Fusion CPA is your premier resource for outsourced bookkeeping, tax planning, and CFO advisory. We are readily available to provide you with a breakdown of all the services we provide.
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Each of our clients are unique, but many have followed our proven process to reach their goals. Our clients have counted on us for the last ten years to keep them protected from tax issues, financial statement errors, outdated software, and business processes that were ineffective.
With our guidance, we hope that your company can also reach its goals in no time!
Let’s call this phase 0 – where we learn more about your business in two steps:
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.
Exciting! If you accept our proposal, we can start to transform your company into the best it can be. In general, clients contact us because they need to stabilize their finances with accounting cleanup and setup. We also help them optimize and automate a lot of processes with our software integration and migration services.
Soon after, a company might realize that their business growth means their taxes get more complicated (and more expensive!). Therefore our accountants take them through an analysis phase to optimize their tax spend with the help of our expert tax planning.
Once a business is stabilized and tax compliant, they can plan for mindful growth. It’s important to set business goals and clear outcomes. We’ve had great success with the business management system we use and we love helping our clients with CFO advisory to reach their unique goals.