- 455
- 223 853
Fusion CPA
United States
เข้าร่วมเมื่อ 19 ก.ค. 2018
Fusion CPA offers more than just expert tax and accounting services and software expertise; we are strategic allies in achieving financial growth. Our CPAs prioritize the development of businesses of different sizes and across various industries.
With our HQ in San Juan, Puerto Rico, and a bustling hub in Atlanta, GA, our paperless approach isn’t just environmentally friendly - it’s the key to unlocking seamless collaboration no matter where you are.
Our holistic approach to finance reshapes your bookkeeping and accounting practices to save you time and increase efficiency. We also pride ourselves in uncovering tax strategies that can potentially keep more money where it belongs: in your pocket. With a cutting-edge approach to technology and cybersecurity protocols, we can also help you streamline your processes and keep potential threats at bay.
Our team doesn’t just work for you; we partner with you for growth and innovation - www.fusiontaxes.com/
With our HQ in San Juan, Puerto Rico, and a bustling hub in Atlanta, GA, our paperless approach isn’t just environmentally friendly - it’s the key to unlocking seamless collaboration no matter where you are.
Our holistic approach to finance reshapes your bookkeeping and accounting practices to save you time and increase efficiency. We also pride ourselves in uncovering tax strategies that can potentially keep more money where it belongs: in your pocket. With a cutting-edge approach to technology and cybersecurity protocols, we can also help you streamline your processes and keep potential threats at bay.
Our team doesn’t just work for you; we partner with you for growth and innovation - www.fusiontaxes.com/
Balancing Family Business and Personal Goals | Family Business Consulting
Working in a family business is rewarding but comes with unique challenges. Balancing personal aspirations with the demands of the business can feel overwhelming, but it’s essential for growth and well-being.
In this video, we share practical strategies to:
-Align personal goals with business growth.
-Establish clear roles, policies, and boundaries.
-Foster a mentoring culture for succession planning.
-Bring in professional advisors to maintain objectivity and financial health.
At Fusion CPA, we help family businesses thrive by aligning personal and business goals💡www.fusiontaxes.com/services/business-growth-advisory-services/financial-planning-your-family-business-our-expertise/
📞Schedule a FREE Discovery Call today and start building a lasting legacy | calendly.com/d/3y5-fx9-z64
👉More on our consulting, succession planning and conflict resolution: www.fusiontaxes.com/services/business-growth-advisory-services/communication-and-conflict-resolution/
In this video, we share practical strategies to:
-Align personal goals with business growth.
-Establish clear roles, policies, and boundaries.
-Foster a mentoring culture for succession planning.
-Bring in professional advisors to maintain objectivity and financial health.
At Fusion CPA, we help family businesses thrive by aligning personal and business goals💡www.fusiontaxes.com/services/business-growth-advisory-services/financial-planning-your-family-business-our-expertise/
📞Schedule a FREE Discovery Call today and start building a lasting legacy | calendly.com/d/3y5-fx9-z64
👉More on our consulting, succession planning and conflict resolution: www.fusiontaxes.com/services/business-growth-advisory-services/communication-and-conflict-resolution/
มุมมอง: 32
วีดีโอ
Expert Insights Navigating Succession Planning for Family Businesses | Fusion CPA
มุมมอง 3514 ชั่วโมงที่ผ่านมา
Did you know that 60% of businesses shut down within a year of the CEO or founder’s passing? At Fusion CPA, we understand how crucial it is to have a plan in place for the future of your family business. Our expert team specializes in family business consulting and offers guidance on navigating the complexities of succession planning and beyond. Trevor McCandless and Thor Conklin dive into the ...
How to complete form 1065 | Partnerships
มุมมอง 13414 วันที่ผ่านมา
Learn how to file IRS Form 1065 with ease in this step-by-step video guide! Form 1065 is a critical tax document for partnerships and LLCs, reporting income, deductions, and credits to the IRS. Whether you're a domestic partnership, LLC, or another qualifying entity, this video will help you navigate the filing process, including: - Required documents and information - Partner allocations and S...
How Do PEOs and Income Tax Nexus Impact Remote Worker Taxes?
มุมมอง 17521 วันที่ผ่านมา
Why Is Remote Worker Tax So Complicated? Managing taxes for remote workers means navigating varying state laws for payroll, income, and sales tax. Hiring out-of-state employees requires registering with local tax and labor agencies, increasing the risk of double taxation and compliance errors.💲 From state tax reciprocity agreements to “convenience rules” in states like New York and Pennsylvania...
