Business Growth Advisory and Integrator Services

We provide high-level advisory services and mentorship to manage your operations, realize your vision, and ensure that your business stays on track.

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Our services are aimed at business leaders who feel overwhelmed in their role, or are facing challenges due to a lack of structured systems and processes. 

Trevor McCandless CPA, MTax

Trevor McCandless

CEO, CPA, MTax

Susan Borkowski_CPA_Accounting Manager

Susan Borkowski

CPA PLLC

Danielle Palmer

BBA

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If any of the following situations sound familiar, we’d love to hear from you. 

  • Your company can’t deliver because you don’t have streamlined systems, or the systems you’ve used in the past are no longer working and an overhaul is needed.
  • Effective scaling and growth constantly seem just out of reach.
  • Your team is demonstrating resistance to changes, or to company vision and goals.
  • You’ve hit a sales plateau, and previous solutions aren’t working.
  • You don’t have an effective way of measuring your team’s performance, or setting actionable goals. 

Frequently Asked Questions

An Integrator, also known as the CEO’s right-hand person, leads and manages business operations with the goal of driving growth and pre-empting potential issues. They offer extensive experience, skills and expertise to enhance overall business operations.

Our services are tailored for businesses who are already established, and want to thrive instead of just survive. If you’re no longer getting the same results and need to up the ante, but don’t know how, we’re here to help. Our executives are industry experts with experience driving success in businesses like yours. 

We’ll form a strategic partnership with you, which includes coaching, mentoring, comprehensive planning, critical performance reviews, as well as operational and financial management. 

We understand when and how to scale your business. With our experience and expertise, we offer valuable guidance and assistance throughout your growth journey, at a pace set to match your needs.

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How We Help You Reach Your Goals

Fusion CPA’s founder and CEO (Chief Entrepreneurial Officer), Trevor McCandless, started the company to assist other businesses stabilize and thrive.

We take a hands-on approach to optimize your business processes. Our expert services are geared towards helping your business succeed, no matter the environment or business size. 

Through our Integrator Services, we work in tandem with your CFO to help you reach your goals. 

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Start your journey with a call

Our Process

  • Initial Discovery Session: Meet with key stakeholders to identify pain points and root issues within the organization.
  • Alignment Check: Discuss with the Visionary and Integrator to assess the alignment of their ultimate goals for the organization.
  • Tools Provided: Distribute assessment tools to evaluate the alignment of the organization’s state and objectives.
  • Outcome: Establish a foundational understanding of your business and its challenges.
  • Assessment Tools: Utilize organizational check-up reports and SWOT analysis to gain insights.
  • Document Collaboration: Provide access to a shared document for filling out core values, core focus, mission, and vision for the next 1-10 years.
  • Data Analysis: Analyze the gathered information to understand the current state and desired future of the organization.
  • Engagement Proposal: Create a detailed engagement proposal based on the assessments and diagnostics.
  • Outcome: Have a clear, customized proposal to guide your business towards its goals.
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  • Implementation Day: Review and refine the provided information, and assist in creating actionable plans. Develop a clear roadmap with milestones, rocks, scorecards, and IDSs (Identify, Discuss, Solve) to ensure a streamlined path forward.
  • Hands-On Support: Work hand-in-hand with your team to execute the strategies and changes.
  • Ongoing Collaboration: Provide continuous support through weekly, bi-weekly, or monthly meetings, based on the selected plan.
  • Outcome: Ensure effective implementation and alignment with the strategic goals.
  • Regular Check-Ins: Weekly, bi-weekly, or monthly meetings to monitor progress.
  • Weekly L10 Meetings™: Participate in your L10 meetings™ to provide guidance and feedback.
  • Optimization: Continuously evaluate the effectiveness of implemented strategies and make adjustments as needed.
  • Outcome: Maintain momentum and ensure continuous improvement and alignment with business goals.

Tailored Pricing Plans to Match Your Business

Advisory and Integrator Services
Honest, friendly, and highly knowledgeable firm. They are great at focusing on the future and long term planning on top of normal CPA services.
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Nicholas Amato
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Are You Interested in Scaling Your Business?

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.

Let's talk about ways to solve issues you are having

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!

Schedule a Discovery Call
Stabilization Save Time

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.

Analyze Save Money

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.

Mindful Growth

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