About Us

Our firm takes a holistic approach to financial planning. Trevor and our team assists companies with CFO business advisory as part of helping companies realize their goals. Having an outsider’s perspective is great for our clients. They’re often blown away by how simple the solutions can be to issues that they have been sitting with for a long time. Our company is powered by the Entrepreneurial Operating System® to encourage focus, discipline, and accountability in our team.

We’re a dynamic team who is up-to-date on the latest software available to help businesses in the industries we serve. We know that it’s not enough to specialize in one kind of accounting software. We try all the latest software available that can do so much more than just accounting. Instead, we dig deep into the needs or our clients to understand what they need from their software and how we can integrate a solution that is the best fit for their company.

Fusion CPA is not a one-size-fits-all company. We value each and every client and ensure that our work is of the best quality. At our firm we believe in having a healthy work environment as this only contributes to the quality of our services.