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AICPA Member • NetSuite Certified • QuickBooks ProAdvisor
Transparent Pricing for Every Stage of Growth
Subscription billing with no surprises.
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Pricing At a Glance
How much does Fusion CPA cost?
Fusion CPA offers transparent monthly subscription pricing across tax, accounting, and advisory services, so you always know what to expect. Tax preparation, bookkeeping, NetSuite support, and outsourced CFO guidance are each billed the same way: one predictable monthly fee, no surprise invoices.
Plans start at $155 per month, with pricing based on the services and complexity your business requires, so explore the options below to find the right fit.
Service
Starting at
Typical range
Best fit
Personal tax subscription
from $155/mo
$155 – $399/mo
High-achieving individuals with RSUs, K-1s, or multi-state filings
Business tax subscription
from $289/mo
$289 – $599/mo
S-Corps, C-Corps, partnerships, and SMLLCs (preparation and filing included)
QuickBooks bookkeeping (Foundation / Scaling)
from $399/mo
$399 – $999/mo
Businesses that need accurate books and reliable monthly financial reporting
QuickBooks controller (Established)
from $1,365/mo
$1,365 – $1,999/mo
Multi-entity operations with full AP/AR and reporting needs
NetSuite bookkeeping (Startup Essentials)
from $2,500/mo
$2,500 – $3,999/mo
Businesses implementing NetSuite for the first time
NetSuite controller (Growth Strategy / Enterprise)
from $5,000/mo
$5,000 – $14,999/mo
Growing businesses that need controller-level financial oversight
Outsourced CFO advisory
from $3,000/mo
$3,000 – $7,999/mo
Businesses that need CFO guidance without hiring a full-time CFO
For context, published 2026 benchmarks place specialist NetSuite engagements at $5,000 to $15,000 per month and fractional CFO services at a median of $5,000 to $7,500 per month. Fusion CPA’s pricing starts below those benchmarks while delivering the same core services.
Subscription Benefits
Every Subscription Includes
Everything you need to stay compliant, keep your finances running smoothly, and plan ahead is included in your subscription. Project-based work is quoted separately, so your monthly investment stays predictable.
Tax Subscriptions
- Tax return preparation and filing
- Extension filings when needed
- Estimated quarterly tax calculations
- Tax projections and planning
- Tax strategy sessions
- IRS notice and correspondence support
- Access to premium tax resources
Accounting Subscriptions
- Timely month-end close
- Accurate financial reporting
- Chart of accounts management
- Bank and credit card reconciliation
- Expense categorization
- Year-end support and 1099 preparation
Additional Fixed-Fee Services
- Payroll tax filings
- Sales tax filings
- BOI (Beneficial Ownership Information) reporting
- Prior-year and overdue tax filings
- Foreign and international tax filings (FinCEN, FBAR, Form 5471)
- Multi-state expansion compliance
- Stock options and equity compensation planning
- M&A and reorganization tax planning
- IRS audit representation
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
What affects Your Monthly Investment?
Starting prices assume the simplest version of the work: one entity, one state, and clean books. As complexity increases, we’ll recommend the service level that’s right for your business. Your pricing is confirmed during the discovery call and documented in your proposal, so there are no surprises.
Personal Tax
For example, a household with K-1 income, multi-state filings, and RSU activity typically falls within the $250–$350 monthly range.
Business Tax
For example, a household with K-1 income, multi-state filings, and RSU activity typically falls within the $250–$350 monthly range.
QuickBooks Bookkeeping & Controller
A two-entity business with roughly 400 monthly transactions and AP support typically falls within the $700–$900 monthly range
NetSuite Bookkeeping & Controller
A two-entity eCommerce business on NetSuite with roughly 600 monthly transactions and multi-state sales typically falls within the $5,000–$6,500 monthly range.
CFO Advisory
For example, a company preparing for a lender or investor process typically falls within the $5,000 monthly tier.
Additional services aren’t included in the subscription. Instead, work like multi-state expansion, foreign filings, accounting clean-up projects, M&A planning, and IRS audit representation is quoted separately as a fixed fee, so your monthly subscription stays predictable.
Real Client Profiles
See Yourself in These Engagements
You’re not the first business to be here, so find the profile that looks most like yours to see what’s included, what it costs, and how we help in the first year.
🤖
AI Startup
Growth10% off
Monthly investment$759 – $999/mo
Pre-Series A AI company, 12 employees, $180K/mo burn rate
Delaware C corporation using QuickBooks. Building autonomous AI agents for enterprise customers. Three co-founders with vesting schedules. Raised $2.4 million in seed funding from angel investors. No documented equity compensation plan. Uses Stripe, Mercury, and Ramp.
