Fusion-Financial • fusion financial group

Assess. Advise. Improve.

Financials tell a story. At Fusion, we offer the guidance and insight needed to explain how each number contributes to your overall financial narrative. We approach projects with a fresh perspective and work as your motivator, educating and advising you along the way to meet your goals. Our belief is that continual communication and a collaborative work atmosphere contribute to a meaningful partnership. By setting realistic expectations and time frames, we help you measure success.

WHAT WE DO.

ACCOUNTING

Ensuring the accuracy of your financial data is our primary commitment, and we collaborate closely with your team to achieve this objective.

Drawing on our wealth of experience and adherence to industry best practices, we deliver robust and streamlined accounting services to seamlessly support your day-to-day financial tasks. Services may include:

— Account Updates
— Account Payables
— Account Receivables
— Reconciliations
— Financial Statements

By providing a clear perspective, we are able to pave a clear path for your organization to make informed decisions— creating a positive impact on every facet of your operations.

ADVISING

Our Advisory Services aim to provide clients with expert guidance, analysis, and recommendations to optimize their financial situation, achieve their goals, and navigate complex financial challenges effectively.

By integrating ourselves as integral members of your team, we’re able to dig deep into your business and your unique makeup. Our Advising Services may include:

— Budgets
— Forecasts
— KPIs
— Policy Procedure & Process
— Financial Strategy

Our Advisory Services encompass comprehensive planning and implementation strategies aimed at surmounting challenges, fostering growth, and attaining your organizational objectives.

WHO WE WORK WITH

We take pride in our privileged partnerships with outstanding for-profit and nonprofit organizations not only in West Michigan but also extending beyond.

Our ultimate goal is to be more than just a service provider – we aim to be a trusted extension of your team. We understand that the key to success lies in building strong relationships, and that’s exactly what we prioritize.

Curious about some of the key organizations we’re proud to work with? Explore the success stories of those who have entrusted Fusion with their accounting and advising needs— feel free to ask us or ask our clients how working with Fusion is refreshingly different.

TECHNOLOGY WE USE

The landscape of accounting technology is rapidly advancing, marked by significant strides in artificial intelligence. This transformative trend is extending its influence into the finance and accounting domain through the integration of apps, platforms, and websites.

At our firm, we are dedicated to staying at the forefront of these developments, consistently seeking out the latest and most innovative tools and technologies to enhance our services, the quality of your experience, and, most importantly, your trust in us.

Discover some of the cutting-edge tools and technologies we currently leverage to optimize our processes and keep your information secure.

WHO WE ARE

Our team is a collective of seasoned financial and business experts dedicated to collaborating thoughtfully.

At our core, we believe in the strength of collaboration and draw upon our varied experiences to provide comprehensive support tailored to your specific needs.

Jim Pike, CMA, CSCA

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

Fusion Focus:
Jim’s goal is to provide financial advising and oversight that ensures client success and profitability. His daily motivation is for Fusion to make a difference among its clients, employees, and the community, and remain sustainable for future generations of his family.

Personal Interests:
-Golfing
-Reading history books
-Drinking a good glass of wine

Alissa Wood

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

Fusion Focus:
Alissa enjoys being part of a team and appreciates the collaborative atmosphere at Fusion where she provides accounting services support. She also has a passion for helping clients document policies, procedures, and processes so that they have the framework for accuracy and efficiency in their organization.

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

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

Fusion Focus:
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.

Personal Interests:
-Working in her craft room and trying new recipes
-Spending time with her husband and two sons

Carol Pike

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

Fusion Focus:
Carol focuses on business operations at Fusion where she is inspired by the wide range in client base and the impact and contributions those clients have on the community.

Personal Interests:
-Working in her garden
-Having fun with her grandsons
-Traveling

Jacqueline Pike

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

Fusion Focus:
Jacqueline enjoys being a part of a team where she can fulfill her passion for helping small businesses meet their financial goals through providing excellent accounting services.

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

Holly Baweja, BS

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

Fusion Focus:
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.

Personal Interests:
-Reading, crafting, and collecting antiques.
-Spending time with family, including her two parakeets, Katherine & Eleanor.

Landon Dysart

Background & Education:
BBA in Finance and Marketing from Grand Valley State University.

Fusion Focus:
Landon is supporting payables and receivables. He likes that Fusion works with many small and local businesses and nonprofits. He finds it rewarding to help businesses that are a part of our local community.

Personal Interests:
In his spare time, you can find Landon learning about wine and wine history, backpacking, and visiting his favorite travel spot, Logan Square in Chicago, with his wife and baby.

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HOW CAN WE HELP?

616.242.9700

Mailing Address:
728 Cambridge Blvd
Grand Rapids, MI 49506