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  1. Home
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  3. Trevor McCandless
Trevor McCandless's picture

Trevor McCandless

CPA
CEO
Fusion CPA
Country or state 
Puerto Rico
Available to 
North America
City 
San Juan
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes
Timezone 
America/Puerto_Rico

Personal Details

Bio

Trevor McCandless is the CEO of Fusion CPA, a firm dedicated to unlocking and scaling revenue for businesses by streamlining financial operations and building exceptional finance functions. With a focus on sustainable growth, Fusion CPA employs a three-step process: Stabilization, Strategy, and Scaling, to help clients achieve their financial goals.

PROFESSIONAL EXPERIENCE

Chief Executive Officer, Fusion CPA

January 2011 - Present | San Juan, Puerto Rico

Trevor leads a team of outsourced controllers and tax experts who assist businesses in overcoming critical financial challenges.

Fusion CPA offers services including expert tax compliance, real-time accounting, outsourced controller services, software integration optimization, and improved business processes.

EDUCATION

University of Florida - Warrington College of Business | Bachelors in Accounting and Taxation, 2000 - 2004

Georgia State University - J. Mack Robinson College of Business | Masters in Taxation, 2006 - 2008

Certified Public Accountant (CPA)

Trevor is not your traditional tax accountant. He is a coach, creator, builder, and player at heart, with a passion for helping entrepreneurs achieve their visions. Originally from Jacksonville, FL, Trevor now resides in Puerto Rico with his wife and daughter.

Current position (1)

CEO

Fusion CPA

Achievements (1)
Certified Public Accountant (CPA)
Degrees (2)
Bachelors Accounting and Taxation
University of Florida
2000 to 2024
Masters in Taxation
Georgia State University - J. Mack Robinson College of Business
2006 to 2008

Presentations

Presentations (1)
Billing Reimagined: CPA Firms' Journey to Subscription-Based Models

Join us in 'Revolutionizing CPA Billing' to explore the firsthand transformational journey of a firm that successfully shifted from traditional hourly billing to a subscription-based model in 2024. This session provides a unique opportunity to learn from their real-world experiences, challenges, and achievements. Discover the practicalities of transitioning, from drafting engaging letters and setting up efficient recurring billing to managing conversion rates and effectively communicating this substantial shift to existing clients.
Gain insights into the internal adjustments required during this change, including strategies for accounting for subscription revenues and developing new Key Performance Indicators (KPIs) for staff. This presentation offers invaluable perspectives for CPAs who are considering or curious about modernizing their billing practices to enhance client relationships and drive firm efficiency through a proven, innovative approach.

  • All (1)
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  • Slides (1)
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Expertise (6)

Financial services
Business
business tax Business Growth Strategic Business Growth Accounting
Recommendations
Why choose me? 

I'm far from your typical accountant. I'm a coach, creator, builder, and player at heart.

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