The Business Challenge
The founders were paying themselves inconsistently: two on payroll and one through owner draws.
No 409A valuation had been completed, putting early employee option grants at risk of being mispriced.
Despite $1.8M in AI engineering spend that could support a credit claim, R&D tax credits had never been pursued.
Meanwhile, the board of three angel investors had no financial reporting cadence.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- C corporation 1120 preparation and filing
- R&D tax credit study, AI/ML engineering costs
- 3 founder personal returns
- Quarterly estimated tax projections
- State apportionment (DE, GA, remote employees)
📊 Accounting
- Monthly bookkeeping (QuickBooks)
- Bank reconciliation, Mercury + Stripe
- Expense categorization with Ramp integration
- Monthly financial reporting for board updates
- Burn rate & runway tracking
Before Fusion
- Inconsistent founder comp
- No 409A valuation
- $0 R&D credits
- No board financial reporting
After Year One
- Structured founder payroll
- 409A completed, option grants repriced
- $62K R&D credits captured
- Monthly board package automated
The Full Story
After reviewing the $1.8M in engineering spend, we documented $410K as qualifying R&D expenditures and captured $62K in credits. We also coordinated a 409A valuation and restructured the equity comp plan for the founding team. As a result, the monthly board financial package is now delivered by the 12th, and the angels said it was the best reporting they’d seen from a pre-A company.
🛒
eCommerce & Retail
Scale12% off
Monthly investment$759 – $999/mo
Multi-channel DTC brand, $3.2M annual revenue, 8 employees
S corporation selling through Shopify and Amazon FBA using QuickBooks Online, with 8 employees. Marketplace sales triggered sales tax nexus in 14 states. Two warehouses (GA and NV). Inventory values were inconsistent across sales channels.
The Business Challenge
Prior CPA only filed federal returns and missed state obligations entirely.
Inventory valuation across Shopify, Amazon, and wholesale channels was inconsistent.
As a result, COGS was overstated by $140K.
Because the old accountant used prior-year safe harbor instead of current-year projections, quarterly estimated taxes were overpaid by $40K+.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- Personal 1040 with K-1
- Multi-state income tax compliance (14 states)
- Quarterly estimated tax projections
- Year-round tax strategy calls
📊 Accounting
- Monthly bookkeeping across Shopify and Amazon
- Inventory reconciliation and COGS accuracy
- Multi-warehouse tracking (GA and NV)
- Channel-level profitability reporting
- Sales tax filing preparation
Before Fusion
- Inconsistent COGS across channels
- No state tax filings
- $40K overpaid estimates
- Inventory untracked by warehouse
After Year One
- COGS corrected, $140K adjustment
- 14-state nexus resolved
- Estimates aligned to actuals
- Channel margins visible monthly
The Full Story
We reconciled inventory across all three channels and corrected a $140K COGS overstatement, then registered and filed in the 14 states where marketplace sales had created nexus. Quarterly estimates were rebuilt on current-year projections, recovering $40K in overpayments, and channel-level margin reporting now runs monthly.
🏥
Healthcare & MSO
Scale12% off
Monthly investment$976 – $1,399/mo
Physician group, 3 locations, 22 employees, MSO + operating
entity
Two S corporations (operating entity and MSO) using QuickBooks, spanning 3 locations and 22 employees. Revenue comes from insurance reimbursements, self-pay, and ancillary services. Planning to expand into a fourth location in a neighboring state.
The Business Challenge
Revenue recognition was inconsistent across locations, with some recorded on a cash basis and others on accrual.
In addition, reimbursements from all three locations were tracked manually in spreadsheets.
The MSO structure lacked financial reporting infrastructure and intercompany reconciliation.
Finally, there was no documentation of management fees between the two entities.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- S corporation returns for both entities
- Multi-state planning for fourth location
- Management fee documentation and transfer pricing
- 3 physician-owner personal returns
- Quarterly estimated tax projections
📊 Accounting
- Monthly bookkeeping for both entities
- Intercompany reconciliation
- Location-level P&L reporting
- Insurance reimbursement tracking
- Payroll oversight across 22 employees
Before Fusion
- Mixed cash and accrual basis
- Manual reimbursement spreadsheets
- No intercompany reconciliation
- Undocumented management fees
After Year One
- Consistent accrual across locations
- Automated reimbursement tracking
- Monthly intercompany close
- Management fee agreement documented
The Full Story
We standardized revenue recognition to accrual across all three locations and built intercompany reconciliation between the operating entity and the MSO. Management fees are now documented with transfer pricing support, and location-level P&Ls run monthly — which gave the group the financial infrastructure to evaluate the fourth location properly.
