Service Details Page
General Ledger Management
Your general ledger is the heartbeat of your financial system—and we make sure it stays strong. FiscalFusion Bookkeeping organizes and maintains every transaction with precision, ensuring all income, expenses, assets, and liabilities are properly categorized. By keeping your books clean and structured, you gain a true picture of your company’s financial health at any given moment. Our proactive oversight helps identify issues before they become problems, such as duplicate entries or misclassifications that can distort reports. With a stable, well-maintained ledger, you’ll always have the clarity and confidence to make informed decisions that drive your business forward.
Accounts Payable & Receivable Processing
Managing what you owe and what you’re owed is key to healthy cash flow—and we handle both with care and consistency. We process vendor invoices, track due dates, and manage payments to keep your relationships running smoothly. On the receivables side, we monitor incoming payments, issue invoices, and follow up on outstanding balances to help you get paid faster. By integrating these workflows into your accounting platform, we make cash flow forecasting easier and more transparent. The result is fewer surprises, less manual effort, and stronger financial control over your day-to-day operations.
Bank & Credit Card Reconciliation
Reconciliation isn’t just about balancing numbers—it’s about ensuring accuracy and trust in your financial data. We compare your bank and credit card statements against your accounting records to verify every transaction is complete and correctly categorized. This proactive review helps uncover errors, missing entries, or potential fraud before they affect your bottom line. With regular reconciliations, you’ll always know your available cash position and avoid the end-of-month scramble. Our detailed reconciliation reports also make audits smoother and financial reporting far more dependable.
Monthly & Quarterly Financial Reporting
Financial reports shouldn’t be confusing—they should tell the story of your business clearly and confidently. Each month or quarter, we deliver clean, comprehensible reports directly to your inbox or dashboard through your preferred accounting software. These reports include balance sheets, profit and loss statements, and cash flow summaries designed to highlight key trends and actionable insights. We help you interpret what the numbers mean and identify opportunities to improve profitability and efficiency. Whether you’re planning for growth, presenting to investors, or simply keeping tabs on performance, our reporting ensures you stay informed and in control.
Advanced Bookkeeping Solutions
Multi-Entity & Consolidation Bookkeeping
Running multiple locations or entities doesn’t have to mean juggling complex books. FiscalFusion simplifies your accounting by consolidating financial data across subsidiaries, branches, or related companies into a single, cohesive view. We ensure intercompany transactions are accurately recorded and eliminated where necessary, so your consolidated reports reflect true business performance. This unified financial visibility supports strategic decision-making and reduces the risk of errors or duplicated entries. Whether you’re managing several properties, product lines, or investment holdings, our approach gives you clarity across every level of your business.
Technology Integration
We help your technology work smarter—not harder. Our team specializes in integrating top-tier platforms like QuickBooks Online, payroll systems, and ERP software to streamline your bookkeeping processes. By connecting your financial tools, we eliminate redundant data entry, minimize errors, and create a more efficient workflow tailored to your operations. We also help identify automation opportunities, improving the speed and consistency of your reporting. The end result: a modern, scalable accounting system that supports your business growth and adapts as you evolve.
AI-Driven Analytics
We leverage smart automation and AI-powered insights to enhance the accuracy and speed of your bookkeeping. Our systems analyze data patterns to detect anomalies, forecast trends, and generate actionable insights for better decision-making. By combining human oversight with intelligent tools, we help you stay ahead of issues before they impact your financials. These analytics go beyond traditional reporting to highlight opportunities for efficiency, savings, and growth. It’s bookkeeping elevated by innovation—giving you the clarity of data with the confidence of experience.
Add-on Bookkeeping Solutions
Payroll Administration
Even if your payroll provider handles pay runs, the data still needs to flow accurately into your books. We manage that connection for you—recording, categorizing, and reconciling payroll journal entries to ensure your financials stay compliant and up to date. Our attention to detail ensures payroll expenses align with your reporting, benefits, and tax obligations. This not only prevents discrepancies but also makes your financial reports more accurate and audit-ready. With FiscalFusion handling payroll integration, you can focus on your team, not the numbers behind the scenes.
1099 Filing
1099 compliance doesn’t have to be a year-end headache. FiscalFusion manages vendor classification, W-9 collection, data verification, and electronic filing with the IRS to ensure everything is accurate and on time. We map eligible payments throughout the year, minimizing surprises and missed forms at tax season. Our process helps protect you from costly errors or penalties while maintaining organized records for audit readiness. With us handling the details, you can feel confident that every independent contractor is reported correctly and compliantly.
