SMB business owners usually handle their own record-keeping and accounting needs, but as their business grows, these tasks can become full-time jobs. This can be especially challenging if the owner lacks experience in accounting. Without a dedicated controller, there is a higher risk of making errors and creating chaos in the accounting system during times of rapid expansion.
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 assist with strategic tax planning, accounting, CFO Business advisory and offer experience in various software solutions like NetSuite, QuickBooks, Xero, Sage, Bill.Com, and more.
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 assist with strategic tax planning, accounting, CFO Business advisory and offer experience in various software solutions like NetSuite, QuickBooks, Xero, Sage, Bill.Com, and more.
We offer businesses of all sizes and industries reliable software solutions and tailored integrations to simplify data integration for accurate financial reporting. Our services in this regard include everything from software implementation to data migration while taking every precaution in ensuring data integrity for your business.
We leverage tools like FloQast, along with custom tools such as Power Automate, APIs, and Excel, to streamline and automate the month-end closing process. This results in cleaner data, faster closing times, and accelerated reporting and KPI generation, empowering better decision-making for our clients.
With platforms like Tipalti and Versapay, we streamline accounts payable and accounts receivable processes. We also have the expertise to create custom workflows tailored to specific client requirements, in order to utilize native accounts receivable and accounts payable capabilities of accounting software like NetSuite.
We leverage powerful tools such as Power BI, analytics, data warehousing with Panoply, and NetSuite’s Saved Searches and Web Query to deliver insightful business intelligence and reporting solutions. Our expertise in APIs allows us to integrate data from various sources, including NetSuite Financials, marketing analytics, time sheets and CRMs like Salesforce, and more
Our team provides automated data analytics and dashboards, connecting seamlessly with Panoply. We offer training and support to leverage the power of Power BI, enabling clients to make data-driven decisions.
We offer secure data storage and management solutions through Panoply, enabling clients to store and analyze massive amounts of data from different sources, ensuring a single version of truth and providing enhanced data backup.
Internal Controls and SOPs: We enhance the internal control environment of businesses by providing approval and review processes through NetSuite workflows, ensuring enhanced segregation of duties. We also assist in creating SOPs and flowcharts, promoting consistency, quality assurance, and risk management.