From Tax Filings to Full-Service Growth Advisory | The Verma Group’s Fusion CPA Journey

The Verma Group’s relationship with Fusion CPA began with simple tax support, but has evolved into something far greater. This video recaps how Fusion CPA became their go-to team for accounting, business advisory, and family business consulting, helping the Verma Group grow stronger, smarter, and more aligned each year.

Explore our full range of services designed to support your family business growth, check them out here: https://www.fusiontaxes.com/services/

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Timestamps:
0:05 – Challenges with Old Accounting Firm
0:54 – Implementing Systems & Staying on Track
1:32 – Business & Personal Friction
2:07 – Partnership Evolution with Fusion CPA
3:16 – Weekly Accountability Meetings
4:00 – Growth & Traction Introduction
5:23 – Team Expansion & Payroll
6:01 – Tax Strategies & Data Management
7:22 – Outsourcing Marketing & Savings
8:26 – Financial Conversations & Planning