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.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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.
Need assistance with your tax?
Our 2023 tax preparation fees will now be structured on a flat fee basis and will be collected upon the completion of your tax return. This new approach is aimed at providing transparent pricing, reducing unexpected costs, and offering a more predictable way for you to budget for tax and accounting services throughout the year.
As for the 2024 tax services and consulting, there will be another shift. Starting in January 2024, these fees will be collected on a monthly basis. This change is designed to provide ongoing support and financial flexibility, allowing for a smoother and more continuous engagement with our services throughout the year. We have performed a comprehensive review of your account, you will receive in the next 24 hours your personalized pricing.
Our objective is to ensure that all clients are integrated into a single, unified billing system for optimal efficiency and consistency. However, we have identified some clients for whom continuing with hourly billing is more practical, particularly those experiencing significant fluctuations in activity year over year. If you feel this applies to your situation, we encourage you to reach out to us for a discussion.
For over a decade, Fusion CPA has assisted numerous business entities with diverse
tax needs and services. To better align with your needs, we’ve crafted a new model focused on transparent pricing, minimizing unexpected costs, and providing a predictable way to budget for tax and accounting services. This empowers you to plan your finances effectively, free from ad hoc uncertainties. Our aim is to foster open, frequent communication, encouraging you to reach out for catch-ups, brainstorming, or idea-sharing without hourly billing concerns.
We require a 30-day notice of cancellation for all pricing plans.If the cancellation occurs before the term concludes (term: Jan – Dec), you will not be eligible for our tax return preparation services.
In light of your particular circumstances, it would be beneficial for us to schedule a call to discuss the details of your situation. In our experience, we have noted that as life progresses, the complexity of tax and financial reporting tends to increase. Although certain aspects may stabilize in a given year, changes in tax laws, investments, income, and deductions typically introduce new reporting requirements. Over the long term, these changes often lead to an average increase in the complexity of both reporting and planning.
Yes, we can set that up as well. You will just need to email us this request and we can set up the billing system accordingly.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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.
Need assistance with your tax?
Below are our starting rates; final pricing may vary based on your specific requirements.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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
Quickbooks Online Accounting Optimization
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.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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
Quickbooks Online Accounting Optimization
Ready to begin?
Obtain a free accounting diagnostic to gauge the performance of your financial records.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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
NetSuite Efficiency & Automation Overhaul
Customize your plan with options like a dedicated CFO, accrual accounting, GAAP reporting, weekly KPIs, and more.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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
NetSuite Efficiency & Automation Overhaul
Customize your plan with options like a dedicated CFO, accrual accounting, GAAP reporting, weekly KPIs, and more.
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.
* Prices for add-ons may vary based on individual factors like the number of deposits.
* Prices for add-ons may vary based on individual factors like the number of deposits.
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.
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.
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.
*The pricing structure displauyed 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.