Sales Tax Filing
Sales tax regulations can be complex—especially when your business operates in multiple states. We track, reconcile, and file sales taxes across jurisdictions to help you stay compliant and stress-free. Our automated workflows align your accounting software with current tax requirements, ensuring accuracy and timeliness every cycle. We also provide detailed reconciliation and filing confirmations for full transparency and easy audit preparation. Whether your business is local or multi-state, we’ll make sure your filings are right the first time, every time.
Enterprise Solutions
Business Sale Optimization
Preparing to sell your business is one of the most important financial transitions you’ll ever make—and clean, strategic financials are key to a successful sale. We help business owners refine their books, highlight profitability, and improve financial transparency to appeal to buyers and investors. Through performance benchmarking and expense optimization, we position your company for a higher valuation. Whether you’re planning an exit in a few months or a few years, we’ll help you build the kind of financial foundation that commands confidence and maximizes your return when it’s time to close the deal.
White-Label Reporting for Consulting Firms
Consulting and advisory firms can leverage FiscalFusion’s expertise as an extension of their own. We provide discreet, professional bookkeeping and reporting services that align seamlessly with your brand. Our white-label financial reports so you can deliver polished insights to your clients without expanding your internal team. We maintain strict confidentiality and ensure that every dataset is accurate, timely, and presentation-ready. It’s the perfect partnership for firms seeking scalable, behind-the-scenes financial support that maintains their professional edge.
Fractional Services
Every business deserves expert bookkeeping support—without paying for more than it needs. Our fractional bookkeeping model gives you professional, dedicated service on a flexible schedule that aligns with your operations and budget. Whether you need ongoing part-time support or additional help during peak seasons, FiscalFusion scales up or down seamlessly to fit your business rhythm. You’ll receive the same accuracy, consistency, and attention to detail as a full-time in-house team, without the overhead costs or management burden. This approach ensures your books stay accurate, compliant, and current—no matter how your workload changes throughout the year.
Benefits of Working with FiscalFusion
CPA-Led, Accountant-Run
FiscalFusion was founded and operated by seasoned CPAs and accountants—not generalists. Every set of books is handled with the precision and critical thinking that only trained accounting professionals bring. Our team understands compliance, GAAP standards, and the nuances of financial reporting at every level, giving you a caliber of accuracy and insight rarely found in standard bookkeeping services.
AI-Enhanced Efficiency
We combine human expertise with the speed and consistency of intelligent automation. Through integrated AI tools and smart bookkeeping systems, we streamline repetitive tasks, reduce errors, and surface key financial insights faster. The result is real-time visibility into your numbers and more time for you to focus on strategy, not spreadsheets.
Premium Quality Made Affordable
At FiscalFusion, you get the depth, precision, and reliability of a high-level accounting team—without the inflated cost often attached to that level of expertise. Our virtual infrastructure and efficient workflows allow us to deliver exceptional accuracy, responsiveness, and insight while keeping our services cost-effective for growing businesses. It’s premium bookkeeping quality, made accessible and affordable, so you can invest confidently in the financial foundation of your business.
Seamless Client Experience
From onboarding to monthly reporting, our processes are built for clarity and simplicity. You’ll always know where your finances stand, what comes next, and who to contact—without chasing updates or deciphering jargon. With FiscalFusion, bookkeeping becomes a partnership, not a puzzle.
Scalable Support
Your bookkeeping needs will evolve as your business grows—and we’re built to grow with you. FiscalFusion offers flexible service levels that adapt to your workload, from start-up bookkeeping to multi-entity management. As your transaction volume increases or your team expands, we adjust our support seamlessly without disruption. This scalability allows you to focus on your operations, knowing your financial backbone can expand in sync. You’ll never outgrow our services—only unlock more capability as you scale.
Data Security & Confidentiality
At FiscalFusion Bookkeeping, protecting your financial information is our highest priority. We operate with enterprise-grade security protocols that safeguard sensitive data at every stage—from encrypted file storage and secure user authentication to controlled access through Microsoft 365 and Intune-managed devices. Our systems are structured with multi-layered protection that aligns with industry best practices for financial data management, including encryption-in-transit and at-rest, role-based access controls, and continuous security monitoring. We also maintain strict confidentiality policies and work exclusively within secure platforms to prevent unauthorized access or data leakage. Whether you’re sharing financial statements, payroll files, or tax documents, you can trust that your data is handled with the same rigor and integrity we apply to our own business operations. With FiscalFusion, your books aren’t just accurate—they’re protected by one of the most secure bookkeeping environments available.