plan based on the previous year's data and assistance from your finance consultants. Looking at the information related to sales and profits likely offered a greater understanding of the elements driving your revenues. While this can help an economic environment without any major disruptions, your strategies may not have been suited to a world facing a highly...
moreWorking with NetSuite Accounting Support Specialists
Incorporating NetSuite into your business provides flexibility, workflow automation, and the ability to scale. However, utilizing this agile enterprise software solution to its full potential may require assistance from an experienced NetSuite software integration expert.
moreNiche Market Strategy: How Software Can Help with Every Step
Most marketers strive to cast a wide net. They want to reach as many customers as possible. However, if you are a marketer targeting a niche industry, your target market is relatively small. From a marketing standpoint, it might feel like targeting a niche market puts you at a disadvantage.
However, there are several advantages to targeting a niche market. Much of your success will depend on your ability to create a niche market...
moreHow to Provide "View-Only" Business Account Access to Your Outsourced Accountant
Accountants and bookkeepers are responsible for recording, organizing, and analyzing your business transactions. Among these transactions, your dealings with banking institutions may be the most common one. Most accounting institutions recommend that businesses pay invoices and receive payments directly through their banks. Hence, for small business bookkeepers, your banking statement is one of the easiest ways they can gather information...
moreIndustries We Specialize In
Some of our Clients

American Family Insurance

Atlanta Law Group
