Your Finance Department. Finally.
You've been doing the work of a finance team with none of the resources. Fusion Financial Collective changes that — giving you the accounting precision, advisory depth, and CFO leadership your organization has always needed, in one integrated monthly engagement.
How It Works
We Get Into Your Business
We start by learning your organization — your financials, your systems, your goals, and the decisions you face. Then we get to work as an integrated part of your team.
We Work Every Month
Monthly accounting, reconciliations, cash flow monitoring, management reporting, and advisory conversations — on a consistent cadence, all year long. No more year-end scrambles.
We Help You Lead Better
Every month's work feeds into a better understanding of your business — and better decisions. Strategy, planning, budgeting, forecasting. We're in the room when it matters.
ESSENTIAL
Foundation Tier
Monthly Accounting
Weekly updates
Bank & Credit Card Reconciliations
AP & AR Management
Month-end Review & Reporting
Payroll System Setup & Integration Support
Quickbooks Support & Training
$250K–$1M yearly revenue
$750-$1,500/month
The Three Tiers
STRATEGIC
Growth Tier
Everything in Essential, plus:
Cash Flow Planning & Forecasting
Monthly KPI Dashboard
Quarterly Advisory Meeting
Budget Creation & Management
Strategic Planning & Goal Alignment
Scenario Analysis
Proactive Tax Strategy
$750K–$2.5M yearly revenue
$1,500-$3,000/month
EXECUTIVE
Growth Tier
Everything in Strategic, plus:
Scenario Analysis & Decision Support
Leadership Team Collaboration
Strategic Planning & Goal Alignment
Succession planning
Lender, covenant & grant compliance reporting
Nonprofit: funder narratives & board packages
Unlimited advisory access
$2M–$6M yearly revenue
$3,000-$6,000/month
What’s Included:
Accounting Foundation
Monthly Accounting. Payroll System Setup & Integration. Bank & Credit Card Reconciliations. Accounts Payable & Receivable Management. Month-End Review & Reporting. QuickBooks Support & Training.
Advisory & Strategy
CFO-Level Support. Cash Flow Planning & Forecasting. Strategic Planning & Goal Alignment. Budget Creation & Management. Leadership Team Collaboration. Scenario Analysis & Decision Support.
Nonprofit Specialization
Grant-compliant financial reporting. Funder narrative support. Board-level financial packages. Restricted/unrestricted fund management. Audit preparation.