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Read The Latest News, Tips, & Insights From Your Trusted Financial Adviser.

How Much Time Does Your Technology Software Company Spend Doing Manual Input Of Recognized And Deferred Revenue?

If you are the CEO or CFO of a software as a service company, you know much of your revenue recognition and deferred revenue management is done manually. When it comes to subscription software, you sit on multiple small payments, and the manual input to Excel or other manual process creates a significant labor cost related to your accounting and sales staff.

Because you work with numerous types of customers in various industries, a lot of manual handovers leaves you less time to analyze or build future products. Our experience shows manual input is one of the most significant challenges for software companies. By streamlining and automating that process, you gain a substantial return to your company.

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For Finance Experts: Rethinking Client Communication and 3 Customer Desires

The Financial Services Expertise Series: This training article is for financial professionals.

We covered in last month’s blog the disconnect where financial professionals talk about things our clients did not ask us to address. We concluded we could close the gap when we offer our client’s proactive advice, provide dashboards, and anticipate their pain pointsThis article will cover rethinking client communication, what that looks like, and three things clients desire.

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Trusted CFO Solutions Announces our Newest Partnership with GetLinked® Financial Integration Software!

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Why Did We Partner with GetLinked®?

At Trusted CFO Solutions, we build and maintain a thriving external financial department for your business where you receive a higher performing, lower cost financial team, and virtual CFO.

Our goal is to help you have stronger, more accurate business financials without costing you more time and money. We believe Sage Intacct, is the best, most efficient financial tool to manage your Restaurant, Franchises, Family Office, or Oilfield Services businesses.

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For Finance Experts: Do You Know The Number One Reason Clients Leave Their CPA?

The Financial Services Expertise Series: This training article is for CPA professionals.

As a restaurant owner, CEO or Manager, can you guess what the number one reason clients in our 2016 survey said they left their CPA firm?

At the 2016 AICPA Tech Workshop, we solicited our participants to guess the reason they believe clients leave. Below are their responses.

  1. Lack of Responsiveness
  2. Poor Culture
  3. Perceived Indifference
  4. No Proactive Advice

Which one of the four responses do you think is the number one reason clients left their CPA firm? If you chose No Proactive Advice, you are right! It was not any of the other three or the price, often a mentioned response. When a client does not receive proactive advice, they grow tired of looking in the rearview mirror, especially when it comes to their accounting.

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Highlights From The 2017 Sage Intacct Advantage Conference

Trusted CFO Solutions is a partner with Sage Intacct, our preferred cloud-based financial management software. Every year, Sage Intacct holds a conference called Advantage for customers and partners to discover new capabilities and gain strategic insights. Our very own Beth & Hina were spotted at the conference (in the hero image above).

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Sage Intacct Advantage Conference

Will You Help Us Find a Cure For Blood Cancer?

Dixie McCurley, Stephen Gross, & Lee Baynes have decided to participate in The Leukemia & Lymphoma Society’s (LLS) Man & Woman of the Year campaign to support one of our clients (Cale Robert Hall of Creative Approach) and help put an end to blood cancer. Here’s a word from him.

Cale Robert HallWhile I am an entrepreneur by profession, the truth is I am a southern boy with a heart bigger than granny’s pound cake. To me, my success has meant that I could give back to those who need it most through philanthropy. However, I gotta come clean and tell you that I have a vendetta this time with my LLS campaign: I am also a cancer survivor. Today, it has been almost 8 years since my last chemo treatment. I am forever grateful to the support and care that I received, but others are not as lucky, especially children with leukemia. I want to bring the hope I feel to others to inspire them to become survivors. Please join me on this journey with LLS to raise money, awareness and hope for those currently battling cancer. Your donation will support the LLS mission to cure leukemia, lymphoma, Hodkin’s disease and myeloma, and improve the quality of life of patients and their families.” – Cale Robert Hall

Over the next 10 weeks, we will be helping Cale by raising money to fund therapies that save the lives of blood cancer patients every day.

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What Is Sage Intacct & Why Should Growing Companies Switch?

“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC

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So, you’re considering switching to Sage Intacct to grow your business. Well, you’re exploring a terrific option because Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner).  As both your trusted advisor and an official Sage Intacct partner, we’d like to share why this ERP tool knocks it out of the park for small companies looking to scale and mid-sized businesses seeking to grow.

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Why You Should Choose Trusted CFO Solutions As Your Restaurant Accounting Partner

Running your restaurant is time-consuming and every minute counts. We get it and this is why we leverage tools, processes, and people to give you time back, alleviate stress and help you accomplish your financial goals. Don’t get stuck surviving as a restaurant, instead find out how you can take your business to the next level. And, we can help.

Run by experienced experts, Trusted CFO Solutions is an outsourced financial and operational reporting firm. We are a unique partner for restaurants due to our experience and specialization. Our client’s industries include hospitality, franchising, foodservice, and distribution. The TCFOS team takes the burden away from the restaurant owner adding an expert to the team based on pain points, providing owners and managers more time to run the business. We help our restaurateur clients interpret, respond to, and plan for all situations their business will encounter. We coach owners on finance and managing through measured results and customize our services to the restaurateur’s unique needs.

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Restaurant Partner

A Comprehensive List of Resources For Restaurants

We get it. While owning and managing a restaurant can be fruitful, it also challenging to succeed. We believe one step in the process to move from chaos to order or to sustain the order created in your businesses is to gain powerful knowledge and insights from experts. To help empower you not to become a failed statistic and instead thrive successfully, we’ve compiled multiple resources, most of which are specifically tailored towards those in the restaurant business. If you are planning to launch a restaurant or already have, these resources will give you an advantage.

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Restaurant Top View

Franchises: Are You Ready to Take Your Time Back and Boost Your Capacity For Growth?

With Sage Intacct, you can. Our financial solution software removes complexities that prevent order and capacity for revenue increase, whether you own five, ten, or more locations.

Sage Intacct is structured to work well with multi-location franchisers. We show you how you can increase the numbers at your best performing stores, how to create the benchmarks, and then drive the performance at the worst performing stores.

When you look at your numbers, what does that resemble? Is it a jumbled up mess with you spending hours on consolidating reports and pulling numbers from multiple Excel spreadsheets, and then still requires adjustments?

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Top Blogs & Categories

Accounting

Accounting

Dixie McCurley presented at AICIA

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Business Operations

Business Operations

Are You Resisting Needed Change?

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Dixie McCurley

Dixie McCurley

What Sets Your Business Apart?

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Events & Webinars

Events & Webinars

Recap of 2017 Intaact Atlanta Meetup

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Sage Intacct Cloud Accounting

Sage Intacct Cloud Accounting

Gain Real-Time Business Insights

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Interviews

Interviews

Trusted CFO Solutions Shrimp Tank Radio Interview

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Marketing

Marketing

Intaact Advantage: Marketing Strategies

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Restaurants

Restaurants

Personal Interview With A Client

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Steve Gross

Steve Gross

Transform Business: A Virtual CFO

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Technology

Technology

CPA.com Roadmap Workshop

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Testimonials

Testimonials

What Are Our Clients Saying?

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About us

Save Time, Get Visibility, Gain Control

Trusted CFO Solutions is an accounting solutions and advisory firm with a proven track record of helping clients create…

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1000 Circle 75 Parkway, Suite 850 | Suite 850
Atlanta, GA 30339 | 855-236-2384