Fusion CPA’s AI startup accounting team is led by Trevor McCandless. Through years of advising technology companies, our team has developed deep expertise in the accounting, tax, and financial challenges that accompany innovation, investment, and long-term business growth.
CPA, MAFM
From R&D tax credits and investor reporting to equity compensation and multi-state compliance, AI startups face financial challenges that evolve as quickly as the technology itself.
At Fusion CPA, we help founders establish the financial visibility, reporting processes, and tax strategies needed to make informed business decisions.
R&D tax credit optimization: We help identify qualifying development activities, document eligible expenses, and maximize available federal and state incentives.
Investor-ready financial reporting: Reliable financial statements, runway forecasting, and reporting processes that support fundraising and board oversight.
Equity compensation & founder planning: Guidance around stock options, SAFEs, convertible notes, 409A valuations, and founder tax considerations.
Multi-state tax compliance: Manage payroll, nexus, and income tax obligations created by distributed teams and nationwide operations.
Whether you’re preparing for your first raise, expanding your team, or navigating increasingly complex financial requirements, Fusion CPA provides the accounting, tax, and advisory support needed to move forward with confidence.
Building an innovative AI company requires more than great technology. As your business evolves, so do the financial demands that come with it. Investor expectations evolve, tax opportunities become more complex, reporting requirements increase, and decisions that once felt straightforward can carry long-term financial implications.
Many founders don’t think about financial infrastructure until they’re preparing for a funding round, expanding into new markets, or navigating rapid growth. By then, gaps in reporting, compliance, or planning can create unnecessary friction.
At Fusion CPA, we help AI startups establish the financial visibility, processes, and strategic guidance needed to support better decision-making. From fundraising readiness and tax planning to financial reporting and strategic decision-making, our goal is to help founders stay focused on building exceptional companies while maintaining confidence in the financial side of the business.
The right accounting software should align with your business needs to streamline your financial operations. Fusion CPA specializes in helping AI businesses navigate the diverse range of accounting software options available.
We recommend software that provides comprehensive features, such as consolidated reporting, governance, and automation, to keep your data secure and well-managed.
Learn how to navigate financial management for online education programs and software with QuickBooks, and the guidance of a CPA.
Conducting a thorough supply chain audit is imperative to understanding where your processes need to be tightened for better workflow. Find out more.
At Fusion, our CPAs have helped hundreds of e-commerce furniture retailers overcome accounting hurdles to increase profitability and ensure regulatory compliance. We share some of the common issues to be aware of in this sector.
In the ever-evolving world of eCommerce, staying ahead of the curve is crucial for success.
The cosmetics industry is subject to various regulations. Partnering with a CPA that understands this can help you avoid costly legal issues.
We can help you develop a mindful growth strategy and make sure the tax and accounting side of your business is stable enough for your business to expand.
Our CEO, Trevor McCandless, expands on what to expect when working with an outsourced eCommerce CPA.
Join our client journey without the commitment of an in-house accountant, tax or finance team!
During the stabilization phase, our team will address any accounting clean-up tasks that need to be executed to stabilize your business.
This includes organizing messy accounting records, reviewing prior tax fillings, and setting up efficient bookkeeping and reporting systems.
In this phase, we collaborate closely with you to design a tax strategy that effectively reduces your tax burden. We also focus on streamlining your accounting processes by analyzing your current systems and introducing tax optimization strategies.
With Fusion CPA’s expertise, you can look forward to not just growing your business, but doing so in a financially smart and tax-efficient manner.
We understand that every business has its unique set of challenges and aspirations. That’s why our CFO Advisory service is designed to be more than just financial guidance – it’s a partnership to propel your business toward its unique goals. Our team of seasoned CFOs brings a wealth of experience and a personalized approach to help your business not just grow but scale in a way that aligns with your vision.