🏠
Family Business
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Second-generation field services company, $12M revenue, 4 family shareholders
S corporation with 45 employees using QuickBooks Enterprise. The founder (60% owner) plans to retire within five years. Three adult children collectively own the remaining 40% but have different visions for the business. There is no buy-sell agreement or succession plan, and the founder’s estate plan was last updated in 2016.
The Business Challenge
Shareholder compensation was creating unnecessary tax exposure.
The founder was taking a $400K salary plus distributions, while two of three children remained on below-market salaries.
No one had run a reasonable compensation analysis to benchmark these numbers.
There was no formal succession plan, and family disagreements were beginning to affect operations.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- 4 personal returns with K-1 optimization
- Reasonable compensation benchmarking study
- Quarterly estimated tax projections
- Entity restructuring analysis for succession
📊 Accounting
- Monthly bookkeeping & close (QuickBooks Enterprise)
- Controller-level financial oversight
- AP/AR management · Cash flow forecasting & working capital reporting
- Cash flow forecasting & working capital reporting
- Department-level P&L reporting
📈 Advisory & CFO
- Outsourced CFO, board reporting & strategic planning
- EOS / Traction integration
- Buy-sell agreement financial modeling
- Family retreat facilitation (succession planning)
- Estate plan coordination with family attorney
Before Fusion
- $400K founder salary, no comp analysis
- No buy-sell agreement
- reement · No succession framework
- Estate plan 10 years out of date
After Year One
- Benchmarked comp, $180K combined tax savings
- Buy-sell agreement drafted & funded
- 3-year succession roadmap documented
- Estate plan updated with attorney
The Full Story
Implemented a documented succession framework through two family retreats. Restructured shareholder compensation using a benchmarked analysis, reducing the combined family tax burden by $180K in year one. In addition, we drafted and funded a buy-sell agreement with life insurance within 6 months.
💻
Tech / SaaS
Full Stack (NetSuite)15% off
Monthly investment$11,427 – $14,999/mo
Series B SaaS company, $18M ARR, 85 employees, preparing for Series C
C corporation using NetSuite. Revenue split between annual and monthly subscriptions with usage-based add-ons. Revenue comes from insurance ISOs and RSUs. Engineering team of 52 across the U.S. and Canada. Quarterly board meetings.
The Business Challenge
The company had outgrown its bookkeeper and QuickBooks at the same time, and month-end close was taking 45 days.
Revenue recognition wasn’t ASC 606 compliant: annual contracts were being recognized upfront instead of ratably.
As a result, the team needed board-ready financials and a controller who could own the close, speak to investors, and prepare for Series C diligence.
R&D credits had never been pursued, despite $6.2M in qualifying engineering spend.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- C corporation 1120 preparation and filing
- R&D tax credit study ($6.2M qualifying spend)
- 3 founder personal returns with ISO/RSU planning
- QSBS qualification tracking
- State apportionment optimization
📊 Accounting
- Full NetSuite controller services
- ASC 606 revenue recognition implementation
- Month-end close by day 10
- Custom financial dashboards & board deck support
- Multi-subsidiary consolidation (US + Canada)
📈 Advisory & CFO
- Outsourced CFO, board reporting & investor relations
- Series C financial diligence preparation
- 409A valuation coordination
- Equity compensation plan documentation (ASC 718)
- Cash runway forecasting & scenario modeling
Before Fusion
- Revenue recognized upfront (not ASC 606)
- 45-day month-end close
- $0 R&D credits captured
- No board-ready financial package
After Year One
- ASC 606 compliant, passed diligence
- Close by day 10
- $320K R&D credits captured
- Quarterly board deck automated
The Full Story
Passed Series C financial diligence with zero findings. Implemented ASC 606 revenue recognition that satisfied both auditors and the incoming investor’s diligence team. In addition, we captured $320K in R&D credits the prior firm had never pursued. The board deck is now generated from NetSuite dashboards in under 2 hours.
🏗️
Real Estate Investor
Individual
Monthly investment$444 – $750/mo
28 residential units across 3 states, plus a commercial flip in progress
Portfolio held across four LLCs (three partnerships and one SMLLC) spanning 3 states, tracked in spreadsheets with no centralized bookkeeping. Personal income includes W-2 wages, rental income, and capital gains. Previous accountant prepared returns but provided little strategic tax planning.
The Business Challenge
Rental income was reported in the least tax-efficient structure possible.
In addition, no cost segregation had been performed on any property in the portfolio.
Meanwhile, a 1031 exchange opportunity was 60 days from closing with no intermediary engaged.
