Fusion CPA
FOUNDING YEAR
2011
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
Fusion CPA
Our team assists companies all over the US with strategic tax planning, accounting, and CFO business advisory. Our tax specialists and outsourced controllers work remotely, adding the benefit of connecting with our clients wherever they may be.
People often think accountants are boring and only care about numbers, but Fusion CPA takes a holistic approach to financial planning. We see ourselves as financial integrators who can see the bigger picture to help you reach your business goals. Our team can also assist with various software solutions and have experience with NetSuite, QuickBooks, Xero, Bill.com, and more.
Often, our clients are so wrapped up in their business and responsibilities that they don’t see the opportunities.
Having an outsider’s perspective makes a huge difference for our clients. They’re often blown away by how much time they save after we reshape their bookkeeping. Or, when it comes to their taxes, how much money they were leaving on the table each year!
People often think accountants are boring and only care about numbers, but Fusion CPA takes a holistic approach to financial planning. We see ourselves as financial integrators who can see the bigger picture to help you reach your business goals. Our team can also assist with various software solutions and have experience with NetSuite, QuickBooks, Xero, Bill.com, and more.
Often, our clients are so wrapped up in their business and responsibilities that they don’t see the opportunities.
Having an outsider’s perspective makes a huge difference for our clients. They’re often blown away by how much time they save after we reshape their bookkeeping. Or, when it comes to their taxes, how much money they were leaving on the table each year!
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Clients that need a tight financial team to help guide and support them on their growth trajectory.
Clients who wouldNOTbe a good fit
Clients that don't want a relationship with their tax and accounting team.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
