Your Financial Goals, Our Shared Mission.
At Fusion, we offer strategic financial insight and services for better decision-making and business growth.
Trusted By
We help you measure success.
Every figure in your financials carries a story and at Fusion, we help you understand and utilize that narrative. Specializing in accounting, advising, and tax preparation, our team of experts provides that strategic insight needed to turn complex numbers into powerful tools. We see your goals as our shared mission, approaching every project with a unique perspective, aligning our expertise with your financial goals.
Services
Understand Your Financial Journey
Our comprehensive services are designed to empower, enlighten, and enhance your financial journey.
Accounting
Updates, Payables, Receivables, Reconciliations, Financial Statements
Reliable accounting is the bedrock of your financial success story and we’re your dedicated team, working in sync with your own, to provide steadfast and efficient accounting services to support your everyday tasks. With a clear understanding of your financial position, you’re equipped to make informed decisions that shape every aspect of your organization’s financial narrative.
Strengthen Your Financial Foundation
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Advising
Budgets, Forecasts, KPI's, Policy Procedure & Process, Strategy
Financial visibility means smarter business decisions. We offer advisory accounting services tailored to your organization. We become part of your team and work in collaboration with you to analyze your accounting data and look beyond the numbers to strategize and make well-informed financial decisions. Our advisory services will provide the planning and implementation to overcome challenges, accelerate growth, and achieve goals.
Strategize and Thrive with Informed Financials
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Tax
Individual, Business, and Nonprofit
At Fusion, we are not just tax preparers. Filing your tax returns is the final step in our year-round tax planning process that includes planning, preparing, reviewing, and filing. Our tax services team looks at the past, present, and future to determine a strategy that works best for you. Engaging in this year-long process assures that there are no surprises at the end of the year and that your goals are met.
Navigating the Tax Landscape with Confidence
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Software
Technology used to best serve you!
Technology in accounting is growing by leaps and bounds. While artificial intelligence has been around for quite some time, we are seeing the trend make its way to the finance and accounting world through apps, integrations, and websites. We’re continually looking for the latest, greatest tools and technology to help support accounting services.
A Trusted Advisor
As part of the QuickBooks ProAdvisor Program Elite, Fusion provides advanced accounting solutions tailored to your needs. Leverage our certified expertise to maximize your use of QuickBooks to streamline your financial insights.
A QuickBooks ProAdvisor
QuickBooks offers real-time financial insights through easy-to-read dashboards and reports. Our Pro Advisors customize these reports to spotlight key performance indicators (KPIs) relevant to your organization, helping you make data-driven decisions swiftly and confidently. As certified Pro Advisors, we also set up your system to make the most of QuickBooks’ robust features, helping you become more efficient and increase valuable insights into your finances.
Your organization is unique and ever-evolving. As certified Pro Advisors, we assist in configuring QuickBooks to scale along with your growth. From payroll management to advanced inventory tracking, we unlock features that align with your business objectives. In doing so, our team empowers you to not just keep pace with your industry demands, but to set the pace.
The name of the game is getting more value for less spend, and that’s exactly what QuickBooks & Fusion deliver. QuickBooks offers cost-efficient services tailored for different needs, while Fusion helps you make the most of this investment. We review your operations to select and implement the QuickBooks features that offer the most bang for your buck. The result? Streamlined accounting that positively impacts your bottom line.
What sets Fusion apart is the unparalleled Pro Advisor support. Our team is here to help guide you through everything from setup to troubleshooting, plus offers bespoke strategies to improve your financial management. We’re more than just support; we’re a proactive partner in your financial success.
Industries
Who We Work With
We pride ourselves on our ability to work effectively with a wide range of organizations. Whether you're a non-profit seeking to maximize your resources, a small business aiming to scale, a corporation looking to streamline financial operations, or start-up eager to lay a strong financial foundation, we're here to help.
Small Businesses
Small businesses are the lifeblood of our economy, and at Fusion, we're committed to helping you thrive. We offer a range of services tailored to your needs, from managing cash flow and expenses to strategic tax planning and financial advising. Our team works with you to understand your business, offering insights and solutions that fuel your growth.
