About Fusion CPA:
Your Strategic Accounting & Tax Partner
Revolutionizing Financial Management Since 2011
Who We Are
At Fusion CPA, we’re not just tax accountants, we’re growth-focused financial partners who combine accounting expertise with deep strategic insights. Founded in 2011 by Trevor McCandless, CPA, MTax, our firm is built to serve modern businesses navigating fast growth, complex tax situations, and evolving financial systems.
From our hubs in Atlanta, GA, and San Juan, Puerto Rico, we support clients across the U.S. through a paperless, tech-driven approach that removes the friction from financial operations.
We’re powered by the Entrepreneurial Operating System® (EOS) — a framework that helps our clients operate with more discipline, clarity, and accountability. Our remote-first team of CPAs has specialized experience in technology, staffing, real estate, private equity, marketing, law, healthcare, entertainment, e-commerce and more.
What We Do
What We Do
We provide full-service CPA solutions that go beyond tax filing. Our team delivers strategic financial leadership for companies ready to scale, with a focus on automation, efficiency, and insight. Whether you’re searching for a CPA near me, need business tax filing, or require a virtual CFO, we’ve got you covered.
Tax Strategy & Multi-State Compliance
We don’t just file your taxes — we build long-term strategies to reduce liabilities, stay compliant, and maximize your cash flow. From federal to multi-state taxes, our team ensures you’re always a step ahead of the IRS.
Outsourced Accounting & Bookkeeping Services
Focus on your business, not your books. We provide real-time accounting, controller oversight, and month-end close automation using tools like FloQast, Power Automate, and Excel integrations.
Virtual CFO & Financial Advisory
Need a CFO but not ready to hire one full-time? Our fractional CFO services help guide your budgeting, forecasting, fundraising, M&A, and more, with strategies aligned to your long-term goals.
Accounting Software Integration & Support
We’re experts in NetSuite, QuickBooks, Tipalti, Versapay, and more. Whether you’re migrating systems, integrating APIs, or optimizing reporting workflows, we ensure your tech stack works for you.
Business Intelligence & Custom Dashboards
We transform your raw financial data into clear, actionable insights. Using advanced data management and visualization tools, we build automated dashboards and key performance indicators tailored to your decision-making needs.
Internal Controls & SOP Development
We build scalable, risk-reducing systems with clear workflows, role-based approvals, and documented standard operating procedures to protect your growing business.
Why Work With Fusion CPA
We Solve the Right Problems
Whether you’re facing a tax audit, drowning in spreadsheets, or struggling with accounting software, our team knows how to fix it.
We’re Tech-Forward Accountants
From NetSuite to automated reporting, we leverage top-tier tools to create efficiencies and eliminate manual bottlenecks.
We Help You Scale Safely
Our strategies aren’t one-size-fits-all. We tailor solutions to your industry, growth stage, and specific needs, all backed by EOS discipline.
We’re a Global, Agile Team
With decades of experience and a remote-first team, we’re always accessible, always collaborative, and always thinking ahead.
We Partner With Purpose
We’re more than a vendor — we’re a long-term strategic ally that’s invested in your success.
Let’s talk about where your business is today, and where you want it to go. Whether you need tax help, outsourced bookkeeping, or a CPA who understands your tech stack, Fusion CPA is ready to guide the way.
Tailored Pricing Plans to Match Your Business
What is Fusion CPA?
Fusion CPA is a full-service accounting and financial advisory firm specializing in tax planning, outsourced accounting, controller services, CFO advisory, and accounting software integration. Founded in 2011, we help businesses scale smarter by combining strategic insight with real-time financial management and modern technology solutions.
What makes Fusion CPA different from a traditional accounting firm?
Fusion CPA is more than a tax preparer — we’re a strategic partner. Our approach combines real-time financial data, tax strategy, and industry-specific insight to help businesses grow with clarity. We also operate 100% paperless, with certifications in multiple accounting software platforms like NetSuite and QuickBooks.
Do you provide CPA services outside of tax season?
Absolutely. Our tax service operates on a subscription model, giving you year-round access to your CPA for proactive planning, preparation, and filing—without last-minute stress. Many of our clients also rely on us throughout the year for outsourced accounting, controller oversight, budgeting, forecasting, and CFO advisory. We believe a consistent financial strategy is just as essential as accurate year-end filings.
How do I know if my business needs an outsourced controller?
If you’re spending too much time managing your books, unsure how to forecast growth, or preparing for funding or acquisition, a controller can help. We provide financial leadership tailored to your goals without requiring a full-time hire.
Why choose Fusion CPA as your local Atlanta CPA firm?
If you’re looking for a local Atlanta CPA who understands the unique tax landscape of Georgia while bringing global strategy and tech-forward accounting to the table, Fusion CPA is your ideal partner. With our roots in Atlanta, headquarters in Puerto Rico, and remote-first flexibility, we provide personalized service with big-firm capability.
Can you support businesses in multiple states or countries?
Yes. Fusion CPA works with companies that operate across multiple states — and even globally. We handle multi-state tax compliance, international structuring, and currency integration in accounting platforms. Our team is trained to support cross-border business operations.
Who founded Fusion CPA?
Fusion CPA was founded by Trevor McCandless, a CPA and Master of Taxation, in 2011. As an entrepreneur himself, Trevor launched the firm to help other business leaders access the financial clarity and strategic support needed to grow confidently.
