Tailored Pricing Plans to Match Your Business

Tailored Pricing Plans to Match Your Business

At Fusion CPA, we understand that businesses have diverse financial needs at different stages of growth.

Our pricing models are designed to offer a solution for every stage, from startups to scaling enterprises – and fits your budget.

Get started with one of our experts today and focus on growing your business.

Tax Services

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • Premium tax content access
    • Organization Entity Selection Planning
    • Tax Strategy Identification & Explanation
    • Strategy Kickoff calls
    • Tax Strategy Optimization Calls
    • Tax Strategy Implementation
    • Salary Planning & Reasonable Comp Analysis
    • Multi-state compliance and provision
    • Tax return preparation & Tax return review
    • SMLLC Business, Rental Properties Management
    • Tax filing (electronic or paper)
    • Extension (US firms)
    • Estimated quarterly taxes (US firms) | *Actual numbers must be supplied
    • Turnaround time | *Info must be supplied on time
    • Tax Questions (Email support w/ no Analysis)
    • Tax Planning Questions (Email support w/ no Analysis)
    • Tax Projection Questions w/ Limited Analysis
    • Government notice support - for Fusion completed returns
    • Response Time
    • Electronic
    • 4 - 5 Weeks
    • 1/Year
    • 3 Business Days
    • Annual - Salary Survey
    • Electronic
    • Safe Harbor
    • 3 - 4 Weeks
    • 2/Year
    • 48 Business Hours

Get Your Estimate

Add-on Customized Services:

  • Prior Year Past due Income Tax Return Filings
  • Accounting/Bookkeeping Cleanup Projects
  • Foreign/International filings (FinCen, FBAR, 5471, 5472 filings)
  • Multi-State Expansion and Tax Filing Compliance
  • Implementing Stock Options & Equity Compensation Plans
  • Mergers & Acquisitions and Reorganization Tax Planning
  • Shareholder/Partner Expansion
  • IRS Audit Representation
  • Government Notice Support – for tax returns completed by other firms
  • Alternative Investment Tax Strategies (e.g.hedge funds, private equity, real estate)

Our Simplified Onboarding Process

Tax Services

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Customized Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

  • Prior Year Past due Income Tax Return Filings
  • Accounting/Bookkeeping Cleanup Projects
  • Foreign/International filings (FinCen, FBAR, 5471, 5472 filings)
  • Multi-State Expansion and Tax Filing Compliance
  • Implementing Stock Options & Equity Compensation Plans
  • Mergers & Acquisitions and Reorganization Tax Planning
  • Shareholder/Partner Expansion
  • IRS Audit Representation
  • Government Notice Support – for tax returns completed by other firms
  • Alternative Investment Tax Strategies (e.g.hedge funds, private equity, real estate)

Below are our starting rates; final pricing may vary based on your specific requirements.

QuickBooks Controller and
Accounting Packages

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • Reconcile checking, credit, and payroll account transactions
    • Journal Entry Management
    • Fixed Assets Management
    • Inventory Adjustments
    • Accounts Payable Services
    • Accounts Receivable Services
    • Automation of Expense Tracking
    • Cash Flow & Budget Management
    • Financial Reporting: Cash flow forcasting, and budget-to-actual
    • Financial Analysis Meeting
    • Dedicated Bookkeeping Support
    • Dedicated Controller
    • Response Time
    • QBO
    • Expensify
    • Accounts Payable Platforms: Bill.com, Ramp, Deel
    • Expense Management Platforms: Expensify, Ramp, Divvy
    • Custom Reporting: PowerBi
    • Ecommerce Integrations: A2X, QB Commerce
    • Monthly
    • Quarterly
    • Unlimited
    • 3 Business Days
    • Monthly
    • Monthly
    • Unlimited
    • Up to 2 Calls / Month
    • 2 Business Days
    • Weekly
    • Weekly
    • Unlimited
    • Unlimited
    • 24 Hours

Add-on Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

Quickbooks Online setup | Static Rate: $500 

  • Setting Up Products and Service
  • Customer and Vendor Profile Setup
  • Chart of Accounts Creation and Customization
  • Setting Up Bank Feeds

Quickbooks Online Accounting Optimization

  • Review and Clean-Up of Existing Chart of Accounts
  • Advanced Features Integration
  • 3rd Party App Integration
  • Development & Process Streamlining
  • Financial Reporting:
  • Cash flow forecasting, and budget-to-actual
  • Dedicated CFO

Ready to begin?

