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FUSION WILL HELP YOU WITH YOUR BUSINESS STRUCTURE

AND CASH FLOW!

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Business Entity Structure

How to Pay Self & Team Members

Financial Reports

Tax Prep

Financial Reporting

Income Statements

Profit & Loss

Cash Flow

Statement

Aging

Balance Sheet

ON BOARDING PROCESS

Preliminary Requirements

  • Separate banking and credit card accounts for your business

Provide the following information to your PDE to sign-up for the program

  • Company Legal formation Data

    • i.e. Legal name, formation certificate, legal partnership or operating agreements, EIN

  • Company Address

    • The address you use for anything business or real estate activity related.

  • Insurance Policies

    • Workman’s Comp, Property, Liability, Industry specific insurance

      • Only if applicable

  • Access to any spreadsheets or data storage of historical financial information

    • Our goal here is to get enough financial information to have valid bookkeeping as of Jan 1 of the year you start with us. If you don't have this it is okay.

  • Access to additional software or programs used in your operations.

    • We will provide QuickBooks if you don't already use it

    • If you already use QuickBooks  you will need to share it with us. We have created a process on how to share access with Fusion.

  • Access to Bank Accounts or we can do a simple phone call to link bank account feeds in your accounting software. This would be bank statements to start and then any accounting view access to banks or other options will be handled with Melissa only in onboarding call to be compliant with information security measure. We do request to have statements though prior to Onboarding Call. Client must have a separate bank account for business. It does not have to be a business account but must be separate from personal transactions.  

  • Prior Year Taxes or Last filed

  • Payroll (if Applicable)

    • Company or manner in which payroll is currently ran and handled

  • *each company has different needs and therefore additional items may be requested to give best quality of service 

On Boarding Call with Fusion's CFO
  • Your marketing manager will email you a confirmation and schedule your on-boarding call with our CFO Melissa Steely
A Dropbox Shared Drive Will Be Provided For:
  • Closing Documents
  • Receipts
  • Expenses
  • Other

FUSION GROWTH PARTNERS ©2019

CalBRE#01843903

Real Estate Partners | Mortgage Partners

Partner Development Executives

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For all Fusion Agents: Please Log In/Sign Up in order to access the Back Office.

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