Bookkeeping Services

At Fusion CPA, you’re not just getting an outsourced bookkeeper; you’re gaining a powerhouse partnership to help you optimize business resources and streamline financial management.

Bookkeeping Services

At Fusion CPA, you’re not just getting an outsourced bookkeeper; you’re gaining a powerhouse partnership to help you optimize business resources and streamline financial management.

If your company employs a bookkeeper, do you still need the services of an accountant? And if your business has a lead controller, does it still need a bookkeeper?

With so many different accounting roles within a business, it can be difficult to distinguish the duties of each. 

Bookkeepers play a crucial role in business accounting. They are responsible for providing accurate and current financial information about a company, and help accountants to prepare financial reports that enable strategic decision-making.

Typical bookkeeping duties include the following:

  • Capturing financial transactions: Bookkeepers are responsible for accurately recording the money coming into and going out of the business. This is important for maintaining the financial health of your company.
  • Reconciling financial statements: A bookkeeper ensures that your business’ books match your bank records. A holistic overview of your finances allows for a smoother tax filing process.
  • Producing invoices and managing accounts: Bookkeepers typically monitor and manage accounts receivable and accounts payable to ensure healthy cash flow.
  • Managing payroll: Making sure that your employees are paid correctly and on time typically involves calculating employee tax and deductions. While this function can be automated by software, a bookkeeper manages the process.

Why choose Fusion CPA?

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: 

  1. Capturing financial transactions
  2. Reconciling financial statements 
  3. Invoice creation and account management 
  4. Software integration and support
  5. Capacity and skills training
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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.

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!

How does a bookkeeper differ from an accountant?

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:

  • Providing financial reports: Your bookkeeper gathers and inputs the data that accountants use to generate financial reports for financial trends. 
  • Tax filing: By keeping records of transactions, bookkeepers gather necessary tax data, while accountants interpret this data for filing. 

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.

We recommend these comprehensive software options:

Our Services Can Scale With Your Business

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.