Commissions, closing costs, capital improvements, and even some pre-sale projects can cut the taxable gain on your home sale, well before the $250,000 (or $500,000)...
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Advisory & CFO
CFO advisory that turns your numbers into a growth strategy.
Forecasting, key performance indicator (KPI) design, capital strategy, and exit planning for business owners and ultra-high-net-worth (UHNW), high-achieving families in 40+ states. All from the same firm that prepares your taxes and keeps your books.
Businesses Supported
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K+
States Served
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Industry Vertical
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Live Activity
AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Advisory Services
Four ways to put a strategist on your team.
Advisory works best on clean numbers, which is why it usually runs alongside our tax and accounting services. All prices are starting points.
🧠
See how it works →
Growth-Focused CFO
NetSuite-native bookkeeping for companies that have outgrown entry-level tools, from the Startup Essentials tier up.
💰 from $2,500/mo
📋 Forecast · KPIs · Capital
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See how it works →
Strategic Realignment
Deep-engagement CFO advisory for restructuring, margin recovery, turnaround, and exit preparation.
💰 from $5,000/mo
📋 Restructure · Exit prep
🧩
See how it works →
Business Integrator
Integrator support built on the Entrepreneurial Operating System (EOS), connecting your financial strategy to day-to-day execution and accountability.
📋 EOS / Traction
🔗 Strategy → execution
🏔️
See how it works →
UHNW Advisory
Coordinated tax and financial advisory for ultra-high-net-worth, high-achieving families, across every entity you own.
📋 UHNW Institute
👪 Generational strategy
Not sure you're ready for a CFO?
Many businesses grow into advisory from controller-level accounting, and the Discovery Call will help you see which fits your stage.
The Problem
Growth without finance leadership is just expensive momentum.
If any of these sound familiar, the next hire your business needs may not be an employee.
You're steering a growing company by looking backward
A profit and loss statement (P&L) tells you what happened. Without a forecast, a cash model, and KPIs tied to decisions, every hire or price change is a blind bet.
Your team is executing a plan only you can see
The plan is clear to you. However, the numbers, the meeting cadence, and the team’s priorities never quite line up with it. That gap is where growth stalls.
Your exit is coming, and nothing is positioned for it
A sale, a succession, a recapitalization: the tax and structural moves that create value at exit usually start years earlier. Many owners start this work later than they should.
You need CFO-level thinking but can't justify a full-time CFO
A seasoned CFO often commands well into six figures plus equity. Yet most growing businesses need CFO-level thinking for a fraction of that, with tax strategy and clean books included.
Schedule a Discovery Call With Our Team
Discuss your setup, challenges, and opportunities, then pick a time that works.
Schedule a free 30-minute discovery call with our team
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
No long-term contracts · No pressure · Free consultation
Our Engagements
What does each engagement include?
Select an engagement to see the scope. All advisory runs on an ongoing year-round cadence, and all prices are starting points.
Forecasting & Cash Discipline
A 13-week cash model, annual budget, and rolling forecast, reviewed on a set cadence instead of once a year. As a result, you can see your runway and the levers that move it.
KPI Design & Reporting
A scorecard built around the handful of numbers that drive your business. Your leadership team then gets it as a board-ready reporting pack.
Pricing & Margin Strategy
Unit economics, pricing models, and margin analysis benchmarked against your industry, so growth shows up in profit, too.
Tax Strategy Built In
In addition, entity structure, elections, and quarterly estimates are part of the CFO conversation. The same firm prepares and files your returns, so your strategy and your filings stay aligned.
Diagnosis Before Prescription
A structured review of margin, cash conversion, reporting lag, and cost structure. Documented findings come first, then the plan.
Restructuring & Turnaround
Pricing rebuilds, cost realignment, entity restructuring, and the operating cadence to hold the changes in place.
Exit & Transaction Readiness
Sell-side preparation and groundwork for the quality-of-earnings review buyers run. In addition, tax positioning that can create value at close, including Qualified Small Business Stock (QSBS) planning, timing, and structure.
Capital & Lender Strategy
Fundraising models, lender packages, and loan covenant planning for when you’re raising capital, borrowing, or recapitalizing.
Strategy → Execution
An integrator working within the Entrepreneurial Operating System (EOS) connects your vision and financial strategy to day-to-day work. That means quarterly priorities (EOS calls them rocks), scorecards, and the meeting cadence that makes them happen.
Accountability Infrastructure
Structured leadership meetings (EOS calls them Level 10s), issue lists, and measurable goals tied to the financial plan. Fusion CPA has run on EOS since 2015 and brings that operating system to your leadership team.
Leadership Team Alignment
Your numbers, priorities, and people start pulling in one direction. That’s because your facilitator reads a profit and loss statement as fluently as an org chart.
Coordinated Family Strategy
Personal returns, entity structures, trusts, and investment income managed as one picture for ultra-high-net-worth, high-achieving families. As a result, you don’t juggle five disconnected engagements.
Advisor Quarterbacking
Fusion CPA coordinates with your attorney, wealth manager, and insurance advisors so that each decision gets a tax review first.
Family Retreats
Family retreats align strategy across generations: succession, distributions, philanthropy, and next year’s plan, decided together.
