Field Service Management and Engineering Accounting

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 & engineering 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_That_You_Can_Trust_Field-service

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.

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

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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

Accounting & Field Service Management Software

Discuss with us how you can transition to the most efficient software for accounting, field service, and engineering management.

 
  • 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
  • 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 
  • 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

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.

Tax preparation for technology businesses often involves intricate scenarios. Accurate filing demands year-round preparation and understanding of diverse tax types. Multi-state operations further complicate matters. Our experienced team specializes in technology tax planning across states, ensuring fiscal integrity for your business.

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.

Field Service Management & Engineering

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.

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

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

You can tell us about your current situation, your needs, and challenges. Do you want multiple users to work on different areas? Does your team need to collaborate on specifics? Are you having trouble reconciling your books and invoices? Each business is unique so we need to get a clear idea of what your current setup is. We also want to help you scale, so your future plans are also an important consideration.

You need accountants for construction companies that can offer total finance management.

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