Our Services
Personalized Financial Guidance
Fusion CPA provides a wide range of services to individuals and businesses in a variety of industries. At Brianne C. Smith, CPA, LLC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Tax Management Services
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Accounting Services
We work to steer you closer to your goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
Assurance & Advisory Services
We focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution.
Complilations
Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.
Estate & Trust Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. We help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
Litigation Support & Forensic Accounting
Our services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation.
QuickBooks Accounting Help
QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Bookkeeping/Write-up
Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Brianne C. Smith, CPA, LLC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.
Entity Selection & Restructuring
Your business entity has a large impact on your taxes and other liabilities. We can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.
IRS Representation
Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay.
Internal Process & Systems Consulting
We can audit your processes and gauge your needs in choosing and implementing new systems as well as provide support for updating internal control.
Payroll Services
We can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.
Employee Benefits, Pension,
& Profit-Sharing Plans
Choosing and administering benefit plans for your employees is often a complex process. We can help you develop, implement, and administer your benefit, retirement, and profit-sharing plans with an eye toward rewarding your employees and reaching your company's financial and business goals.
Cash Flow & Budgeting Analysis
Good cash management can improve a company's liquidity, reduce costs, and increase profitability. We can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business' success.
Financial Projections & Forecasts
No one can predict the future perfectly, but we can all benefit from planning for it. We combine expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come.
Business Valuation
The range of needs for valuing businesses continues to widen, and we can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs.
Mergers, Acquisitions, & Sales
Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, we can provide professional know-how to help you successfully structure and negotiate the deal. We employ careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics.
Debt & Finance Advising
Whether your needs are corporate or personal, our professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.
“I underestimated how hard it would be adjusting to working from home, but with Dr. Schell’s help, I was able to regain focus.”
— OLIVIA R., CLOVE CLIENT
