Many owners only see their real profit at tax time. Instead, we’ll give you accurate numbers every month, prepared by the same CPA team that files your return. Start with bookkeeping on QuickBooks or NetSuite, and then add controller support as you grow.
Our six accounting services cover three jobs. First, bookkeeping and clean-up keep your records accurate. Then accounts receivable, accounts payable, and expense management control the cash moving in and out. Finally, controller services add a senior review of it all, with reporting you can plan from. You’ll most likely start with bookkeeping, or a clean-up if your books are behind, and then add the rest as you grow.
QuickBooks track ProAdvisor certified · bookkeeping from $399/mo · controller from $1,365/mo →
NetSuite Certified partner · from $2,500/mo · controller tiers from $5,000/mo→
Know where you stand every month. We reconcile every account and then deliver monthly financial statements built on a chart of accounts designed for your business.
Behind on your books? We catch up and correct months or years of records, so your next tax return or loan application rests on reconciled numbers.
Most cash crunches start when nobody follows up on invoices. We manage invoicing and collections before overdue balances become write-offs.
See company spending as it happens instead of at month-end. We set up Ramp cards with set limits and policies. Each purchase then arrives with its receipt and category attached.
Get reporting your leadership team can run the business on. A controller takes over your close calendar and checks every reconciliation before the numbers reach you, then adds budget-versus-actual reporting (how results compare to plan).
Here’s the order we usually recommend: get the books current, add receivables and payables workflows, then bring in a controller once there’s something reliable to oversee.
Most owners don’t notice their accounting has become the bottleneck until a lender or an investor asks a question the books can’t answer. If any of these sound familiar, it’s worth fixing before your next big decision.
When the monthly close (finalizing a month’s books) drags into the third week, you’re making this month’s decisions on last quarter’s picture. As a result, hiring and pricing calls end up resting on gut feel.
If the people keeping your books never talk to the people filing your return, year-end turns into a stack of adjusting entries. You end up paying for the same work twice, and nobody can plan taxes ahead when profit isn’t settled until spring.
Late invoices and collections nobody owns can drain cash, even when the business is profitable. In most of the books we review, the gap sits in the process between earning money and actually collecting it.
A generic profit and loss statement lumps every service line and location together, so the strong performers hide the weak ones. If your chart of accounts (the categories every transaction is sorted into) wasn’t designed around how you run the business, you can’t see which parts of it are worth growing.
Every industry measures success differently. A staffing firm watches payroll margins week to week, while a real estate investor needs reporting by property. Because of that, we set up your accounts and monthly reporting around the numbers that matter in your sector.
Discuss your setup, challenges, and opportunities, then pick a time that works.
Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.
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Connected Services
Your tax return and your financial plans are only as good as your books. When one firm handles all of it, your tax return is built from the same numbers as your monthly reports, so there are fewer surprises when it’s time to file.
Because we already keep your books, we prepare your S corporation, C corporation, or partnership return from them. That means fewer year-end adjustments and earlier planning conversations.
Certified QuickBooks ProAdvisors handle your bookkeeping or controller work, from first setup to month-end close.
If you’ve outgrown entry-level software, we’ll handle NetSuite bookkeeping, combined reporting across your entities, and the move itself.
Once clean books are in place, a chief financial officer (CFO) can add forecasting and capital planning, so you can test a hire or an expansion against a forecast before committing.
Meet the Fusion CPA Team – experienced CPAs and UHNW Institute advisors, led on the tax side by Katherine Harrington, CPA, MAFM – Tax Director
These four issues come up on most of our Discovery Calls. Here’s how our CPAs answer them, the same way we would if you were sitting across the table from us.
Otherwise, a controller ends up spending expensive hours on clean-up you could have paid less for. So getting bookkeeping current first usually makes every later step cheaper.
Many tax planning moves, such as timing equipment purchases, need to happen before December 31. If your books are current by the fall, there’s still time to act on what they show.
Forms 1099-NEC for contractors are generally due to recipients and the IRS by January 31. Collecting each vendor’s W-9 (the form with their taxpayer ID) at the first payment is far easier than chasing it at year-end. It also helps you avoid penalties for late or incorrect forms.
Cash-basis books are simpler, but lenders and investors often expect accrual-basis statements, which match revenue to the period it was earned. If financing is on your horizon, it’s worth deciding early rather than converting under a deadline.
Every engagement starts with a complimentary Discovery Call. During the call, we’ll look at where your books stand and what’s slowing you down. If we’re a good fit, you’ll leave with a recommended tier and a clear next step.
Once you become a client, we bring your books current and correct historical errors. We’ll also set up a chart of accounts that reflects how you run the business, because every later report depends on it.
As soon as accurate numbers are in place, we set your monthly close calendar and build the reporting package you’ll get each month. From then on, your books feed tax planning all year.
As you grow, we adjust your support and add controller oversight or CFO advisory when the business calls for it. As a result, you won’t need to rebuild your accounting team every time you reach a new stage.
Frequently Asked Questions
Outsourced accounting covers the day-to-day and month-end work an in-house finance team would handle. At Fusion CPA, that includes bookkeeping, controller services, accounts receivable, accounts payable, Ramp-powered expense management, and accounting clean-up, delivered on QuickBooks or NetSuite. Because our tax team works from the same books, your financial statements and your tax return start from one set of numbers.
Bookkeeping records and reconciles your transactions, then produces monthly financial statements. Controller services then add a layer of oversight on top: ownership of the close calendar, a review of every reconciliation, budget-versus-actual reporting, and cash flow forecasts. It’s usually time to make that move when your monthly close starts slipping or your leadership team wants deeper reporting.
Generally, QuickBooks Online is enough if your operations are straightforward. NetSuite is often a better fit once you manage multiple entities, need reporting by department or location, or are preparing for investors. We’re certified on both, so we can help you decide when a move makes sense and then handle the migration.
QuickBooks bookkeeping starts from $399/mo, controller services from $1,365/mo, and NetSuite accounting from $2,500/mo. However, your price depends on transaction volume, number of entities, and complexity. In addition, bundling accounting with tax services can save up to 15%. Every engagement starts with a Discovery Call, where we’ll recommend the tier that fits.
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Read MoreFusion CPA provides outsourced accounting services for businesses across 40+ states, including bookkeeping, outsourced controller services, accounts receivable, accounts payable, Ramp-powered expense management, and accounting clean-up. The firm works in both QuickBooks and NetSuite and coordinates accounting with its tax preparation and CFO advisory, so books and tax returns come from the same numbers. Fusion CPA is a QuickBooks ProAdvisor, AICPA member, and Oracle NetSuite Certified partner. The firm operates from offices in Atlanta, GA, San Juan, Puerto Rico, Park City, Utah, and Tampa, Florida, and holds a 4.8-star average rating from 106 client reviews. Email info@fusiontaxes.com, visit fusiontaxes.com, or call 404-955-7338 to schedule a Discovery Call.
About this page and how we use AI
This web page is provided for general informational and educational purposes only and does not constitute tax, legal, accounting, or financial advice. Tax laws change and apply differently depending on your specific circumstances. Nothing here creates a client relationship with Fusion CPA, and it should not be relied upon or acted on without consulting a qualified professional about your own situation. To discuss how these rules apply to you, contact Fusion CPA at info@fusiontaxes.com.
Fusion CPA articles and pages are developed from real client engagements and the professional experience of our CPAs. We use AI tools to assist with drafting and research. Before publication, every page is verified against primary sources such as the IRS and state departments of revenue and is reviewed for technical accuracy by a licensed CPA, who is named on the piece.