QuickBooks Accounting Services and Consulting

At Fusion CPA, we offer QuickBooks software implementation as well as bookkeeping and tax planning services. Our CPAs are dedicated to your growth. We partner with you to ensure that you use the software to its full potential.

60+ Years of Collective QuickBooks Expertise

Beyond just accounting, we are committed to growing alongside your business, adapting our expertise to precisely where your business stands. Trust us to provide comprehensive support and guidance, allowing you to focus on what matters most – the success and expansion of your business.

The Fusion CPA Difference

Our expertise can strengthen your business

  • Software solutions for improved cash flow management
  • Budgeting and forecasting 
  • Expert advice to optimize cash flow
  • Regulatory compliance 
  • Tax preparation and filing 
  • Tax optimization strategy
  • Financial analysis and real-time reports
  • Automated expense tracking 
  • Customized financial reports
  • Financial statement analysis
  • Key performance indicators (KPIs) setting
  • Training for QuickBooks users
  • Ongoing support and troubleshooting
  • Assistance with software upgrades and updates
  • Bookkeeping support
  • Dedicated controller services

Considering QuickBooks bookkeeping services?

Considering QuickBooks bookkeeping services?

A healthy financial ecosystem requires you to have a handle on various aspects of your business. At Fusion CPA, we use QuickBooks to help you streamline your finances. The software has customizable functionality and integrations to support your bespoke needs and growth strategy.

Gone are the days where QuickBooks was just for small businesses. Medium enterprises can also benefit from the software. Whether it’s basic accounting, payroll, automated processes, or regulatory assistance you need, there is a QuickBooks solution for you. 

Why choose Fusion CPA?

We provide expert advice, personalized services and innovative solutions for your business. Whether it’s a quick consultation or a longer-term project, we can assist you with: 

  1. Ongoing QuickBooks accounting and support
  2. Capacity and skills training
  3. Integration support
  4. Data migration
  5. Custom reporting dashboard setup and support

Don’t let QuickBooks software be a source of stress. Our commitment goes beyond just managing your books; we strategize, innovate, and advocate for your financial success.

Tailored Pricing Plans to Match Your Business

QuickBooks Bookkeepers Answer Your FAQs

At Fusion, our experienced CPAs have successfully implemented QuickBooks for businesses across different industries.

Below are some frequently asked questions, designed to give you a clearer understanding of the software.

QuickBooks is an accounting software platform designed to streamline financial management for businesses. It simplifies bookkeeping tasks, facilitates invoicing and payment tracking, manages expenses, and generates detailed financial reports. With features like payroll processing, tax preparation support, and bank reconciliation, QuickBooks offers a comprehensive solution for businesses of all sizes.

QuickBooks offers various package plans with different features to suit your needs. These include:


  • QuickBooks Simple Start: basic accounting features such as income and expense tracking, invoicing, and reporting.
  • QuickBooks Essentials: basic accounting features with additional capabilities like bill management and time tracking.
  • QuickBooks Plus: accounting features, bill management capabilities, as well as inventory tracking and project profitability analysis.
  • QuickBooks Advanced: ideal for enhanced reporting and customization.
  • QuickBooks Pro: core accounting features like invoicing, expense tracking along with customizable financial reports. 
  • QuickBooks Self-Employed: ideal for freelancers and independent contractors.

Speak to our CPAs to choose the right package for your business.

To set up your QuickBooks you will need the following essential business details:


  • Your company name
  • Industry
  • Fiscal year
  • Bank account and credit card details 
  • Customer and vendor information for your chart of accounts

The intricacies of the setup will depend on the version of the software your business uses. 

Contact us for best practices.

Some of the QuickBooks plans come with a free 30-day trial. Thereafter, the pricing varies based on the version and plan you choose. 

Our CPAs can help assess your business needs and align them to the most cost-effective solution for you. 

Fees paid for accounting services and software like QuickBooks are considered ordinary and necessary business expenses. Therefore, they are typically deductible on your tax return. However, tax laws can vary. It is essential to consult with a CPA to ensure that you meet all the relevant requirements.

Yes. Managing your personal finances with QuickBooks is easy and can be kept in the same account but separate from business expenses. 


Consult with a CPA to learn how to reconcile your personal accounts for accurate financial tracking.

Yes. QuickBooks can easily be integrated with other applications. Speak to your CPA to ensure that the integrations are executed effectively.

Yes. QuickBooks integrates with various payment processors, like PayPal. This functionality enables businesses to invoice clients and customers directly through QuickBooks, with the added convenience of online payment options.

Yes. You can track employee hours for efficient payroll processing within QuickBooks. This helps ensure accuracy and timeous employee payments. You can also pay taxes due for payroll directly from the software.

Employee data reports offered by QuickBooks Online include: Payroll Summary, Payroll Detail, Payroll Deductions and Contribution, Employee Detail, Employee Directory and Total Pay.

Yes. You can track and monitor your inventory seamlessly. The software allows you to input and update product information, including quantity on hand, cost, and sales price. QuickBooks can automatically adjust inventory levels as you make sales, purchases, or returns. This feature is beneficial for businesses involved in retail, e-commerce, or manufacturing.

It is possible to outgrow QuickBooks. The most common signs of this can be found on this blog.

Our CFOs can also help your company grow when you’re ready to make the most of your business’ potential. 

We are passionate about offering our clients a lasting relationship to help their business scale.

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Fusion CPA has been a staple for my personal and business tax preparation needs for the past 7 years. They are accurate, efficient, and very responsive to their clients. I can also trust them with my QuickBooks clean up. I'm amazed at how quickly they can organize my bookkeeping. It's great to know Fusion will take care of my accounting and tax needs so I can focus on the parts of my business that require my expertise. Highly recommend this group! 

Thought leadership blogs for mastering QuickBooks accounting

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!

Our team will address any accounting clean-up tasks that need to be executed and analyze your accounting ecosystem for optimization opportunities and to stabilize your business.

We analyze your accounting to see where you can save with strategic tax planning. We don’t just put out the fire, but also streamline your tax deductions.

We’ve had great success with the business management system, and we love providing our clients with CFO advisory to reach their unique goals.