CEO at Fusion CPA
Helping businesses grow with confidence and clarity.
Fusion CPA helps family-operated businesses unlock sustainable growth by streamlining operations and strengthening their finance function.
With our simple three-step process, you’ll build a scalable foundation without the overhead of hiring an in-house accountant, tax specialist, or finance team.
Or, here are my most recent articles below.
The data on multi-generational wealth is grim. Roughly 70% of family wealth is gone by the second generation, and 90%...
The pattern I see most in my practice isn't bad strategy. It's good strategy that was set up years ago...
Most financial plans I see are stacks of statements. Allocations, projections, beneficiary forms. They're useful documents, but they aren't a...
The default cadence for most families is annual. A meeting with the CPA in March or April. Maybe a meeting...
Most people use "aggressive tax strategy" as a single phrase, as if every plan that lowers your bill carries the...
Tax season is one of the most intense times of the year inside an accounting firm. Long hours. Tight deadlines....
