Family Office Accounting Services

Outsourced Accountants and Financial Advisors

Fusion CPA is rich in highly experienced, trusted experts in family office accounting services who walk through financial management of high net worth individuals, families, family offices, trusts and closely held businesses. We serve as reliable advisors who streamline your business and the management of all of your financial affairs such as investment portfolio monitoring, personal finances, reporting and property management. 

We understand the unique goals for every family we serve, and believe we can walk with you to maximize reward and business growth for future generations to come. 

You can schedule a Zoom meeting today to find out what we can do to help you.

Financial Managers That You Can Trust

With over 60 combined years of experience in the industry, Fusion CPA is dedicated and passionate about seeing your business succeed and be the best it can be. 

Table of Contents

Accounting That Counts

Our first stop off at stabilising your business begins with streamlining your accounting processes. At fusion CPA, our accounting services are geared towards expanding your business and helping you reach your organisational goals in a realistic, timely and affordable way.

If you find that management and your business is spending too much time in accounting, our accountants are equipped with the knowledge to successfully put your business on track and take care of all financial concerns while you take care of the goal you wanted to achieve in the first place, running your business smoothly.

Accounting Software for Family Offices

Talk to us about transitioning to the most efficient software for your business

Get The Most Efficacy With The Right Software

The software your family office accounting system utilises will make an impact on the efficacy of your business. Thus, making sure you choose the right software for your operations is vital. 

There are many different choices when it comes to choosing the right family office accounting software, and choosing the wrong option could end up hurting your business. At Fusion CPA, our family office accountants are equipped with the knowledge and expertise to identify which option will best suit and serve each individual client and their unique needs. 

A good place most family offices start, is in search for privacy in their software systems. Our accountants can assist in providing you with the best suited systems that will offer consolidated reporting, governance, data aggregation, and operational products.

Our Family Office Accounting Reviews

I reached out to the Fusion team and within about a week they got me onboarded and started managing my company’s books. Now I’m able to spend more time with my family and friends, and not wake up in the middle of the night worrying about whether I categorized last month's expenses correctly or if I filled out the right tax forms. The Fusion CPA team are truly the best.

Jerry Levington

Get Important Family Office Finance News

We share important news updates - only when necessary and helpful


Specialized Tax Planning and Growth Services

In order for us to provide your business with mindful growth strategies and reliable advisory services, we need to analyse the positioning of your current business and its current strategies.

It is at this point that fusion CPA offer forecasting and tax planning services that guide you through tax laws, make sure you aren’t overpaying or underpaying on taxes, and help you save money. We will look at your business expenses and choose the right entity type to enable us to maximise your deductions that will allow you to put more capital right back into growing and expanding your business. 

Family Office Accounting Services:

  • Forecasting and Financial Planning
  • Cash Flow Management and record-keeping
  • Risk Management Review
  • Estate, Tax and Financial Planning
  • CFO Advisory Services
  • Software Integration Services

And much more! Tell us about your company’s needs:

Let's Optimize Your Finances

At Fusion CPA, our entertainment industry accountants can help with everything from mergers and acquisitions to globalization, research and development, and tax incentives. If you are ready to take control of your finances and accounting while maintaining your peace of mind, contact Fusion CPA to learn more about the services we provide.

Menu