Archives: Team members

PERSONAL MISSION STATEMENT
To add value,and perhaps, a different perspective

EDUCATION
Master of Business Administration
Bachelor of Science in Finance

EXPERT AT
Asking questions, digging in, finding out, solving problems, following up.

PREVIOUS EXPERIENCE
Jan’s experience includes partnering with business unit leaders in a large corporate environment to achieve strategic and financial goals.  More recently she began working with startups and small businesses to assist in operational development and client support.

Connect with Jan on LinkedIn.

PERSONAL MISSION STATEMENT
To provide exceptional financial and professional services while maintaining the highest levels of integrity and professionalism; to provide superior client service and build long-term client relationships.

EDUCATION
Bachelor of Science in Business Administration — Accounting
Associate in Applied Science —  Banking & Finance

EXPERT AT
Quickbooks Online, Quickbooks Desktop, Xero, SAP QBO Full-Service Payroll

PREVIOUS EXPERIENCE
Angie specialized in consolidated reporting for multiple entities and complex accounting for manufactureres, AGRI-Business and large retailers. Her responsibilities included managing the revenue cycle process, accounts receivable, payables, financial reporting, budgeting, and asset management.

Connect with Angela on LinkedIn.

PERSONAL MISSION STATEMENT
To materially contribute to the financial success and growth of small or medium-sized, privately held companies through excellence in accounting and financial disciplines.

EDUCATION
Bachelor of Science Finance
Pre-CPA Program
Certified Public Accountant – SC and NC

EXPERT AT
Controller responsible for timely and accurate financial statements for my clients within various industries including manufacturing, technology, and non-profits.  Responsible for quality control and review over client deliverables.

PREVIOUS EXPERIENCE
Jessica specialized in providing outsourced accounting and CFO services for wide range of small to mid-sized companies and nonprofits.   In addition, she shared her expertise by reviewing other staff’s financial work.

Connect with Jessica on LinkedIn.

PERSONAL MISSION STATEMENT
To provide friendly, knowledgeable, and timely accounting services and analysis that will support small-to-mid sized, privately held companies in enhancing and growing their businesses.

EDUCATION
Certified Public Accountant – NC
Master of Accountancy – Gardner-Webb University
Bachelor of Arts in Accounting – Belmont Abbey College

EXPERT AT
Conscientiously collaborating with business leaders to provide key financial information in an accurate and timely manner. Actively assessing opportunities for streamlining processes. Responsible for quality control and review over client financials.

PREVIOUS EXPERIENCE
The majority of Sarah’s career has been focused in the dental field and smaller non-profits where her responsibilities included receivables, payables, payroll, financial reporting, budgeting, and forecasting.

PERSONAL MISSION STATEMENT
Providing relief to small business owners by taking over the day to day accounting tasks and delivering accurate financial statements so they can focus on doing what they love.

EDUCATION
Indian River State College
Associates in Accounting

EXPERT AT
providing general accounting tasks such as bookkeeping, AP, AR, payroll, reconciling bank accounts, preparing financial statements and remitting payroll sales tax.

PREVIOUS EXPERIENCE
Andrews prior experience allowed him to hone both his organization and client service skills of completing work right and on-time.  He also speaks Spanish.

Connect with Andrew on LinkedIn.

EDUCATION
Master of Accountancy – Southern New Hampshire University
Bachelor of Science in Business Administration: Management – University of South Carolina: Aiken

EXPERT AT
Management of financial reporting, payroll functions, HR, internal controls, AR/AP, leadership, mentoring and financial analysis. Building rapport with clients and leaving no stone unturned until a solution is found.

PREVIOUS EXPERIENCE

10+ years experience in the accounting field; the majority of her career spent as a controller, for a federal contractor that provided equipment & gear to our military, state and local agencies via multi-million dollar contracts.

PERSONAL MISSION STATEMENT

Leverage my accounting experience to provide exceptional financial services to our small business clients, to contribute to their success and growth. Maintain integrity, build trust through transparency, deliver results and provide peace of mind for clients to make sound business decisions.

An accomplished entrepreneur, analyst and author, David specializes in helping small businesses grow rapidly by employing powerful financial and business development strategies.

David holds a B.S. in International Business from The Ohio State University and is a graduate of the Sandler Sales Institute and the Kauffman Foundation’s FastTrac Entrepreneurial Training program. He is certified in Emerging Market Credit Analysis by Moody’s Analytics, and in QuickBooks and QuickBooks Online by Intuit. In 2014, Intuit named David to its prestigious list of 100 Global Influencers in Accounting and Finance.

David’s success as a CFO is built on his experience as a business owner. Prior to starting Fuse CFO, offering part-time CFO services, financial consulting and more, he founded, ran and sold three companies and was recognized four times as a “Fast 50″ award recipient for business growth.

David and his team have expanded the Fuse CFO (formerly Fuse Financial Partners) menu of client services and financial technology to serve a growing, diverse clientele. Notably, the company has achieved multiple distinctions on the Charlotte Business Journal’s “Best Places to Work” list.

Within the Charlotte community, David has advised students and entrepreneurs through the Entrepreneur-In-Residence Program and the Entrepreneur Leadership Circle at Queens University in Charlotte, NC.  He also taught International Business Planning within the top 10 ranked MBA program at the MIIS Graduate School of International Business in Monterey, California.

As an author, David has contributed regularly to Entrepreneur Magazine, AllBusiness Experts, AMEX OPEN, and other small business finance media, in print and online. In 2014, David completed his first commercial text book, The Entrepreneur’s Guide to Financial Statements (Praeger Press, 262 pgs.).

When he is not helping clients grow their business, David enjoys real estate investing and traveling with his wife, Tracey.

Connect with David on LinkedIn.

Schedule a time to call or meet with David