Finally, entity structuring was creating unnecessary liability exposure across the portfolio.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- 3 partnership returns (Form 1065) + K-1s
- SMLLC reported on personal return
- Personal 1040 with rental income, W-2, capital gains
- Multi-state compliance (GA, FL, NC)
- Cost segregation study coordination
- 1031 exchange timing & intermediary coordination
Before Fusion
- No cost segregation on any property
- 1031 exchange at risk (60 days out)
- Suboptimal entity structure
- Overpaying state taxes on rentals
After Year One
- Cost seg across 4 multi-unit properties, $67K accelerated depreciation
- $95K capital gains deferred via 1031
- Entities restructured for liability protection
- State allocation optimized
The Full Story
Restructured entities for liability protection, coordinated cost segregation studies across the 4 multi-unit properties that make up the 28-unit portfolio, generating $67K in accelerated depreciation, and deferred $95K in capital gains through a properly timed 1031 exchange. In addition, we coordinated engagement of a qualified intermediary with 3 weeks to spare.
⚖️
Law Firm
Scale12% off
Monthly investment$976 – $1,399/mo
Mid-size litigation firm, 6 partners, 18 attorneys, $8.5M revenue
Limited liability partnership (LLP) using QuickBooks, with 6 partners and 18 attorneys. IOLTA trust accounts across three states. Partner compensation tied to origination credits and billable hours. Planning lateral hires that could change the equity structure.
The Business Challenge
Trust accounting was handled by a part-time bookkeeper who left abruptly.
As a result, IOLTA reconciliation was 4 months behind.
Partner draws were based on handshake agreements, not a documented allocation methodology.
The firm had never modeled the financial impact of bringing on lateral partners at different equity tiers.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- Partnership return (Form 1065) preparation
- 6 partner K-1s with allocation optimization
- Multi-state compliance for attorney licensing
- Quarterly estimated tax projections
- Guaranteed payment structuring analysis
📊 Accounting
- Monthly bookkeeping and close
- IOLTA trust account reconciliation (3 states)
- Matter-level profitability reporting
- AR and collections tracking
- Partner draw and capital account maintenance
Before Fusion
- IOLTA 4 months unreconciled
- No documented partner allocation
- No matter-level profitability data
- Lateral hire impact unmodeled
After Year One
- Trust accounts current and compliant
- Written allocation methodology
- Matter profitability reported monthly
- Lateral scenarios modeled at 3 equity tiers
The Full Story
We brought IOLTA reconciliation current across all three states and put a monthly trust compliance process in place. Partner compensation was documented with a written allocation methodology tied to origination and billable hours, and we modeled lateral partner scenarios at three equity tiers so the firm could evaluate candidates against real numbers.
💰
Private Equity
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Emerging PE fund, $45M AUM, 3 active portfolio companies
Fund structured as a limited partnership with a separate GP management company, administered internally in Excel. GP holds a 2/20 carry. Portfolio companies are a mix of S corporations and C corporations. LP investors expect quarterly reporting with a 30-day cycle.
The Business Challenge
The GP was filing its own returns but had never filed the LP transfer return correctly, and carried interest allocation was wrong.
Two LPs had received K-1s with errors two years running.
In addition, quarterly investor reporting was a manual Excel process that took 3 weeks.
The fund needed a financial partner who understood both fund-level and portfolio-company-level reporting.
See what's included and the outcome →Hide details
What’s Included Monthly
📋 Tax
- Fund partnership return (Form 1065) and LP K-1s
- GP management company return
- Carried interest allocation and waterfall compliance
- Portfolio company entity structuring review
- Quarterly estimated tax projections for partners
📊 Accounting
- Fund-level bookkeeping and capital accounts
- Management fee and expense allocation
- Portfolio company financial consolidation
- Portfolio company financial consolidation
- Quarterly estimated tax projections for partners
📈 Advisory & CFO
- Outsourced CFO across fund and portfolio level
- LP reporting and capital account maintenance
- Waterfall and carried interest modeling
- Portfolio company financial consolidation
Before Fusion
- Carried interest allocated incorrectly
- K-1 errors two years running
- 3-week manual LP reporting cycle
- No portfolio consolidation
After Year One
- Waterfall compliant and documented
- K-1s accurate and issued on time
- LP reporting cycle down to 5 days
- Portfolio consolidated quarterly
The Full Story
We corrected the carried interest allocation and rebuilt the waterfall model to match the LPA, then reissued accurate K-1s to the affected LPs. Quarterly LP reporting moved off manual Excel and now runs in 5 days rather than 3 weeks, with all three portfolio companies consolidated into the fund-level package.
🤖
AI Startup
Growth10% off
Monthly investment$759 – $999/mo
Pre-Series A AI company, 12 employees, $180K/mo burn rate
Delaware C corporation using QuickBooks. Building autonomous AI agents for enterprise customers. Three co-founders with vesting schedules. Raised $2.4 million in seed funding from angel investors. No documented equity compensation plan. Uses Stripe, Mercury, and Ramp.
