Business Advisory

We provide outsourced CFO services to streamline your finances and realize your vision.

Business Advisory

We provide outsourced CFO services to streamline your finances and realize your vision.

We offer expert advice, personalized services and innovative advisory solutions for your business. Whether it’s a quick consultation or a longer-term project, we can assist you with: 

  1. KPI setting
  2. Creating a vision roadmap 
  3. Clarifying organizational goals
  4. Reliable data tracking
  5. Business process re-engineering

How We Help You Reach Your Goals

Fusion CPA’s founder and CEO (Chief Entrepreneurial Officer), Trevor McCandless, eats, sleeps and bleeds entrepreneurialism. He understands the pain points of starting and growing a business. As such, he started the company to assist other businesses stabilize and thrive.

Our outsourced CFO services don’t just save you time and money. We can also help you develop a financial path that aligns with your unique vision and goals. Fusion CPA takes 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. 

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As a business owner or CEO, you may be looking for ways to get a handle on all the moving parts – and people!

This is where our team comes in.

We have a 6-step process to business success:

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Step 1: A Shared Vision

 

We start with a clear vision of your business. This identifies your core values, long-term goals and what makes your company unique. 

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Step 2: Identify the Right People

Once we have an organizational vision, we help you identify the key players responsible for executing your goals. Accountability and clarity of roles are essential for ongoing success. As such, everyone should have clear key performance indicators (KPIs) and scorecards

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Step 3: Implement Data Tracking

We help your team prioritize and collect reliable, real-time data, in order to become a more agile organization. This helps to indicate your business’ health and assists with financial forecasting.

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Step 4: Tackling Issues

With a clear vision, the right people in place, and measurable activity data, we help you identify the root cause of potential blind spots and common business issues before they escalate.

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Step 5: Business Process (Re)Engineering

We help your business create consistency through documented core processes. This can identify areas to be fine-tuned, and cultivate transparency and accountability. That way, your business can increase its customer reach for sustained scalability.

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Step 6: Achieving Effective Meetings

We help you make your vision a reality. By combining the previous five steps, we ensure everyone has clear expectations for business harmony. Now, your meetings become effective problem-solving tools, with a clear view of important issues to tackle.

Tailored Pricing Plans to Match Your Business

Honest, friendly, and highly knowledgeable firm. They are great at focusing on the future and long term planning on top of normal CPA services.
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Nicholas Amato
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Unlock further growth with expert integrator services

We know the value of having the right people in the right positions, and our business integrators are here to drive your success.

Business integrators bring clarity, communication, and consistency to your organization. We are experts at keeping leadership teams accountable and goal-focused. 

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.

We pave the way for sustainable growth with our 3 step process

Join our client journey without the commitment of an in-house accountant, tax or finance team!

Our team will address any accounting clean-up tasks that need to be executed and analyze your accounting ecosystem for optimization opportunities and to stabilize your business.

We analyze your accounting to see where you can save with strategic tax planning. We don’t just put out the fire, but also streamline your tax deductions.

We’ve had great success with the business management system, and we love providing our clients with CFO advisory to reach their unique goals.

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