Whether you’re scaling quickly or keeping things lean, accurate bookkeeping is your first line of financial clarity. But it’s not just about data entry, it’s about having the right information at the right time to make informed decisions.
That’s where Fusion CPA comes in.
We offer end-to-end bookkeeping services designed to reduce manual workload, uncover hidden inefficiencies, and give your leadership team real-time insights. We integrate directly with your internal controller, accountant, or finance lead, or act as your outsourced partner to streamline your financial ecosystem.
Bookkeepers are the unsung heroes behind solid business decisions. Their primary job is to keep your financial engine running smoothly by managing the inflow and outflow of funds, and doing it with precision.
Here’s what that includes:
While bookkeepers and accountants can perform the same functions, deciding which role you need depends on your financial needs and your budget. Moreover, employing the services of a bookkeeper or accountant doesn’t automatically mean that your business has a certified tax agent.
Which is where we come in. Our team works hand-in-hand with your existing internal controller to manage your books. This gives you access to a collaborative ecosystem that supports the evolution of your financial processes.
Whether it’s a quick consultation or a longer-term project, we can assist you with:
With a fully CPA-certified team and years of expertise in optimizing accounting software while guiding CPAs toward strategic roles, our specialists are dedicated to streamlining your finances to realize your vision with strategic precision.
We stand out as one of the few accounting firms committed to nurturing aspiring CPAs, providing them with the vital skills and insights needed to succeed as strategic controllers in their respective fields through our online controller courses.
A bookkeeper’s role is largely administrative, in that they oversee your business’ day-to-day transactions and are largely concerned with record-keeping.
An accountant plays a more subjective role. They provide financial insights by interpreting the data provided by a bookkeeper.
While an accountant can be considered a bookkeeper if a business requires them to double up on their functionality, a bookkeeper cannot play an accounting role without the proper certification.
Despite this, there are certain tasks that can be considered joint efforts by bookkeepers and accountants. These include:
It’s important to note that while bookkeepers and accountants play a role in tax preparation, neither are considered ‘enrolled preparers’. They cannot sign tax returns or represent clients during audits and other matters. This can only be done by CPAs and IRS Enrolled Agents.
You’ll know you are using the right software when your finances, sales, marketing, and operations data is integrated to give you a clear picture of your company’s financial health. Your data should also be easy to find and use.
With reliable accounting software, many of your business’s bookkeeping functions can be automated. However, you’ll still need the expertise of either a professional bookkeeper or accountant to transform the figures into actionable business insights.
If your accounting software isn’t up to the task, Fusion CPA can help you choose and integrate the best solution for your business. We know how important the right software is for business growth.
Accounting is one of those business processes that are non-negotiable. Bookkeeping is a core business process that often requires constant dedication, and this factor alone makes it ideal for outsourcing.
NetSuite Bookkeeping offers streamlined bookkeeping functionality to increase efficiency within your business in a number of ways.
At Fusion CPA, our experienced team can handle your bookkeeping needs, implement QuickBooks Plus effectively, and provide expert advice to help you optimize your financial processes.
At Fusion CPA, we offer a host of outsourced accounting services. Whether you need accounting, bookkeeping, or controller services, we can provide you with the perfect solution. Our accounting experts have years of experience and expertise across different industries.