The Business Challenge
The founders were paying themselves inconsistently: two on payroll and one through owner draws.
No 409A valuation had been completed, putting early employee option grants at risk of being mispriced.
Despite $1.8M in AI engineering spend that could support a credit claim, R&D tax credits had never been pursued.
Meanwhile, the board of three angel investors had no financial reporting cadence.
What’s Included Monthly
📋 Tax
- C corporation 1120 preparation and filing
- R&D tax credit study, AI/ML engineering costs
- 3 founder personal returns
- Quarterly estimated tax projections
- State apportionment (DE, GA, remote employees)
📊 Accounting
- Monthly bookkeeping (QuickBooks)
- Bank reconciliation, Mercury + Stripe
- Expense categorization with Ramp integration
- Monthly financial reporting for board updates
- Burn rate & runway tracking
Before Fusion
- Inconsistent founder comp
- No 409A valuation
- $0 R&D credits
- No board financial reporting
After Year One
- Structured founder payroll
- 409A completed, option grants repriced
- $62K R&D credits captured
- Monthly board package automated
The Full Story
After reviewing the $1.8M in engineering spend, we documented $410K as qualifying R&D expenditures and captured $62K in credits. We also coordinated a 409A valuation and restructured the equity comp plan for the founding team. As a result, the monthly board financial package is now delivered by the 12th, and the angels said it was the best reporting they’d seen from a pre-A company.
🛒
eCommerce & Retail
Scale12% off
Monthly investment$759 – $999/mo
Multi-channel DTC brand, $3.2M annual revenue, 8 employees
S corporation selling through Shopify and Amazon FBA using QuickBooks Online, with 8 employees. Marketplace sales triggered sales tax nexus in 14 states. Two warehouses (GA and NV). Inventory values were inconsistent across sales channels.
The Business Challenge
Prior CPA only filed federal returns and missed state obligations entirely.
Inventory valuation across Shopify, Amazon, and wholesale channels was inconsistent.
As a result, COGS was overstated by $140K.
Because the old accountant used prior-year safe harbor instead of current-year projections, quarterly estimated taxes were overpaid by $40K+.
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- Personal 1040 with K-1
- Multi-state income tax compliance (14 states)
- Quarterly estimated tax projections
- Year-round tax strategy calls
📊 Accounting
- Monthly bookkeeping across Shopify and Amazon
- Inventory reconciliation and COGS accuracy
- Multi-warehouse tracking (GA and NV)
- Channel-level profitability reporting
- Sales tax filing preparation
Before Fusion
- Inconsistent COGS across channels
- No state tax filings
- $40K overpaid estimates
- Inventory untracked by warehouse
After Year One
- COGS corrected, $140K adjustment
- 14-state nexus resolved
- Estimates aligned to actuals
- Channel margins visible monthly
The Full Story
We reconciled inventory across all three channels and corrected a $140K COGS overstatement, then registered and filed in the 14 states where marketplace sales had created nexus. Quarterly estimates were rebuilt on current-year projections, recovering $40K in overpayments, and channel-level margin reporting now runs monthly.
🏥
Healthcare & MSO
Scale12% off
Monthly investment$976 – $1,399/mo
Physician group, 3 locations, 22 employees, MSO + operating
entity
Two S corporations (operating entity and MSO) using QuickBooks, spanning 3 locations and 22 employees. Revenue comes from insurance reimbursements, self-pay, and ancillary services. Planning to expand into a fourth location in a neighboring state.
The Business Challenge
Revenue recognition was inconsistent across locations, with some recorded on a cash basis and others on accrual.
In addition, reimbursements from all three locations were tracked manually in spreadsheets.
The MSO structure lacked financial reporting infrastructure and intercompany reconciliation.
Finally, there was no documentation of management fees between the two entities.
What’s Included Monthly
📋 Tax
- S corporation returns for both entities
- Multi-state planning for fourth location
- Management fee documentation and transfer pricing
- 3 physician-owner personal returns
- Quarterly estimated tax projections
📊 Accounting
- Monthly bookkeeping for both entities
- Intercompany reconciliation
- Location-level P&L reporting
- Insurance reimbursement tracking
- Payroll oversight across 22 employees
Before Fusion
- Mixed cash and accrual basis
- Manual reimbursement spreadsheets
- No intercompany reconciliation
- Undocumented management fees
After Year One
- Consistent accrual across locations
- Automated reimbursement tracking
- Monthly intercompany close
- Management fee agreement documented
The Full Story
We standardized revenue recognition to accrual across all three locations and built intercompany reconciliation between the operating entity and the MSO. Management fees are now documented with transfer pricing support, and location-level P&Ls run monthly — which gave the group the financial infrastructure to evaluate the fourth location properly.
