5.0
Average rating
3
Client Reviews
$149 to $215
Monthly Fixed Fee
What Our Clients Say
5.0
3 Client Reviews
Roneque Janse van Rensburg
May 17, 2024
Experience working with Fusion CPA
I think what sets Fusion CPA apart is that the team actually loves taxes and accounting - which translates into exceptional service, especially for those of us who aren't big fans of numbers.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Susan Muhlheim Borkowski
June 5, 2024
Experience working with Fusion CPA
I love working with this passionate group of CPAs!
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industries
Client Type
Services Offered
Service Pricing
Monthly Fixed Fee
$149 to $215
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Fusion CPA's Tech Stack
About 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!
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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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