Non-profits
We understand the unique financial challenges faced by non-profit organizations. From managing donations and grants to budgeting for your mission, we provide accounting, advising, and tax preparation services that help ensure your resources are used effectively. Our goal is to empower you to focus on what matters most - your mission.
Franchise
From financial planning to cash flow optimization and tax preparation, our tailored services are here to support the unique needs of franchise owners. At Fusion, our seasoned team works closely with you, crafting strategies that fuel your growth and success. We're more than advisors; we're here to help your franchise to thrive.
Start-Ups
Launching a start-up is exciting, but it also comes with its own set of financial challenges. We're here to guide you through each stage of your financial journey. From setting up robust and comprehensive accounting insights to strategic financial planning, our services are designed to provide the support you need to scale your business.
Education
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Healthcare
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About Us
Meet the Fusion Family: Your Financial Powerhouse
Our team is more than just a collection of individuals. We are a collective of financial, accounting, and business experts, each bringing unique experiences and perspectives to the table. United by a shared mission, we collaborate seamlessly to support your accounting needs and accomplish your goals.
Jim Pike
CMA, CSCA
Based in Michigan
Background & Education:
Jim Pike, CMA, CSCA, started Fusion Financial Group in 2005 out of a passion for communicating the importance of finance to non-profits and small businesses through reports, forecasts, and analysis.
- BBA in Finance from Grand Valley State University
- MBA in Business from Grand Valley State University
Personal Interests:
- Golfing
- Reading History Books
- Drinking A Good Glass of Wine
Alissa Wood
BA
Based in Michigan
Background & Education:
Prior to joining the Fusion team, Alissa was an office manager at a Grand Rapids law firm.
- BA in English & Journalism from Aquinas College
Personal Interests:
- Reading mystery novels.
- Taking road trips and exploring nature.
- Spending time with her husband and their 3 cats and 2 dogs.
Carisa Muller
BBA
Carisa enjoys working at Fusion because of the variety of people and industries she gets to work with daily. Her motivation is to provide exceptional accounting oversight and management services so that clients can focus on what they love to do. As a QuickBooks ProAdvisor, Carisa enjoys providing clients with the education and training needed to be successful.
Based in Michigan
Background & Education:
Carisa Muller has been with Fusion since 2006 and has worked in many aspects of the business throughout the years developing close relationships with clients.
- BBA in Finance from Grand Valley State University
Personal Interests:
- Working in her craft room and trying new recipes.
- Spending time with her husband and two sons.
Carol Pike
BFA
Based in Michigan
Background & Education:
Before merging with Fusion, Carol owned and operated a commercial interior design firm in Grand Rapids.
- BFA with a minor in business from Kendall College of Art & Design
Personal Interests:
- Working in her garden.
- Having fun with her grandsons.
- Traveling
Jacqueline Pike
BBA
Based in Colorado
Background & Education:
Jacqueline brings operational retail experience to Fusion as she previously worked for several years in a family-owned luxury jewelry store, ultimately becoming the Assistant Manager of Store Operations.
- BBA in Accounting from the Metropolitan State University of Denver
Personal Interests:
- Spending time with her husband, son, and their fur baby, Miles.
- Hiking the mountains in Denver and grabbing a craft beer from her favorite local brewery afterwards.
Michael DeAngelis
CPA
Based in Colorado
Background & Education:
Michael DeAngelis, CPA has experience working in various accounting, tax, and audit services prior to joining the Fusion team.
- BBA in Accounting from the University of Iowa
- Master of Accountancy from the University of Iowa
Personal Interests:
- Hiking, camping, golfing, and skiing with his wife, Clare.
Holly
BS
With her keen attention to detail, Holly is supporting payables and receivables. She enjoys working at Fusion where she finds new ways to make current practices more efficient and easier for clients.
Based in Michigan
Background & Education:
Since graduating from college, Holly Baweja has worked in various accounting capacities. She likes the problem-solving that comes with it.
- BS in Integrated Studies with a focus on business and philosophy from Grand Valley State University
Personal Interests:
- Reading, crafting, and collecting antiques.
- Spending time with family, including her two parakeets, Katherine & Eleanor.
Contact
We'd love to hear from you!
Your financial journey matters to us. Whether you have a question, need advice, or want to explore how Fusion can support your organization, do not hesitate to reach out.