Turn Losses Into Gains: Master Tax Carryforwards and Carrybacks
มุมมอง 15128 วันที่ผ่านมา
Did you know your financial losses can actually save you money on taxes? 💡 With tax loss carryforwards and carrybacks, you can offset losses against past or future taxable income, reducing your liability and even securing refunds. Whether you're a business owner navigating fluctuating profits or an individual managing investments, these strategies can provide a financial cushion when you need i...
2025 Corporate Tax Filing Deadlines | Forms You Need to Stay Compliant
มุมมอง 78หลายเดือนก่อน
A new year means a fresh start to plan and save on your taxes! 💸 Get ready to meet your business goals and enjoy a stress-free tax season with our breakdown of key filing dates and required forms. 📅 ✅ Add the Tax Compliance Calendar to your schedule with automatic reminders to ensure you never miss an important date! 🗓️2ly.link/21the We also cover IRS disaster tax relief for those affected by H...
![Fund Management Simplified: Breaking Down Key Terms [Fund Management Jargon]](http://i.ytimg.com/vi/s_-oLgmtoOE/mqdefault.jpg)
Fund Management Simplified: Breaking Down Key Terms [Fund Management Jargon]
มุมมอง 100หลายเดือนก่อน
Fund management can be a maze of complex terms and concepts. 🌀 In this video, we’re simplifying it all so you can navigate the financial landscape with confidence. 💡 As CPA experts, we break down key industry terms like: Net Asset Value 📊 - Understanding a fund’s total worth. Expense Ratio 💰 - How much it actually costs to invest. Assets Under Management (AUM) 📈 - A metric of your fund manager’...
Transform Your Family Business with EOS Insights from Our Expert CPA
มุมมอง 29หลายเดือนก่อน
At Fusion CPA, we leverage the power of the Entrepreneurial Operating System (EOS) to help family businesses achieve transformative growth and lasting success. By implementing EOS, we guide family-owned businesses through structured systems that create clarity, alignment, and measurable progress. Whether it's establishing short-term goals or planning for long-term growth, EOS empowers family bu...
Family Business Finances: Avoid Costly Mistakes by Separating Personal and Business Expenses
มุมมอง 153หลายเดือนก่อน
Struggling with financial conflicts in your family business? Mixing personal and business finances is a common challenge that can lead to strained relationships, regulatory complications, and stunted growth. In this video, we uncover the risks of combining finances and share actionable strategies to help your family business thrive. At Fusion CPA, we specialize in helping family businesses navi...
100 Years in Business: A Family Legacy - Lessons from Curtis Joseph
มุมมอง 113หลายเดือนก่อน
Navigating the Complexities of a 100-Year-Old Family Business - A Conversation with Curtis Joseph and Fusion CPA’s Trevor McCandless In this insightful video, Trevor McCandless, CEO of Fusion CPA and seasoned Family Business Consultant, sits down with Curtis Joseph, who recently sold his century-old family business in St. Louis. Having connected at the Mainstreet Conference, this conversation d...
Understanding PTET: Tax Savings for Multi-State Businesses
มุมมอง 1272 หลายเดือนก่อน
Navigating taxes for your pass-through entity can be complex, especially if your business operates across state lines. In this video, we break down the Pass-Through Entity Tax (PTET)-a powerful tool that allows partnerships, S corporations, and certain LLCs to bypass the $10,000 SALT deduction cap. Learn how PTET works, the benefits it offers, and the unique challenges it presents for multi-sta...
Your Family Business, Our Expertise: Building Legacies Together
มุมมอง 402 หลายเดือนก่อน
Running a family business brings incredible rewards-but it also comes with a series of unique but complex challenges. At Fusion CPA, we understand these dynamics. As such, we’re dedicated to providing expert guidance and specialized strategies to help your business grow and thrive across generations.💡 www.fusiontaxes.com/services/business-growth-advisory-services/your-family-business-our-expert...
How Large Enterprises Can Overcome Data Migration Challenges to QuickBooks
มุมมอง 572 หลายเดือนก่อน
Struggling with data migration to QuickBooks? Managing vast amounts of data while ensuring seamless financial operations is daunting for any large enterprise. Watch as we break down key strategies for overcoming the most common challenges during enterprise-level QuickBooks data migrations. Learn how to prepare your data, choose the right tools, run effective tests, and maintain accuracy through...
