Accounting Services for Private Equities

Financial management, tax planning and business development strategies for private equity firms.

How Our Expertise Unlocks Your Potential

Fusion CPA offers specialized accounting, bookkeeping, and strategic software solutions for private equities. We employ tailored solutions for your business growth.

Meet Our Team

Tailored Solutions for Your Problems

Our industry accountants can help you with:

Maintaining accurate financial records for a clear view of your financial data.

Specialized accounting services tailored to the unique needs of your private equity firms and portfolio companies. This includes monitoring cash flow management, investor management and business planning, per generally accepted accounting principles (GAAP).

Assistance with tax preparation and strategy that encapsulates ideal investment and exit strategy to optimize tax benefits and ensure compliance.

Guidance on entity tax laws and compliance.

Implementing automation to help you track finances while ensuring complete financial transparency.

Strategic financial forecasting that includes reviewing quarterly investor reports for business growth.

Staying abreast of evolving regulatory frameworks to help you mitigate risks related to investments and operation

Navigating federal tax laws to avoid penalties and double taxation.

Private Equity & AI Ventures Smarter Accounting & Tax for Innovation

Are you building AI tools for private equity firms – like platforms for deal sourcing, portfolio analytics, or due diligence? Or are you launching an AI-first investment fund that uses automation and predictive insights to manage capital? Either way, operating at the intersection of private equity and AI brings unique financial complexity. At Fusion CPA, we combine expert insight with AI-powered automation so you can focus on driving returns while we manage the numbers.

How we support Private Equity AI startups:

AI-driven bookkeeping: Automated categorization, reconciliations, and reporting keep fund and portfolio transactions clean and audit-ready.
Limited Partner (LP) support: We deliver transparent dashboards and statements for Limited Partners, covering fund performance, cash flow, and capital calls.
Carried interest structuring: From allocations to compliance, we optimize carried interest to align with investor expectations and tax efficiency.
Tax optimization: We identify eligible credits, deductions, and implement multi-entity strategies to minimize liabilities and support compliance.
Seamless integrations: Need full integration? We connect QuickBooks, NetSuite, and fund management platforms to create a fully automated financial stack to give you a complete picture of your finances.

Ready to scale with confidence?

Whether you’re building AI for deal sourcing, portfolio monitoring, or fund management, Fusion CPA ensures your finances are built to support innovation and growth. Let’s power the future of private equity together.

Our accountants have specialist experience in the following areas:

Accounting and tax compliance
Private equity investment due diligence
Private equity business development
Software expertise

Start your journey with a call

Tailored Pricing Plans to Match Your Business

Pricing Packages

Most CPAs only put the numbers in the forms. What I love about these guys is they really understand my business. They work with our team so we understand our financial picture at all times and help us run our business. They are entrepreneurs and they understand entrepreneurs. They take care of my multi-company corp bookkeeping, corp/personal tax prep and strategic growth planning.

Thor C Yelp Review

Improve Efficiency with the Right Software

The right accounting software should align with your business needs and streamline your financial operations. Our team of seasoned industry accountants can assist you in integrating and optimizing the best software integrations. We also provide training for your team if they need to learn new features to integrate your data more efficiently.

Perfect for enterprises and SMBs that want to scale, merge or sell their company
Options include ERP, CRM, Professional Services Automation (PSA), and HR management

Dedicated private equity practice management accounting software
Currency conversions, inter-entity transactions and local tax reporting
Build dashboards and reports for real-time business visibility
Reporting and analysis across multiple business entities

The best accounting software for SMBs with basic accounting needs
Not ideal if you want to scale
Has the most app integration possibilities

Talk to us about Software Integration

Blogs for Private Equity Firms

Managing Cross-border Tax Issues in Global Private Equity Deals

Getting a handle on the tax regulatory matters can prevent financial obstacles and lead to successful global private equity transactions.

Accounting for Private Equity Funds: Best Practices and Challenges

Accounting for private equity funds can be challenging. However, being aware of some of the common hurdles can help you prepare well.

Tap Into Equity Tax-Free to Grow Your Wealth Portfolio

Unlocking the potential of your investment while minimizing tax burdens is key to building long-term wealth. Our CPAs shed some light on the benefits of equity tapping when it comes to expanding your property portfolio.

We pave the way for sustainable growth with our 3 step process

Join our client journey without the commitment of an in-house accountant, tax or finance team!

During the stabilization phase, our team will address any accounting clean-up tasks that need to be executed to stabilize your business.

This includes organizing messy accounting records, reviewing prior tax fillings, and setting up efficient bookkeeping and reporting systems.

In this phase, we collaborate closely with you to design a tax strategy that effectively reduces your tax burden. We also focus on streamlining your accounting processes by analyzing your current systems and introducing tax optimization strategies.

With Fusion CPA’s expertise, you can look forward to not just growing your business, but doing so in a financially smart and tax-efficient manner.

We understand that every business has its unique set of challenges and aspirations. That’s why our CFO Advisory service is designed to be more than just financial guidance – it’s a partnership to propel your business toward its unique goals. Our team of seasoned CFOs brings a wealth of experience and a personalized approach to help your business not just grow but scale in a way that aligns with your vision.

Schedule a Discovery Call