FUSION SERVICES
ADVISORY | CONSULTING
CFO ADVISORY SERVICES
Understanding your unique vision and goals, we develop strategic solutions and provide objective insights to inform key decisions and give you the focus and direction to successfully achieve your goals.
Here's what we'll tackle together:
STRATEGIC FINANCIAL PLANNING
Documenting a strategic financial plan with financial goals and objectives will give you the focus and direction you need to achieve your goals. Fusion Solutions will work with you to understand your goals, develop a strategic financial plan, and set targets to monitor your performance.
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BUDGETING
AND FORECASTING
Budgets and forecasts are used together to plan for the future. Fusion Solutions will help you create budgets and forecasts that support your goals and inform critical business decisions. By reviewing actual results against your budget and updating forecasts on a regular basis, Fusion Solutions will monitor the progress towards achieving your goals.
FINANCIAL REPORTING
AND ANALYSIS
Fusion Solutions will review your financial reports on a regular basis and provide guidance to maintain your books and records on the accrual basis of accounting. Fusion Solutions will analyze the results, provide objective financial insights to inform key business decisions, and track your performance against strategic targets.
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CASH
FLOW
FORECASTING
Fusion Solutions will build a cash flow forecast and monitor cash flow on a regular basis to anticipate credit sales delays, manage expenditures accordingly, and plan for appropriate action to maintain adequate cash flow.
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PERFORMANCE TRACKING​​
Fusion Solutions will work with you to understand your financial goals and objectives and develop KPIs to track your performance and progress towards achieving your goals.
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A GOAL WITHOUT A PLAN IS JUST A WISH
ANTIONE DE SAINT-EXUPÉRY
CONSULTING SERVICES
We provide results driven solutions by taking the time to understand how the data and related outcomes fit into the context of not only the project but the overall operations of the company and it's strategic objectives.
Here's what we'll tackle together:
DATA
MIGRATION
Fusion Solutions has experience working with different accounting systems. If you are migrating from one accounting system to another, Fusion Solutions offers the necessary experience and expertise to extract your data, migrate and maintain the integrity of your data, and ensure that the data transferred is complete and accurate.
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CHART OF ACCOUNTS
Fusion Solutions will work with you to understand your goals and operations to establish a chart of accounts with the appropriate level of depth and detail necessary for financial reporting purposes.
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ACCOUNTING POLICIES AND PROCEDURES
Fusion Solutions will work with you to develop and document your accounting policies and procedures to accurately reflect your accounting policies, processes, and related internal controls.
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AUDIT AND REVIEW
SUPPORT
Fusion Solutions will make sure you are ready for a financial statement audit or review by reviewing the internal financial statements and supporting schedules for accuracy in accordance with GAAP and preparing any necessary adjustments, supporting schedules, and financial reports. Fusion Solutions will manage gathering data requests and responses, tracking the status of data requests, and communication with the auditors throughout the audit process.​
DUE
DILIGENCE SUPPORT​​
Gathering data requests during the diligence process can be time consuming and tedious. Fusion Solutions will manage the diligence request process including preparing and gathering responses, tracking the status of requests, and communicating status updates.
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