Fusion CPA Unclaimed

Simplify your financial challenges with expert outsourced accounting and controller services tailored for growth.

Optimize tax strategy and ensure compliance with expert guidance and tailored solutions.

Empower your business with strategic CFO advice and growth-oriented guidance.

Streamline your business finances with tailored NetSuite accounting solutions.

Optimize your financial processes with tailored QuickBooks implementation and consulting services.

Enhance collaboration and security in document management with SafeSend Client Portal.

Expert tax solutions for individuals and SMBs to optimize savings and ensure compliance.

Enhance cash flow and profitability with streamlined accounts receivable management services.

Enhance financial efficiency through streamlined accounts payable and expense management services.

Achieve a seamless transition for your accounting firm with expert guidance.

Tailored financial services that empower advertising agencies for efficient management and growth.

Managed accounting, client accounting solutions, technology integration, and ongoing operational finance support to externalize finance functions.

Part-time and fractional CFO leadership delivering financial planning, analysis, budgeting, and strategic guidance without a full-time executive hire.

Integration and automation of accounting platforms and workflows to deliver real‑time reporting, consolidated financial views, and scalable finance operations.

Systems that automate accounts payable, accounts receivable, invoicing, and payment workflows while integrating with accounting ecosystems for faster, auditable cash operations.

Corporate, international, state and local tax planning and compliance, mergers and acquisitions tax, transfer pricing, tax credits and incentives, and controversy support to optimize tax outcomes and manage risk.

Outsourced Accounting & Controller Services

Fusion CPA offers outsourced accounting services including general accounting, bookkeeping, outsourced controller, accounts receivable management, accounts payable and expense management, and accounting software integration, with ongoing maintenance and board-ready reporting for multi-entity organizations.

• Present Clear Insights
  Deliver accurate financial reports that empower strategic decision-making at the highest levels.
• Access Expert Financial Leadership
  Leverage seasoned professionals to guide your financial operations and enhance your business's growth trajectory.
• Control Costs Effectively
  Improve financial oversight and ensure compliance through precise tracking and management of expenses.
• Enhance Cash Flow
  Streamline invoicing and collections to ensure timely payments and enhance business liquidity.
• Optimize Data Flow
  Seamlessly merge accounting processes into your existing systems, enhancing accessibility and accuracy.
• Ensure Accurate Records
  Maintain consistent financial records to support operational insights and compliance.
• Maintain Clean Records
  Ensure accurate financial data through continuous monitoring and reconciliation, preventing discrepancies.
• Support Informed Decision-Making
  Evaluate project profitability to optimize resource allocation and enhance project outcomes.

Tax Planning & Compliance Services

Tax strategy, planning, reporting and compliance services, including international, expat and multi-state filing, IRS audit management, and software solution integration.

• Mitigate Tax Audit Risks
  Our team ensures thorough preparation and representation during IRS audits to protect your interests.
• Ensure Comprehensive Compliance
  Our comprehensive filing services keep you compliant in all jurisdictions, avoiding penalties and risks.
• Maximize Tax Savings
  Craft tailored investment strategies that align with your tax objectives to enhance your profitability.
• Enhance Operational Efficiency
  Utilize technology for seamless data management, improving tax reporting and compliance accuracy.
• Streamline Interstate Operations
  We manage complex multi-state tax regulations to ensure complete compliance and optimal tax treatment.

CFO Advisory and Business Growth Advisory

Partnership with seasoned CFOs offering tailored financial leadership, growth planning and forecasting; built around a structured three-step process to drive sustainable growth.

• Offers Customized Financial Insight
  By providing personalized advice based on extensive industry experience, this service allows businesses to align their financial strategies with their unique growth trajectories.
• Streamlines Business Development
  This structured process guides businesses through identifying challenges, implementing solutions, and measuring outcomes, thus ensuring continuous improvement and sustainability.
• Facilitates Informed Growth Decisions
  This feature enables businesses to identify potential growth opportunities and create actionable timelines, ensuring that plans are realistic and aligned with financial capabilities.
• Enhances Operational Transparency
  Regular performance assessments help pinpoint areas of improvement, ensuring that business objectives are consistently met and adjusted as needed.

NetSuite Accounting

NetSuite accounting implementation and consulting services to enable efficient financial management.

• Facilitates Smooth Financial Transitions
  Helps businesses transition from outdated systems to NetSuite, ensuring seamless data migration and setup for optimized financial operations.
• Streamlines International Transactions
  NetSuite's advanced multi-currency capabilities allow businesses to manage and reconcile accounts across different currencies, simplifying global operations.
• Ensures Accurate Data Transition
  Our experts assist in moving historical financial data to NetSuite, ensuring accuracy and compliance with accounting standards.
• Improves Workflow Efficiency
  Integrates with existing business applications to streamline workflows, enhance data accuracy, and reduce manual entry efforts.
• Empowers Quick Decision-Making
  NetSuite provides real-time dashboards and reports, allowing businesses to make timely and informed financial decisions.