Obtain a free accounting diagnostic to gauge the performance of your financial records.

Below are our starting rates; final pricing may vary based on your specific requirements.

QuickBooks Controller and Accounting Packages

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

Quickbooks Online setup | Static Rate: $500 

  • Setting Up Products and Service
  • Customer and Vendor Profile Setup
  • Chart of Accounts Creation and Customization
  • Setting Up Bank Feeds

Quickbooks Online Accounting Optimization

  • Review and Clean-Up of Existing Chart of Accounts
  • Advanced Features Integration
  • 3rd Party App Integration
  • Development & Process Streamlining
  • Financial Reporting:
  • Cash flow forecasting, and budget-to-actual
  • Dedicated CFO

Ready to begin?

Obtain a free accounting diagnostic to gauge the performance of your financial records.

NetSuite Controller and Accounting Packages

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • Period End Close Process
    • Financial Analysis Meeting
    • Continuous NetSuite Efficiency & Automation Enhancement
    • Inventory Adjustments
    • Fixed Assets Management
    • Accounts Payable Services
    • Accounts Receivable Services
    • Cash Flow & Budget Management
    • Automation of Expense Tracking
    • Financial Reporting: Cash flow forecasting, and budget-to-actual
    • Dedicated NetSuite Controller
    • Response Time
    • NetSuite
    • Ecommerce Integrations: A2X, Celigo, Far App
    • Accounts Payable Platforms: Bill.com, Ramp, Tipalti, Deel
    • Expense Management Platforms: Expensify, Ramp, Divvy
    • Custom Reporting: PowerBi
    • Monthly
    • Monthly
    • 1 Call / Week
    • 3 Business Days
    • Monthly
    • Monthly
    • 1 Call / Week
    • 2 Business Days
    • Weekly (Soft Close)
    • Monthly
    • 2 Calls / Week
    • 24 Hours

Add-on Customized Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

NetSuite Setup & Configuration

  • Go-Live Support
  • Custom chart of accounts configuration
  • Financial reporting segments alignment (departments, classes, locations)
  • Role-based access controls assistance

NetSuite Efficiency & Automation Overhaul

  • Set-up bank feeds
  • Custom Financial Reporting & Dashboards
  • Create custom reports/saved searches
  • Chart of Accounts
  • Procure to Pay Process (AP)
  • Order to Cash Process (AR)
  • Financial Procedure SOP Development & Process Streamlining
  • NetSuite Module Implementation
  • Accounting Cleanup & Periodic Review
  • Third-Party Integrations utilizing Power BI
  • Dedicated CFO

Customize your plan with options like a dedicated CFO, accrual accounting, GAAP reporting, weekly KPIs, and more.

NetSuite Controller and Accounting Packages

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Customized Services:

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether one-time or periodic. These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

NetSuite Setup & Configuration

  • Custom chart of accounts configuration
  • Financial reporting segments alignment (departments, classes, locations)
  • Role-based access controls assistance

NetSuite Efficiency & Automation Overhaul

  • Set-up bank feeds
  • Custom Financial Reporting & Dashboards
  • Create custom reports/saved searches
  • Chart of Accounts
  • Procure to Pay Process (AP)
  • Order to Cash Process (AR)
  • Financial Procedure SOP Development & Process Streamlining
  • NetSuite Module Implementation
  • Accounting Cleanup & Periodic Review
  • Third-Party Integrations utilizing Power BI
  • Dedicated CFO

Customize your plan with options like a dedicated CFO, accrual accounting, GAAP reporting, weekly KPIs, and more.

Customized Services

For the ultimate flexibility and customization, our Customized Services are available to cater to your specific needs, whether they be one-time or periodic.

These services are perfect for unique tasks, consultations, or when you need expert assistance on an as-needed basis.

Billing Structure: Retainer pricing for these projects will be determined separately. These services may be required on a one-time or periodic basis.

Transparent Flexibility: Use our services as little or as much as you need without being locked into a fixed price.

Tailored Solutions: Whether it’s a quick consultation or a longer-term project, you’re in control of the services you receive.