Retirement Planning for Entertainment Professionals | Tax Planning
มุมมอง 442 หลายเดือนก่อน
Planning for retirement as an entertainment professional presents unique challenges and opportunities. In this video, Fusion CPA’s experts dive into the essential steps for building a solid retirement strategy tailored to actors, musicians, producers, and other creatives in the industry.💲 Learn how to overcome inconsistent income streams, maximize tax-efficient savings, and invest in the right ...
What You Can and Can't Write Off as a Content Creator | Tax Tips
มุมมอง 882 หลายเดือนก่อน
If you're a content creator earning over $600 a year, taxes are part of the deal. But you can reduce your tax liability by writing off eligible expenses. Here’s a rundown of what you can and can’t deduct.💰 For peace of mind and a proactive tax strategy, consider consulting a tax professional like Fusion CPA 📞calendly.com/d/3y5-fx9-z64 When was the last time you received an accurate quote for yo...
NetSuite vs QuickBooks Online: Which Offers Superior Report Customization for Deeper Insights?
มุมมอง 652 หลายเดือนก่อน
NetSuite vs QuickBooks Online: Which Offers Superior Report Customization for Deeper Insights?
Managing the Financial Journey of FDA Approval | Financial Aspects of FDA Approval
มุมมอง 2523 หลายเดือนก่อน
Managing the Financial Journey of FDA Approval | Financial Aspects of FDA Approval
Flat Fee ERP Engagement: Unlock More Access to Your CPA | ERP Accounting Insights
มุมมอง 613 หลายเดือนก่อน
Flat Fee ERP Engagement: Unlock More Access to Your CPA | ERP Accounting Insights
How Business Advisors Can Help With Succession Planning | Family Business Advisory
มุมมอง 883 หลายเดือนก่อน
How Business Advisors Can Help With Succession Planning | Family Business Advisory
What records do I need to keep when it comes to real estate? | Tax FAQ answered by a CPA
มุมมอง 413 หลายเดือนก่อน
What records do I need to keep when it comes to real estate? | Tax FAQ answered by a CPA
Who Are the Ideal NetSuite Clients and What Industries Do They Belong To | CPA Insights
มุมมอง 413 หลายเดือนก่อน
Who Are the Ideal NetSuite Clients and What Industries Do They Belong To | CPA Insights
Conflict Resolution in Family Businesses: Turning Disagreements into Growth Opportunities
มุมมอง 2923 หลายเดือนก่อน
Conflict Resolution in Family Businesses: Turning Disagreements into Growth Opportunities
IRA vs. Roth IRA: Which Is Right for You? Key Factors to Consider | Tax FAQ
มุมมอง 803 หลายเดือนก่อน
IRA vs. Roth IRA: Which Is Right for You? Key Factors to Consider | Tax FAQ
Mastering NetSuite Overcoming Challenges, Hidden Features, and Seamless Go Live with a Certified CPA
มุมมอง 763 หลายเดือนก่อน
Mastering NetSuite Overcoming Challenges, Hidden Features, and Seamless Go Live with a Certified CPA
How Mortgage Interest Deduction Works for a Second Mortgage | Tax FAQ Answered
มุมมอง 403 หลายเดือนก่อน
How Mortgage Interest Deduction Works for a Second Mortgage | Tax FAQ Answered
Integrating Non-Family Members: Business Tax & Accounting Tips | Family Business Consulting
มุมมอง 2073 หลายเดือนก่อน
Integrating Non-Family Members: Business Tax & Accounting Tips | Family Business Consulting
How Do State Revenue Allocations Work? | Tax FAQ Answered
มุมมอง 1013 หลายเดือนก่อน
How Do State Revenue Allocations Work? | Tax FAQ Answered
Why Fusion CPA's Tax Subscription Model is the Best Value for Your Tax Needs
มุมมอง 263 หลายเดือนก่อน
Why Fusion CPA's Tax Subscription Model is the Best Value for Your Tax Needs
Are You on Track to Meet Your Business Goals This Quarter? | A Business Advisory Perspective
มุมมอง 353 หลายเดือนก่อน
Are You on Track to Meet Your Business Goals This Quarter? | A Business Advisory Perspective
Why We're Experts in Family Business Consulting: Our History and Experience
มุมมอง 2143 หลายเดือนก่อน
Why We're Experts in Family Business Consulting: Our History and Experience
Thank you a lot for this video. This is very interesting and informative. Keep posting like those amazing videos, this is awesome.
