Field Service Management

Professional accounting, tax planning, finance management and software implementation for the field service industry

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.

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.

View Our Reviews

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.

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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 & Field Service Management Software

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

  • Suitable for small businesses and freelances
  • Good invoicing functions
  • Not ideal if you want to scale or integrate a lot of platforms (see NetSuite)
  • Ideal for SMBs that want to scale, merge or sell their company
  • Perfect for enterprises
  • Options include ERP, CRM, Professional Services Automation (PSA), eCommerce (inventory etc.) and HR management 
  • CRM and help desk management
  • Dispatch management
  • Invoicing and billing
  • Great for integrating with other apps like QuickBooks and NetSuite
  • Online user training included
  • Field service management software designed for home service companies with basic business needs
  • Incorporates invoicing, CRM, online booking, quoting and more
  • Not ideal if you want to scale
  • Designed for companies who want to scale to enterprise level
  • Create multiple customer contacts and service locations
  • Itemize company’s stored equipment 
  • See all accounting history at a glance
  • Field service management software for commercial service contractors
  • Increase each tech’s productivity
  • Easily schedule and prioritize
  • When you aim is to sell long-term service contracts 

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. For government contractors, we recommend PROCAS and we can help you integrate your platform of choice with other software you’re using.

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 Field Service Finance Management Expertise

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Architecture

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.
Advancing Your Architecture Firm

Plumbing

If you work on your own, it’s relatively easy to keep track of labor expenses. However, if you have additional plumbers employed, the work done by a particular plumber to the cost of a job. This information is important for proof of business expenses for taxes or payroll.
Accounting for Plumbing Companies

Contactors

More and more people are working and supporting themselves as independent contractors. However, many people don’t realize that income earned in these positions is subject to very different tax rules by the IRS than traditional wage income. As a result, there are a number of important items that contractors, new or old, should be aware of. Independent contractor tax needs to be planned out by a trustworthy accountant.
Independent Contractor Tax Planning Fundamentals

Developers

Real estate developers can rest assured when they turn to us for financial managment. We are experienced in real estate development accounting, tax planning, CFO advisory and software integration.
Our Services for the Real Estate Industry

Roofing

Providing a service installing windows, 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. We can help you streamline your finances and make the most of tax deductions.
Tax Planning for Windows, Roofing & Siding Businesses

HVAC

Are you happy with your current accounting and tax planning setup? Does your accounting software offer online access? You have to give your customers and technicians a way to interact with you and with all the forms needed to keep a job on schedule. The right software also helps streamline your bookeeping.
Improve Your HVAC Company Accounting Software

Engineering

Does it feel like engineering accounting and tax planning duties are falling through the cracks at your firm? Luckily, many new resources and tools for engineering firm accounting practices have been introduced since the last time you looked into your engineering firm bookkeeping solutions.
The Best Ways To Advance Your Engineering Firm's Bookkeeping

Mech Engineering

Your mechanical engineering company needs specialized accounting and bookkeeping to really make the most of its profits. If these are not handled accurately, you could face financial challenges or even problems with the law. When some engineers open their first engineering firm, they are not aware of all the tax laws and bookkeeping intricacies of managing an engineering firm. We can help.
Managing Mechanical Engineering Company Finances

Let's Optimize Your Field Service Company's Finances

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

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