QuickBooks Accounting

QuickBooks accounting implementation and consultant support to optimize finance for small to mid-sized businesses.

• Maximize Your QuickBooks Investment
  Get tailored consulting and implementation support to leverage QuickBooks effectively, ensuring your business's financial processes are optimized and compliant.
• Maintain Financial Accuracy
  Receive regular support and updates, ensuring your QuickBooks data remains accurate and compliant with evolving regulations.
• Gain Real-Time Insight
  Access customized reports and dashboards for informed decision-making, providing a clear view of your financial health.
• Streamline Your Financial Ecosystem
  Ensure seamless data flow between QuickBooks and other platforms, minimizing manual data entry and enhancing accuracy.
• Simplify Expense Management
  Streamline the tracking of expenses with automated tools, reducing manual efforts and increasing accuracy.
• Empower Your Team
  Equip your staff with the necessary skills to manage financial data and utilize QuickBooks functionalities effectively.

SafeSend Client Portal

SafeSend client portal suite providing a secure hub for document sharing, storage, and communications, with secure file transfers and guided data collection.

• Centralizes Document Management
  Access all your documents in one secure location, enhancing organization and efficiency.
• Ensures Secure File Transfers
  Utilizes encryption to securely send and receive large files, protecting sensitive information.
• Facilitates Tax Document Management
  Allows for easy review and signing of tax documents, ensuring quick processing and compliance.
• Streamlines Information Collection
  Simplifies submitting documentation through a guided, user-friendly process.

Outsourced Tax Planning & Preparation Packages

Packages designed for high-net-worth individuals and SMBs, offering tax planning, preparation, and add-on customized services with flexible billing.

• Optimize Wealth Management
  Specialized strategies that provide clarity in managing complex tax situations for high-net-worth clients, helping to retain wealth.
• Enhance Service Flexibility
  Tailored to individual or business needs, these add-ons ensure that clients receive expert assistance as needed, maximizing tax efficiency.
• Streamline Business Tax Challenges
  Focused solutions designed to navigate the specific tax challenges faced by SMBs, ensuring compliance and financial clarity.
• Proactive Tax Strategy Development
  Regular planning sessions ensure clients are prepared for tax obligations and can strategically reduce their tax liabilities.

Accounts Receivable Management

AR management including system design, software integration, training, and process improvements to optimize cash flow and profitability.

• Optimize AR Processes
  Enhancing accounts receivable processes to ensure faster collections and improved cash flow.
• Implement AR Systems
  Design and put systems in place for efficient management of accounts receivable.
• Integrate AR Software
  Seamlessly connect accounting software to streamline accounts receivable processes.
• Track Payments Effectively
  Ensures accurate tracking of client payments and enhances collection efficiency.
• Provide Training For Staff
  Empowering teams with the knowledge and skills necessary to optimize AR management.
• Automate Invoicing
  Streamlines invoicing by automating recurring invoices and sending reminders.

Accounts Payable & Expense Management

Payables processing and expense management to control costs and improve cash flow.

• Streamlines Vendor Payments
  Facilitates timely and accurate payments to suppliers, enhancing vendor relationships and maintaining a reputable standing in the marketplace.
• Optimizes Expense Tracking
  Utilizes tailored software solutions to monitor expenditures, automate reporting, and enable strategic financial insights, ultimately improving cash flow.
• Ensures Seamless Integration
  Provides expertise and support in linking financial systems, reducing manual data entry, and enhancing accuracy in financial reporting.
• Increases Efficiency in Bill Management
  Speeds up the processing time for vendor invoices, reducing the risk of errors and ensuring timely payment while optimizing cash flow management.

Partner, Merge or Sell Your Accounting Firm

Guidance to partner, merge, or sell an accounting practice, including evaluation, valuation and integration.

• Maximize Your Firm’s Value
  Through strategic valuation, our experts help enhance sale price and retention rates during transitions.
• Ensure Seamless Transition
  Our team assists in managing the integration process, ensuring continuity for clients and employees.
• Analyze Your Practice
  We assess your current operations to identify the optimal path, be it partnership, merger, or sale.
• Customize Your Transition Strategy
  We develop a personalized plan that fits the specific needs and goals of your firm.

Accounting for Advertising Agencies

Specialized financial management and software solutions for design, PR, social media, and digital and content marketing agencies.

• Enhance Profitability Monitoring
  This feature ensures that advertising agencies can track project profitability effectively, allowing for informed financial decisions.
• Optimize Revenue Tracking
  This helps clients stay ahead with accurate revenue tracking and strong cash flow management, crucial for business stability.
• Facilitate Informed Decision-Making
  Real-time data allows agencies to make swift, informed decisions based on their current financial health.
• Gain Strategic Financial Insights
  CFO advisory services help agencies align their financial strategies with business goals for sustainable growth.
• Streamline Financial Processes
  Effective software integration enhances operational efficiency, making it easier for agencies to keep their finances in order.