Business Advisory

CFO Services to Realize Your Vision

Business Advisory

CFO Services to Realize Your Vision

Reach Your Goals with Business Advisory Services

Fusion CPA’s CEO (Chief Entrepreneurial Officer), Trevor McCandless, started the company with the goal of assisting other entrepreneurs in stabilizing and growing their businesses. 

As a CFO for small businesses and emerging enterprises, our role is to help develop a financial path that aligns with your vision and goals. Our business advisory services are based on our proven process to make your vision a reality. We take a hands-on approach and help you get transparency about all your business functions.

All our services are geared towards helping your business succeed, even during economic downturns. 

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Let us be your partner in business success.


Phase 1: Getting Started on Your Business Journey

If you’re like most entrepreneurs, you work hard juggling many aspects of your business and soon the journey feels a lot like a roller coaster. Many challenges arise and you’re split between responsibilities like budgeting, cash flow management, raising capital, taxes, and much more!

Profitability and service quality are your biggest challenges.

Phase 2: Realizing You Need Assistance

As a small business owner or CEO, you’re looking for ways to get a handle on all the moving parts – and people!

This is where our team of CFOs & management consultants can help with our business advisory services. We assist you in stabilizing your accounting, clarifying your organizational goals and seeing your vision through.

Phase 3: Getting Your Small Business on Track with CFO Advisory

6 Steps to Success

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Step 1: A Shared Vision

Many times entrepreneurs want to dive directly into financial forecasting and projections. However, if you truly want to advance your company efficiently, we can’t start there just yet.

Before we can start forecasting, we need to write down a clear vision of who you arewhere you are, and where you want to be.

We need to identify your organization’s core values, core focuslong-term goals and what makes your company unique. This lays the foundation for the next steps.

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Step 2: Identify the Right People

Once you have a crystal clear organizational vision and goals in place, you then need to have clarity as to who is responsible for executing these goals.

When organizations are in their early stages, they typically do not have the capital to have a different person fill every seat in their accountability chart. The result is that people will wear multiple, different hats and we find teams constantly stepping on each other’s toes.

To have accountability and clarity within each other’s roles and responsibilities is imperative for success, as everyone needs to have their own scorecards and KPIs (key performing indicators)

You also need to keep your employees on board by prioritising employee retention.

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Step 3: Implement Data Tracking

Traditionally business owners primarily rely on their profit and loss statements to indicate their organization’s health and assist with financial forecasting. The main issue with this approach is that when you review these metrics at your quarterly or annual meetings, it is too late to make effective adjustments.

So to become a more agile organization, your scorecards need to be checked in weekly meetings to make collecting reliable, real-time data a priority for team members.

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Step 4: Tackling Issues

When you have a clear vision, the right people in place, and measurable activity data, you will soon begin to uncover issues – some of them common business issues – that you had no idea were a factor.

Our CFO services will help you create an organization where you have a culture of recording and tackling business issues to remove the obstacles that can inevitably hold you back.

Before you can discuss and solve the issues, you first have to identify the root cause as often the issue is only a symptom of a bigger problem.

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Step 5: Business Process (Re)Engineering

Once you have an organization where everyone shares your vision and utilizes measurable data to uncover growth hindering issues, it’s time to create consistency. Consistency is a huge key to any organization’s success because, with consistency, you are able to identify areas that can be fine-tuned. It also helps cultivate transparency and accountability.

To create consistency, you have to have simple, documented core processes that are followed by all. When everyone in your organization follows these processes, it becomes much easier for managers to manage, uncover, and solve issues. When you systematize transparent core processes, your organization will become more scalable because you can efficiently increase your customer reach.

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Step 6: Achieving Effective Meetings

Mastering organizational traction essentially means that you are making your vision your reality. Harmony in a business is a combination of all previous 5 steps, combined with a strategy to check in with team members in a highly effective way.

When you have your transparent data and everyone’s clear on what expectations are, meetings become effective problem-solving tools. Your team leaders know what to present in every meeting and everyone has a clear view of important issues to tackle each week


We know the value of having the right professionals, and our business integrators are here to drive your success.


We know the value of having the right professionals, and our business integrators are here to drive your success.

Are You Interested in Business Advisory?

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.