Field Service Management

Accounting, tax planning, finance management and software implementation

Fusion CPA’s team of accountants are experienced in outsourced field service management, including tax planning and CFO business advisory. We’ve assisted companies in field service from IT and construction, to repairs and maintenance. We also integrate accounting software for construction and field service companies. Our field service accounting assistance is designed to provide you with operational insight you can trust to minimize your risk and leverage profits.

Financial Managers Who Love Growing Businesses

Whether you own a startup that needs help setting up an accounting system or an established company with many moving parts, we have a finance management or accounting solution to help you.

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Accountants with Field Service Management Experience

It’s important to work with people who want to help your business succeed. Start setting your goals today – and talk to us about how to reach them! We’re leading the charge in cloud-based, online accounting services that can keep up with a growing business. Our accounting services pave the way for your business to reach its goals. From there, our outsourced finance management is key to long-term success.

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Trevor and Fusion CPA has been awesome to work with. I own an LLC. Not only were they able to advise and guide me through my questions, but they also set me up for success. You won't get the big, corporate firm mentality from these guys. They genuinely care about each of their clients and uphold them as personal relationships versus a paycheck.

Eric K.

Field Service Management

Our business advisory services can encompass everything your team needs to succeed.

The Fusion CPA team can create a clear path to where your business can be. Whether you are a small firm or an established company, our business analysis and financial forecasting services can identify opportunities to achieve your goals.

We will also provide operational efficiency through effective workflows and processes, and increase profits for your company. We have experience in CFO advisory and implementing field service KPIs to reach business goals.

We can integrate all your data in one place so you always have a clear financial report. When tax time rolls around, we’ll have all of your filing information and financial records compiled and ready to submit. We can help you minimize taxes and simultaneously anticipate your cash needs.

Accounting & Field Service Management Software

Talk to us about transitioning to the most efficient accounting and field service management software

What is the Best Accounting Software?

We often get this question and it’s really difficult to answer without knowing more about your company. We would like to help you grow your business and to do this you need accounting software suited to your current situation as well as your business goals. We are serious about growing your business.

We can provide you with the benefit of industry-specific and expert account creation and oversight in addition to fast, accurate inventory management, job-costing analysis, and invoicing.

It's more important to ask: What is the best software for my company's specific needs?

Your accountant will carefully evaluate your unique requirements and choose the best cloud-based accounting platform that integrates with your other apps. Other considerations are the pricing and scalability of the different platforms, and their anticipated lifespan. 

With the right field service management and accounting software, you can:

  • Track customer preferences
  • Store customer data
  • Reconcile bookkeeping and inventory
  • Manage payroll 
  • Optimize you teams’ schedules
  • Do quotes, invoicing, and job costing
  • Get notifications for important events
  • Track KPIs and other data

Our Accounting Expertise

Achieve Your Business Goals

Finance management is not a clear-cut process for all businesses. We evaluate your specific needs and put together an action plan.

Accounting and Tax Planning Tips

Our thought leadership blogs

Tips For Advancing Your Architecture Firm’s Accounting

You need to pay commissions, juggle realtor fees, and pay vendors. Trying to mold a generic bookkeeping system to work for your specific needs in architecture firm accounting and tax planning can create a real mess. Read about important accounting considerations.

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Bookkeeping and Tax Planning for Plumbing Companies

If you work on your own, it’s relatively easy to keep track of labor expenses. However, if you have additional plumbers employed, a plumbing company CPA will need to accurately record hours worked using time cards. They will link the work done by a particular plumber to the cost of a job. This information could allow you, as a business owner or business manager, to identify the employees who are the most productive. It allows you to show proof of business expenses when the time comes to do your business taxes or payroll.

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Financial Optimization for Roofing and Siding Businesses

Providing a service, such as roofing and siding, usually requires you to hire and train staff. It also involving a bid on projects, acquire materials and make sure the jobs you’re completing are done correctly. Managing all of these areas may make it challenging to keep track of each financial transaction you’re making. Paying for expenses related to your suppliers, tools, employees, travel and vehicles may start to become cumbersome, especially when you get busy.

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Let's Optimize Your Field Service Company's Finances

We have the team, the tools, and the expertise to transform your company