We understand that with technological advances and the ever-evolving business landscape, modern companies need financial partners who speak the language of innovation, not just debits and credits.
In a world where data is gold, we have become obsessed with ensuring the financial success of our clients. Our holistic perspective reshapes your bookkeeping for efficiency, while our cutting-edge approach to technology and cybersecurity protocols keep potential threats at bay.
At Fusion CPA, we’re more than a tax accounting service; we’re your strategic allies in achieving financial growth. Our CPAs prioritize the development of businesses of different sizes and across various industries.
With our 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.
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. It is our mission to reveal unseen opportunities that your business might be overlooking amidst the hustle and bustle.
With a fresh perspective, we reshape your bookkeeping and accounting to save you time. We pride ourselves in uncovering tax strategies that can potentially keep more money where it belongs: in your pocket.
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.
With state-of-the-art technological solutions, we optimize your accounting processes while fortifying your financial journey against cyber vulnerabilities. It is our goal to help businesses of all sizes implement winning strategies to scale safely.
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.
Our approach to accounting is staying agile – and a big part of that is listening to what you want. Most businesses need their accounting processes streamlined so they can use accounting software efficiently. We dig deep to understand what a business needs from their CPA firm and how we can integrate our team’s expertise to really serve their needs.
We offer businesses of all sizes and industries reliable software solutions and tailored integrations to simplify data integration for accurate financial reporting. Our services in this regard include everything from software implementation to data migration while taking every precaution in ensuring 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, empowering better decision-making for our clients.
With platforms like Tipalti and Versapay, we streamline accounts payable and accounts receivable processes. We also have the expertise to create custom workflows tailored to specific client requirements, in order to utilize native accounts receivable and accounts payable 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.
We offer secure data storage and management solutions through Panoply, enabling clients to store and analyze massive amounts of data from different sources, ensuring a single version of truth and providing enhanced data backup.
Internal Controls and SOPs: We enhance the internal control environment of businesses by providing approval and review processes through NetSuite workflows, ensuring enhanced segregation of duties. We also assist in creating SOPs and flowcharts, promoting consistency, quality assurance, and risk management.
Fusion CPA, as your outsourced controller, is your invaluable partner. We ensure your financial well-being with expertise, handling tasks from everyday bookkeeping to intricate financial planning, saving you valuable time. As tax season nears, our team leads the way in tax preparation, relieving you of tax-related stress.
This empowers you to focus on your core strengths – growing your business – all while having peace of mind knowing your finances are expertly managed and fully compliant.
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 means that he understands what entrepreneurs experience on a daily basis. He uses his interest in business growth strategies to advise businesses from our office in San Juan, PR. He also likes to work remotely from his cabin (in Atlanta). He’s always looking for new talent to add to the team and believes that diversity makes us stronger. After all, if you want to stay agile as a CPA firm, you need different perspectives from your team members.
He doesn’t believe that accountants should spend crazy hours working during tax season and challenges the idea that you can do good work when you’re behind your computer 90 hours per week. He finds that this approach leads to greater efficiency – and definitely accuracy, which is really important for a CPA! To relax, he likes to fish.
Our CPAs are committed to delivering comprehensive financial solutions that drive efficiency, accuracy, and compliance.
Our expertise spans a number of industries including Law Firms, Manufacturing and Multi-state businesses. We have over 20 years of experience with NetSuite and can help any business navigate the software to suit their business and industry 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.