Leadership in Transformation: Finance Consultants Share Business Advice
During a disruption like COVID-19, businesses familiar with the theory of leadership in transformation tend to perform better.
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Atlanta CPAs that Love Business Optimization
Our accountants offer tax planning and preparation, bookkeeping, software integration and CFO advisory all in one. Financial optimization is our game because we love saving companies time and money. We are early-adopters of innovative technology and going paperless. Learn more about our journey from a small Atlanta CPA business in a one-bedroom condo ten years ago!
Our Services
Let our team of Atlanta CPAs take the stress out of tax deadlines. No more nasty surprises like penalty fees! Let’s put our experience to work to save you money with tax planning. Don’t just put out the fire, but also streamline your tax deductions. Our team specializes in complex, multi-state tax filings for SMBs and enterprises. We are based in Atlanta and cover the whole USA.
Efficient outsourced accounting, bookkeeping, and cash flow management services cannot be cookie-cutter. Let our team of accountants analyze your needs and manage the tedious tasks you’re ready to hand over. Our team loves giving entrepreneurs the opportunity to utilize their financial data with confidence. They’re professional accounting experts who are passionate about efficient systems and laying the foundation for sustainable business growth.
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 has been compiled both by studying common business management literature and applying these methods in businesses in various industries.
To make smart, data-driven decisions, you need software that integrates with your various business processes. Our team can help your choose the right software for your company’s unique needs. Talk to our experts about how intuitive software can make a difference in your organization’s bottom line: from finance to marketing, sales and operations.
Make the Most of NetSuite
Implementation with a team of experts
Consider implementing and optimizing the world’s most popular ERP with a team of professional NetSuite partners and accountants
Meet Our Atlanta CPA Team
Trevor McCandless, CPA, MTax
Trevor is our CEO and Visionary. His professional tax and accounting expertise cover Multi-Location Retail, Real Estate, IT, Law, Dental, Advertising, and much more. He likes to spend time at his cabin just outside Atlanta where he can fish.
Steven Sumners, CPA, MAcc
Steven has been with Fusion CPA for a long time and specializes in Law Firms, Advertising, and Marketing Agencies. He most enjoys being a proactive adviser to clients to help them understand their finances better. He enjoys building successful businesses with his 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 business goals with her help.
Petra Assimiti, CPA, MBA
Petra is a tax and accounting manager, specializing in IT, Dental, Law and eCommerce. Her hobbies include skiing, hiking, and photography. She is from Prague.
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 Integrations Manager, Danielle keeps things together. She streamlines the company’s priorities and makes clear communication possible. She’s also the partner integrations expert.
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Strategic Insights and Resources
From the front lines of financial optimization
Niche 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.
How to Provide “View Only” Bank Account Access to Your Accountant
Many accountants recommend that you pay invoices and receive payments directly through your bank. Here’s how to provide view only bank account access.
Best Business Books of All Time – Chosen by our CEO
I am Trevor McCandless, CEO of Fusion CPA. If you talk to the people who know me the best, they will tell you I am an avid reader. Taking golden nuggets from some of the best business books of all time has made our small business successful.
What Is Microsoft Dynamics GP’s Alternative Software?
What is Microsoft Dynamics GP and what is changing with the software? Is there a better software to migrate to? We have the answers.
The Ultimate NetSuite Implementation Checklist
NetSuite Implementation takes a lot of work and know-how to execute successfully. Our team of software integrators and accountants take you through our NetSuite implementation checklist.
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