Business Growth Advisory Services Pricing Packages

Below are our starting rates; final pricing may vary based on your specific requirements.

At Fusion CPA, we understand that businesses have diverse financial needs at different stages of growth.

We take a hands-on approach to optimize your business processes. Our expert services are geared towards helping your business succeed, no matter the environment or business size.

Schedule a Discovery Call

* Prices for add-ons may vary based on individual factors like the number of deposits.

    • Initial Discovery Phase
    • CFO Traction Implementation Day Meeting
    • Financial & Organizational Vision Setting Support 10-year BHAG / 3-year goal /1-year goal
    • Quarterly Rocks Identification Support
    • Weekly Scorecard Identification
    • Identify, Discuss, Solve of Key Issues
    • Accountability Chart Foundation / Restructure Structure Support
    • Participation in L10™ Traction meetings as Finance chair & organizational coach
    • Assist Leadership departmental meeting via EOS® Traction meth as needed
    • Integrator Continual Improvement Meetings
    • Assist in addressing open organizational financial issues & strategies
    • Assist in developing & revising organizational KPIs & scorecards
    • Financial Forecasting & Budgeting Support
    • Dedicated Organizational Coach
    • Dedicated CFO
    • Response Time
    • Email Support
    • Ninety
    • 4 Hours
    • ✓
    • ✓
    • ✓
    • Monthly
    • ✓
    • Monthly
    • ✓
    • 20min /Monthly
    • Monthly
    • ✓
    • Annual Plan + Quarterly Review & Realignment
    • Up to 1 Call / Month
    • Up to 1 Call / Month
    • 3 Business Days
    • ✓
    • 8 Hours
    • ✓
    • ✓
    • ✓
    • Weekly
    • ✓
    • Weekly
    • ✓
    • 45min/ Bi-Weekly
    • Bi-Weekly
    • ✓
    • Annual Plan + Monthly Review & Realignment
    • Up to 2 Calls / Month
    • Up to 2 Calls / Month
    • 48 Hours
    • Unlimited
    • ✓

Add-on Services:

Billed per hour

  • Exit Strategy Financial Planning
  • Financial Health Assessment
  • Tax Optimization Strategies
  • Digital Transformation Advisory
  • Benchmarking Analysis
  • Mergers and Acquisitions (M&A) Financial Advisory

* Prices for add-ons may vary based on individual factors like the number of deposits.

Add-on Services:

Billed per hour
  • Exit Strategy Financial Planning
  • Financial Health Assessment
  • Tax Optimization Strategies
  • Digital Transformation Advisory
  • Benchmarking Analysis
  • Mergers and Acquisitions (M&A) Financial Advisory

Our Process

  • Initial Discovery Session: Meet with key stakeholders to identify pain points and root issues within the organization.
  • Alignment Check: Discuss with the Visionary and Integrator to assess the alignment of their ultimate goals for the organization.
  • Tools Provided: Distribute assessment tools to evaluate the alignment of the organization’s state and objectives.
  • Outcome: Establish a foundational understanding of your business and its challenges.
  • Assessment Tools: Utilize organizational check-up reports and SWOT analysis to gain insights.
  • Document Collaboration: Provide access to a shared document for filling out core values, core focus, mission, and vision for the next 1-10 years.
  • Data Analysis: Analyze the gathered information to understand the current state and desired future of the organization.
  • Engagement Proposal: Create a detailed engagement proposal based on the assessments and diagnostics.
  • Outcome: Have a clear, customized proposal to guide your business towards its goals.
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  • Implementation Day: Review and refine the provided information, and assist in creating actionable plans. Develop a clear roadmap with milestones, rocks, scorecards, and IDSs (Identify, Discuss, Solve) to ensure a streamlined path forward.
  • Hands-On Support: Work hand-in-hand with your team to execute the strategies and changes.
  • Ongoing Collaboration: Provide continuous support through weekly, bi-weekly, or monthly meetings, based on the selected plan.
  • Outcome: Ensure effective implementation and alignment with the strategic goals.
  • Regular Check-Ins: Weekly, bi-weekly, or monthly meetings to monitor progress.
  • Weekly L10 Meetings™: Participate in your L10 meetings to provide guidance and feedback.
  • Optimization: Continuously evaluate the effectiveness of implemented strategies and make adjustments as needed.
  • Outcome: Maintain momentum and ensure continuous improvement and alignment with business goals.

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.

Let's talk about ways to solve issues you are having

Unlock further growth with expert integrator services

If any of the following situations sound familiar, we’d love to hear from you. 

  • Your company can’t deliver because you don’t have streamlined systems, or the systems you’ve used in the past are no longer working and an overhaul is needed.
  • Effective scaling and growth constantly seem just out of reach.
  • Your team is demonstrating resistance to changes, or to company vision and goals.
  • You’ve hit a sales plateau, and previous solutions aren’t working.
  • You don’t have an effective way of measuring your team’s performance, or setting actionable goals. 
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Common FAQs

An Integrator, also known as the CEO’s right hand person, leads and manages business operations with the goal of driving growth and pre-empting potential issues. They offer extensive experience, skills and expertise to enhance overall business operations.

Our services are tailored for businesses who are already established, and want to thrive instead of just survive. If you’re no longer getting the same results and need to up the ante, but don’t know how, we’re here to help. Our executives are industry experts with experience driving success in businesses like yours. 

We’ll form a strategic partnership with you, which includes coaching, mentoring, comprehensive planning, critical performance reviews, as well as operational and financial management. 

We understand when and how to scale your business. With our experience and expertise, we offer valuable guidance and assistance throughout your growth journey, at a pace set to match your needs.

Brandon Roth
Brandon RothAtlanta, GA
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The Fusion team were absolute rockstars with my tax cleanup for this year and last. They saved me thousands in mistakes that "the other guy" was making in my financial organization. They probably should have charged me more but it's too late, I already paid the invoice 😂But seriously, thank you all for your expediency and time this season and I look forward to working with you in 2024.You've gained a new customer for life!
Phil Minnes
Phil MinnesAmerican Family Insurance Agentername
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Trevor and his team are the best! As a first time small business owner they took the time to answer my many questions, never making me feel like a nuisance, and always with a quick response. Very knowledgeable and always looking out for the best interest of their clients. Looking forward to many more years of work together thanks Fusion CPA!
Liz
Liz Atlanta, GA
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I have never used a professional tax preparation service before, but I had a very complicated tax issue this year and Trevor and Steven were awesome in helping me resolve it.They were always accessible via email and phone and they took the time to break down complex tax provisions in a way that was easy to understand. I also appreciated how transparent they were about their fees and how efficient they were in researching issues and preparing my tax returns.
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*The pricing structure displayed may change depending on the specific needs of your business. Please note that accurate and timely tax filing submissions and services require relevant and timely financial information to be provided to our CPAs, per the agreed and structured deadline schedule provided to our clients.