🏠
Family Business
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Second-generation field services company, $12M revenue, 4 family shareholders
S corporation with 45 employees using QuickBooks Enterprise. The founder (60% owner) plans to retire within five years. Three adult children collectively own the remaining 40% but have different visions for the business. There is no buy-sell agreement or succession plan, and the founder’s estate plan was last updated in 2016.
The Business Challenge
Shareholder compensation was creating unnecessary tax exposure.
The founder was taking a $400K salary plus distributions, while two of three children remained on below-market salaries.
No one had run a reasonable compensation analysis to benchmark these numbers.
There was no formal succession plan, and family disagreements were beginning to affect operations.
What’s Included Monthly
📋 Tax
- S corporation 1120-S preparation and filing
- 4 personal returns with K-1 optimization
- Reasonable compensation benchmarking study
- Quarterly estimated tax projections
- Entity restructuring analysis for succession
📊 Accounting
- Monthly bookkeeping & close (QuickBooks Enterprise)
- Controller-level financial oversight
- AP/AR management · Cash flow forecasting & working capital reporting
- Cash flow forecasting & working capital reporting
- Department-level P&L reporting
📈 Advisory & CFO
- Outsourced CFO, board reporting & strategic planning
- EOS / Traction integration
- Buy-sell agreement financial modeling
- Family retreat facilitation (succession planning)
- Estate plan coordination with family attorney
Before Fusion
- $400K founder salary, no comp analysis
- No buy-sell agreement
- reement · No succession framework
- Estate plan 10 years out of date
After Year One
- Benchmarked comp, $180K combined tax savings
- Buy-sell agreement drafted & funded
- 3-year succession roadmap documented
- Estate plan updated with attorney
The Full Story
Implemented a documented succession framework through two family retreats. Restructured shareholder compensation using a benchmarked analysis, reducing the combined family tax burden by $180K in year one. In addition, we drafted and funded a buy-sell agreement with life insurance within 6 months.
💻
Tech / SaaS
Full Stack (NetSuite)15% off
Monthly investment$11,427 – $14,999/mo
Series B SaaS company, $18M ARR, 85 employees, preparing for Series C
C corporation using NetSuite. Revenue split between annual and monthly subscriptions with usage-based add-ons. Revenue comes from insurance ISOs and RSUs. Engineering team of 52 across the U.S. and Canada. Quarterly board meetings.
The Business Challenge
The company had outgrown its bookkeeper and QuickBooks at the same time, and month-end close was taking 45 days.
Revenue recognition wasn’t ASC 606 compliant: annual contracts were being recognized upfront instead of ratably.
As a result, the team needed board-ready financials and a controller who could own the close, speak to investors, and prepare for Series C diligence.
R&D credits had never been pursued, despite $6.2M in qualifying engineering spend.
What’s Included Monthly
📋 Tax
- C corporation 1120 preparation and filing
- R&D tax credit study ($6.2M qualifying spend)
- 3 founder personal returns with ISO/RSU planning
- QSBS qualification tracking
- State apportionment optimization
📊 Accounting
- Full NetSuite controller services
- ASC 606 revenue recognition implementation
- Month-end close by day 10
- Custom financial dashboards & board deck support
- Multi-subsidiary consolidation (US + Canada)
📈 Advisory & CFO
- Outsourced CFO, board reporting & investor relations
- Series C financial diligence preparation
- 409A valuation coordination
- Equity compensation plan documentation (ASC 718)
- Cash runway forecasting & scenario modeling
Before Fusion
- Revenue recognized upfront (not ASC 606)
- 45-day month-end close
- $0 R&D credits captured
- No board-ready financial package
After Year One
- ASC 606 compliant, passed diligence
- Close by day 10
- $320K R&D credits captured
- Quarterly board deck automated
The Full Story
Passed Series C financial diligence with zero findings. Implemented ASC 606 revenue recognition that satisfied both auditors and the incoming investor’s diligence team. In addition, we captured $320K in R&D credits the prior firm had never pursued. The board deck is now generated from NetSuite dashboards in under 2 hours.
🏗️
Real Estate Investor
Individual
Monthly investment$444 – $750/mo
28 residential units across 3 states, plus a commercial flip in progress
Portfolio held across four LLCs (three partnerships and one SMLLC) spanning 3 states, tracked in spreadsheets with no centralized bookkeeping. Personal income includes W-2 wages, rental income, and capital gains. Previous accountant prepared returns but provided little strategic tax planning.