Thanks, we will.
you absolute G
Stay tuned for more content-there's always something new to learn!
hello, thanks for this video! I would love to know if you can help me with a problem I am having setting this connection up to GL data in netsuite. When I follow these steps exactly the PowerQuery is only bringing in my Debit value column and is completely missing the Credit value column. How do I fix the connection to include all columns?
Thank you for watching the video and your comment Sarah! To resolve the issue with PowerQuery only bringing in the Debit column, please check that both Debit and Credit columns exist and have data in NetSuite, review your PowerQuery settings to ensure all columns are selected, and ensure your NetSuite user has the necessary permissions to access all GL data.
Can you web query financial reports in netsuite or is it only reports?
Yes, you can web query financial reports in NetSuite using SuiteAnalytics Connect. We have videos diving into Web Queries: th-cam.com/play/PLx8NI16t72UyIPRwm5rMGWbQoXDBHllaM.html&si=ZXOggeFFnvWAJ-Tz
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Thanks for the new video! I’m looking forward to seeing what other content you post! Always good to learn as much as you can!
Thank you for the comment Luna! Stay tuned for more content-there's always something new to learn!
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes Strategies? You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Taxes and Accounting. You hate it, we love it! www.fusiontaxes.com/services/taxes/
Hyy
This is a fantastic video. It's clear and easy to understand your explanations. Thank you for providing this information.
We are glad you enjoyed our video! We post with the intention of providing valuable, useful information.
I'm A Big Fan Of Craig Lucie 🎉🎉🎉🎉🎉🎉🎉
Congratulations Craig 🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉
I agree. Meetings should be planned and held often because they provide staff members the chance to voice their opinions, ideas, and concerns in a relaxed and cooperative setting.
I would love to talk to you
Please get in touch with us www.fusiontaxes.com/contact-us/ !
Thank you. What if I am a none US resident, who doesn't live in the US who has single member LLC in Wyoming? When is the deadline to file the tax return?
I think I will be continuing my CBD treatment. I was just given CBD products from Weedborn and I feel so much better these days : D
Have you tried to treat with Weedborn CBD products?
thanks for this
Hi! Love this video. I am a bookkeeper for dermatology practices and curious about different softwares you see dermatologists use the most for their practice !
does not show or say anything as to how this entriwise works or if it is any good.
Hi Max. We do think Entriwise is a great platform, so that is why we wanted to put a spotlight on them. This video is not intended to provide pros and cons of the software; however, if you want to learn more about the software, we recommend you check out their website for a complete run-down of the platform and to try it for free: www.entriwise.com/
Thu
Wow! This is informative. Looking forward to more videos from your channel.
Thank you for sharing your knowledge. Great job!
Everything starts to get so complicated totally agree!🔥🔥
Is there is free trial/demo job
Here you go Bhaskar --- monday.com/lp/main/?&Partner&
May we prepare financial report on monday.com
Nope its not an accounting software
@@ChristopherWanha so you can't keep a chart of accounts? like daily accounting movements?
@@gatto_latte_ You can but when he said "financial" report. Your accountants aren't going to want anything other that the kinds of reports produced by main stream accounting software. (Like QuickBooks online) If you're doing it for your own needs, by all means. My experience is thatMonday.com is setup like a database, so there is a lot you can do with it. I tested out probably like 20 different products for creating data bases and writing your own formulas to crunch stuff and this was my rank ordering: 1 - Coda ; very flexible 2 - Google Sheets ; not database 3 - Airtable ; runs fast 4 - Notion ; meant more for note taking 5 - Monday.com ; pretty UI a little buggy sometimes Google sheets isn't a database (unless you pay for query and know what you're doing) But if it flexible enough that you don't have to conform strictly to database format (fields x records) Coda was great because you can customize just about everything, automate things by making buttons that do different actions, make any field your key, and perform lookups/ without having to use to columns (reference from other table + field you want to look up) you can do it in just one. Coda was only bad when you have data sizes that are relatively large, or you are trying to do tons of applications. I never found anything that ran as fast as Google Sheets or AirTable for large data sets. GL
Fusion CPA
What's going on, Trap Town?
Great introduction into law firm CPAs!
Thank you. We're glad you enjoyed it and hope we can continue to provide value.