CLIENT JOURNEY

Let's look at a typical client's journey at Fusion CPA

We work with clients in diverse industries, but what they all have in common is that they have followed our proven process to reach their goals.

 

Our clients have counted on us for the last eleven years to protect them from overpaying on taxes, inaccurate accounting, financial statement errors, inefficient software, and ineffective business processes.

With our guidance, we hope that your company can also exceed its goals, more effectively. 

 

Phase 0

Are we the right fit?​

Let's call this phase 0 - where we learn more about your business in two steps:

Discovery Call

We discuss the main issues and pain points your company might be experiencing. Each company is unique so we’ll need to learn more about your business structure. We’ll look at a realistic timeline and we can also give you a ballpark cost estimate.

Accounting Diagnostic

During the diagnostic step, we will look at all the facts and figures that are important for business growth, tax planning, and efficient accounting. We also check if your different software platforms are integrated effectively. This allows us to discuss a proposal based on your needs. 

Phase 1-3

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Stabilization | Save Time

 Are your business invoicing, accounts receivable, accounts payable and profitability getting too much to handle?

Let our team of Outsourced Accountants manage the tedious tasks you’re ready to hand over. Our team will address any accounting clean-up tasks that need to be executed and analyze your accounting ecosystem for optimization opportunities and to stabilize your business.

Analysis | Save Money

Looming tax deadlines and the risk of penalty fees are some of the issues we help businesses tackle. We analyze your accounting to see where you can save with strategic tax planning. We 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.

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Mindful Growth | Make Money

It’s important to set business goals and clear outcomes to grow. We’ve had great success with the business management system, and we love providing our clients with CFO advisory to reach their unique goals. Once your business is stabilized and tax compliant, we can plan for mindful growth by by implementing very practical measures to optimize your teams .

Service

  • Outsourced Controller Services 
  • Accounting Clean-Up
  • General Accounting
  • Bookkeeping
  • Accounts Payable
  • Accounts Receivable
  • Ongoing Maintenance
  • Software Integration and Optimization

Services

  • SMLLC Taxes | Personal Taxes
  • S Corp Taxes
  • Partnership Taxes
  • C Corp Taxes
  • Multi-state Taxes

Services

  • Business Advisory
  • KPI setting
  • Outsourced Integrator
  • Training / Mentoring

Grow Your Business the Smart Way

Play Video about Fusion CPA - Business Advisory- 3 Forces of Agile Execution in Downturns
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