Client Stories
What reaching out feels like
Meet the Fusion CPA Team: Experienced CPAs, controllers, and UHNW Institute advisors, led on the advisory side by Trevor McCandless, CPA, MTax, CEO
Reliable accounting professionals offering clear financial guidance. They help businesses stay organized and make informed decisions.
Logan Bennett
Professional, organized, and knowledgeable. Everything was completed exactly as promised.
Ewan Patrick
Extremely professional and reliable service! The team made complex financial matters easy to understand and handled everything efficiently. I feel confident knowing my finances are in capable hands.
Blake Monroe
Their financial knowledge goes far beyond basic tax preparation. The advice provided was extremely valuable. 📈
Luke Harrington
Connected Services
Advisory sits on top of tax and clean books.
Outsourced Controller
📚 Month-End Close Managed
The month-end close and reporting a CFO builds on. Advisory works best when a controller keeps the books clean, because a forecast is only as good as its numbers.
NetSuite Controller
🎛️ NS Certified
Enterprise resource planning (ERP) consolidation and custom reporting when you run more than one entity.
Business Tax Services
🏛️ 1120-S Filed In-House
1120-S, 1120, and 1065 preparation and filing: the tax side of every capital and exit decision.
Personal Income Tax
👤 1040 Coordinated
Owner 1040s with equity compensation and investment income planning, coordinated with the business strategy.
Bookkeeping Services
📚 Day-to-Day Transactions Recorded
Day-to-day transaction recording, categorization, and account reconciliations. It's the groundwork your controller and CFO build on.
Family Business Practice
👨👩👧👦 Succession Planned
The industry practice behind our succession, governance, and family retreat work.
Advisory Expertise by Industry
We provide industry-specific tax planning and compliance for businesses in the following areas:
Our Process
How does a CFO engagement work?
01
Discovery Call
We look at your growth stage, your current finance function, and your goals. Then we recommend the level of support that fits.
02
Stabilize
First, we fix the foundation. That means books cleanup where needed, prior return review with tax amendments & corrections, and a baseline reporting pack you can trust. .
03
Strategize
The forward plan includes a forecast and cash model, a KPI scorecard, and pricing and margin strategy. It also covers your capital plan and the documented, benchmarked tax strategy underneath it all.
04
Scale
An ongoing, year-round advisory cadence: strategy sessions, board support, and exit positioning as it approaches. For family businesses, it also includes family retreats that align strategy across generations.
Frequently Asked Questions
Common Questions
Fusion CPA offers four advisory engagements. Growth-Focused CFO starts at $2,500/mo, and Strategic Realignment for restructuring and exit preparation starts at $5,000/mo. The other two are business integrator support built on the Entrepreneurial Operating System (EOS) and ultra-high-net-worth (UHNW) advisory for high-achieving families. Fusion CPA coordinates each one with your tax preparation and outsourced accounting. Email info@fusiontaxes.com or call 404-955-7338.
A controller owns the accuracy of your numbers: the monthly close, reconciliations, and reporting. A CFO uses those numbers to drive decisions, such as forecasting, pricing, capital strategy, and exit planning. Fusion CPA provides both, so your forecast rests on books that reconcile. Controller services start at $1,365/mo and CFO advisory at $2,500/mo.
Yes. The same team that builds your forecast also prepares and files your returns. As a result, your CFO conversation covers entity structure, exit timing, and quarterly estimates. It also covers Qualified Small Business Stock (QSBS) planning, since eligibility depends on how and when the stock was issued and how long you hold it.
Ultra-high-net-worth, high-achieving individuals and families, typically with multiple entities, investment income, real estate, and generational planning questions. Fusion CPA is a UHNW Institute member. It coordinates personal, business, and family strategy in one place, often including family retreats.
INSIGHTS
Tax & Accounting Insights for Tax Planning & Strategy
Buy the Home in Cash, Then Borrow Against It? The
Fusion CPA on tax rules for borrowing against a home bought in cash: interest deductibility follows how you use the money, not the collateral.
Read MoreWhat Tax Breaks Can Nurses Still Claim in 2026?
Tax breaks for healthcare workers allow you to claim for work-related expenses. Knowing what qualifies as work expenses is the tricky part.
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AICPA Member
UHNW Institute
QuickBooks Pro Advisor
Ramp Partner
NetSuite Certified
EOS® / Traction™
GA Society of CPAs
PR Society of CPAs;
Entrepreneurs’ Organization
Fusion CPA provides outsourced CFO and business advisory services for business owners and high-achieving families across 40+ states, including forecasting, 13-week cash models, KPI design, pricing and margin strategy, capital planning, and exit preparation. Advisory runs as an ongoing, year-round engagement, from Growth-Focused CFO (from $2,500/mo) to Strategic Realignment (from $5,000/mo), with business integrator support built on the Entrepreneurial Operating System (EOS) and ultra-high-net-worth (UHNW) advisory. Because the same firm prepares clients’ returns and keeps their books, the forecast, the filings, and the strategy can stay aligned. The firm is a QuickBooks ProAdvisor, AICPA member, UHNW Institute member, and Oracle NetSuite Certified partner with four certifications. Fusion CPA operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 5.0-star average rating from 100+ client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.
About this page and how we use AI
This web page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA articles and pages are developed from real client engagements and the professional experience of our CPAs. We use AI tools to assist with drafting and research. Before publication, every page is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.