The Business Challenge
Rental income was reported in the least tax-efficient structure possible.
In addition, no cost segregation had been performed on any property in the portfolio.
Meanwhile, a 1031 exchange opportunity was 60 days from closing with no intermediary engaged.
Finally, entity structuring was creating unnecessary liability exposure across the portfolio.
What’s Included Monthly
📋 Tax
- 3 partnership returns (Form 1065) + K-1s
- SMLLC reported on personal return
- Personal 1040 with rental income, W-2, capital gains
- Multi-state compliance (GA, FL, NC)
- Cost segregation study coordination
- 1031 exchange timing & intermediary coordination
Before Fusion
- No cost segregation on any property
- 1031 exchange at risk (60 days out)
- Suboptimal entity structure
- Overpaying state taxes on rentals
After Year One
- Cost seg across 4 multi-unit properties, $67K accelerated depreciation
- $95K capital gains deferred via 1031
- Entities restructured for liability protection
- State allocation optimized
The Full Story
Restructured entities for liability protection, coordinated cost segregation studies across the 4 multi-unit properties that make up the 28-unit portfolio, generating $67K in accelerated depreciation, and deferred $95K in capital gains through a properly timed 1031 exchange. In addition, we coordinated engagement of a qualified intermediary with 3 weeks to spare.
⚖️
Law Firm
Scale12% off
Monthly investment$976 – $1,399/mo
Mid-size litigation firm, 6 partners, 18 attorneys, $8.5M revenue
Limited liability partnership (LLP) using QuickBooks, with 6 partners and 18 attorneys. IOLTA trust accounts across three states. Partner compensation tied to origination credits and billable hours. Planning lateral hires that could change the equity structure.
The Business Challenge
Trust accounting was handled by a part-time bookkeeper who left abruptly.
As a result, IOLTA reconciliation was 4 months behind.
Partner draws were based on handshake agreements, not a documented allocation methodology.
The firm had never modeled the financial impact of bringing on lateral partners at different equity tiers.
What’s Included Monthly
📋 Tax
- Partnership return (Form 1065) preparation
- 6 partner K-1s with allocation optimization
- Multi-state compliance for attorney licensing
- Quarterly estimated tax projections
- Guaranteed payment structuring analysis
📊 Accounting
- Monthly bookkeeping and close
- IOLTA trust account reconciliation (3 states)
- Matter-level profitability reporting
- AR and collections tracking
- Partner draw and capital account maintenance
Before Fusion
- IOLTA 4 months unreconciled
- No documented partner allocation
- No matter-level profitability data
- Lateral hire impact unmodeled
After Year One
- Trust accounts current and compliant
- Written allocation methodology
- Matter profitability reported monthly
- Lateral scenarios modeled at 3 equity tiers
The Full Story
We brought IOLTA reconciliation current across all three states and put a monthly trust compliance process in place. Partner compensation was documented with a written allocation methodology tied to origination and billable hours, and we modeled lateral partner scenarios at three equity tiers so the firm could evaluate candidates against real numbers.
💰
Private Equity
Full Stack15% off
Monthly investment$3,493 – $4,699/mo
Emerging PE fund, $45M AUM, 3 active portfolio companies
Fund structured as a limited partnership with a separate GP management company, administered internally in Excel. GP holds a 2/20 carry. Portfolio companies are a mix of S corporations and C corporations. LP investors expect quarterly reporting with a 30-day cycle.
The Business Challenge
The GP was filing its own returns but had never filed the LP transfer return correctly, and carried interest allocation was wrong.
Two LPs had received K-1s with errors two years running.
In addition, quarterly investor reporting was a manual Excel process that took 3 weeks.
The fund needed a financial partner who understood both fund-level and portfolio-company-level reporting.
What’s Included Monthly
📋 Tax
- Fund partnership return (Form 1065) and LP K-1s
- GP management company return
- Carried interest allocation and waterfall compliance
- Portfolio company entity structuring review
- Quarterly estimated tax projections for partners
📊 Accounting
- Fund-level bookkeeping and capital accounts
- Management fee and expense allocation
- Portfolio company financial consolidation
- Portfolio company financial consolidation
- Quarterly estimated tax projections for partners
📈 Advisory & CFO
- Outsourced CFO across fund and portfolio level
- LP reporting and capital account maintenance
- Waterfall and carried interest modeling
- Portfolio company financial consolidation
Before Fusion
- Carried interest allocated incorrectly
- K-1 errors two years running
- 3-week manual LP reporting cycle
- No portfolio consolidation
After Year One
- Waterfall compliant and documented
- K-1s accurate and issued on time
- LP reporting cycle down to 5 days
- Portfolio consolidated quarterly
The Full Story
We corrected the carried interest allocation and rebuilt the waterfall model to match the LPA, then reissued accurate K-1s to the affected LPs. Quarterly LP reporting moved off manual Excel and now runs in 5 days rather than 3 weeks, with all three portfolio companies consolidated into the fund-level package.