Business Advisory | Scale

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • CFO Traction Implementation Day Meeting
    • Financial & Organizational Vision Setting Support 10-year BHAG / 3-year goal /1-year goal
    • Quarterly Rocks Identification Support
    • Weekly Scorecard Identification
    • Identify, Discuss, Solve of Key Issues
    • Accountability Chart Foundation / Restructure Structure Support
    • Participation in L10™ Traction meetings as Finance chair & organizational coach
    • Assist Leadership departmental meeting via EOS® Traction meth as needed
    • Assist in addressing open organizational financial issues & strategies
    • Assist in developing & revising organizational KPIs & scorecards
    • Financial Forecasting & Budgeting Support
    • Dedicated Organizational Coach
    • Dedicated CFO
    • Response Time
    • Ninety
    • 2 hours
    • Monthly
    • Monthly
    • Monthly
    • Annual Plan
    • Up to 1 Call / Month
    • 5 business days
    • 4 Hours
    • Bi-Weekly
    • Bi-Weekly
    • Bi-Weekly
    • Annual Plan + Quarterly Review & Realignment
    • Up to 2 Calls / Month
    • Up to 1 Call / Month
    • 3 Business Days
    • 8 Hours
    • Weekly
    • Weekly
    • Weekly
    • Annual Plan + Monthly Review & Realignment
    • Up to 4 Calls / Month
    • Up to 2 Calls / Month
    • 48 Hours

Add-on Services:

Billed per hour

  • Exit Strategy Financial Planning
  • Financial Health Assessment
  • Tax Optimization Strategies
  • Digital Transformation Advisory
  • Benchmarking Analysis
  • Mergers and Acquisitions (M&A) Financial Advisory

Business Advisory | Scale

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Services:

Billed per hour

  • Exit Strategy Financial Planning
  • Financial Health Assessment
  • Tax Optimization Strategies
  • Digital Transformation Advisory
  • Benchmarking Analysis
  • Mergers and Acquisitions (M&A) Financial Advisory
  •  

Are You Interested in Business Advisory?

We understand every business is unique and resides along the road map of the entrepreneurial journey, whether as a start-up or as an existing business.

Common Pricing FAQ

You can easily get in touch with your bookkeeper, controller, or CFO by sending them an email or scheduling a Zoom call with them.

We primarily work with clients using QuickBooks and NetSuite, but we are versatile in our ability to work with clients migrating from different accounting software platforms. Our experienced team can seamlessly adapt to your preferred software or assist you in transitioning to one of our recommended software solutions. We can also build bespoke integrations and make software integration recommendations for efficient bookkeeping services.

We require a 30-day notice of cancellation for all pricing plans. For clients on an annual plan, which includes tax services, if the cancellation occurs before the term concludes (term: Jan – Dec), they will not be eligible for our tax return preparation services.

We obtain access to your financial information by having you submit items to the portal that we cannot retrieve from your accounting file.

Our client onboarding process is a thorough yet simple process in which we attain all the necessary information to begin. During the onboarding process, our main goal is to set clients up on our internal software and assign them to a dedicated CPA.

For clients that don’t require bookkeeping services, we send them an introductory email and invite them to the portal. For clients who are signed up to receive bookkeeping services, we provide them with the new client onboarding document outlining the documents and access we require.

Once the necessary access has been granted, we officially accept them into our system and introduce them to their assigned CPA to commence the work. 

Brandon Roth
Brandon RothAtlanta, GA
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The Fusion team were absolute rockstars with my tax cleanup for this year and last. They saved me thousands in mistakes that "the other guy" was making in my financial organization. They probably should have charged me more but it's too late, I already paid the invoice 😂 But seriously, thank you all for your expediency and time this season and I look forward to working with you in 2024. You've gained a new customer for life!
Phil Minnes
Phil MinnesAmerican Family Insurance Agentername
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Trevor and his team are the best! As a first time small business owner they took the time to answer my many questions, never making me feel like a nuisance, and always with a quick response. Very knowledgeable and always looking out for the best interest of their clients. Looking forward to many more years of work together thanks Fusion CPA!
Liz
Liz Atlanta, GA
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I have never used a professional tax preparation service before, but I had a very complicated tax issue this year and Trevor and Steven were awesome in helping me resolve it. They were always accessible via email and phone and they took the time to break down complex tax provisions in a way that was easy to understand. I also appreciated how transparent they were about their fees and how efficient they were in researching issues and preparing my tax returns.
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*The pricing structure displayed may change depending on the specific needs of your business. Please note that accurate and timely tax filing submissions and services require relevant and timely financial information to be provided to our CPAs, per the agreed and structured deadline schedule provided to our clients.

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