Your Finance Department. Finally.
You've been doing the work of a finance team with none of the resources.
Fusion Financial 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.
Our Three Tiers:
FOUNDATION TIER
What’s Included:
» Monthly Accounting
» Weekly Updates
» Bank & Credit Card Reconciliations
» AP & AR Management
» Month-end Review & Reporting
» Payroll System Setup & Integration Support
» QuickBooks Support & Training
ESSENTIAL
$250K–$1M yearly revenue
$750-$1,500 /mo.
GROWTH TIER
What’s Included:
» 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
STRATEGIC
$750K–$2.5M yearly revenue
$1,500-$3,000 /mo.
CFO TIER
What’s Included:
» 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
EXECUTIVE
$2M–$6M yearly revenue
$3,000-$6,000/mo.
All engagements are scoped individually. Let's talk about what your organization needs.
Your finance department runs on the
best tools in the industry.
QuickBooks for accounting accuracy.
Fathom for real-time KPI reporting and management insights.
The tools that keep your financials clean, connected, and current — so every conversation we have is grounded in real data.
Ramp for expense visibility.
Karbon for workflow and client management.
DEEPER LEARNING:
The #1 Report to
Review Every Month
If you could only look at one financial report, which one would it be?
For many business owners and nonprofit leaders, the answer is often the P&L or the Balance Sheet—but the truth is, the most critical report for your organization’s sustainability is your Cash Flow Statement.
Discover more expert advice on our YouTube Channel.
Ready for a real finance department?
Let's talk about what your organization needs. A 30-minute conversation is all it takes to understand whether Fusion Financial is the right fit — and what that could look like for you.