Client Reviews
Trusted by 2,000+ Businesses
5.0-star average from 100+ reviews on Google.
Meet the Fusion CPA Team, experienced CPAs, controllers, and UHNW Institute advisors
This was the first year I needed to file taxes for my LLC and I was beyond overwhelmed. However, once I contacted Fusion, all of my stress went away. They handled everything and were very transparent at each step of the way. It was super easy working with them, and I will for sure be coming back.
Rachel DeMeyer
Fusion took over the accounting and tax of my ecommerce pillow business after a previous bookkeeper and CPA failed. A family member is a client and referred Fusion CPA even though i am headquartered in Michigan.
They helped convert me from Quickbooks on line to netSuite seamlessly with the rest of my team.
I would 100% recommend Fusion CPA!!
Hettie Steinberg
I've been using Fusion CPA for a long time, well over a decade. I used them when I lived in Atlanta and continued to use them after I moved to CO. My taxes are what I would call relatively complex (multiple states, LLC, etc.) but Fusion CPA always goes above and beyond to get the job done and respond very promptly to all questions and inquires. Highly recommended.
Andrew Schneider
High-quality bookkeeping and tax assistance tailored to business needs. The service is structured, efficient, and easy to work with.
Hannah Reed
Frequently Asked Questions
Common Questions
Most small businesses pay $300–$1,500/month for CPA services. Fusion CPA starts at $289/mo for tax, $399/mo for bookkeeping, or $759/mo bundled, one fixed rate, no surprise invoices.
Starts at $3,000/mo, or $5,000/mo for the Renewal-Focused tier. A full-time CFO hire runs $200,000–$400,000/year in salary and benefits.
Payroll filings, sales tax filings, and BOI reporting; these are available as add-ons.
A bookkeeper handles day-to-day records, while a CPA adds tax preparation, strategy, and licensed advisory services.
Those are tools, not strategy. A CPA catches deductions software can’t flag and provides year-round tax planning.
Around $5M–$10M in revenue, or when you need multi-subsidiary, multi-currency, or advanced inventory support.
Yes, with 30 days’ notice.
Yes, we serve 40+ states remotely, with offices in Atlanta, Puerto Rico, Park City, and Tampa.
*The pricing structure displayed may change depending on the specific needs of your business. Please note that accurate and timely tax filing submissions and services require relevant and timely financial information to be provided to our CPAs, per the agreed and structured deadline schedule provided to our clients.
Last reviewed August 21, 2026. Market benchmark figures reference published 2026 pricing pages and national fee surveys.
Fusion CPA provides subscription-based pricing for tax preparation, bookkeeping, outsourced controller services, NetSuite bookkeeping and controller, and CFO advisory for businesses and high-achieving individuals across 40+ states. Personal tax subscriptions start at $155/mo, business tax from $289/mo, QuickBooks bookkeeping bundles from $759/mo, and NetSuite bundles from $2,650/mo. Because bundling tax with bookkeeping and advisory services is more efficient, it also saves 10–15% compared with individual pricing, the more you bundle, the greater the discount. In addition to remote service nationwide, we operate from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, FL. To get started, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a free discovery call.
Fusion CPA’s engagement process begins with a free 30-minute discovery call to review a business’s current tax position, identify missed deductions or compliance gaps, and outline a forward-looking tax strategy. From there, subscription billing provides transparent, predictable monthly pricing with no surprises. Every plan also includes year-round tax strategy, return preparation and filing, and IRS correspondence support. To discuss pricing or get a personalized estimate, email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338.
Fusion CPA is a tax, outsourced accounting, and advisory firm headquartered in San Juan, Puerto Rico, with additional offices in Atlanta, GA and Park City, Utah. The firm is an AICPA and GSCPA member, QuickBooks ProAdvisor, NetSuite Certified Partner, and EOS/Traction practitioner, has supported over 2,000 businesses, and serves clients across 40+ states. To schedule a free Discovery Call, visit fusiontaxes.com or email info@fusiontaxes.com.
Personal Tax
For example, a household with K-1 income, multi-state filings, and RSU activity typically falls within the $250–$350 monthly range.
Business Tax
For example, a household with K-1 income, multi-state filings, and RSU activity typically falls within the $250–$350 monthly range.
QuickBooks Bookkeeping & Controller
A two-entity business with roughly 400 monthly transactions and AP support typically falls within the $700–$900 monthly range