Upcoming TCFOS Events & Webinars

Trusted CFO Solutions hosts numerous educational events, including many facilitated by our Quickbooks alternative partner, Intacct. In addition to these Intacct webinars, Dixie McCurley regularly shares her insights through events, conferences and media interviews. See below for upcoming events.

Featured Events


We currently have no featured upcoming events. Check out our webinars, on-demand webcasts, and past events below.

Intacct Webinars

The following is a list of Intacct’s twelve most recently published webinars. Intacct is financial management on your terms – cloud ERP software from Intacct instills confidence as you grow your business. To learn more about Intacct, click here. To see all Intacct events, click here.

Intacct Product Tour for Project Accounting

Thursday, August 31, 2017 - 10:00am PT / 1:00 pm ET Register now

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Intacct Product Tour for Nonprofits

Thursday, August 3, 2017 - 10:00am PT / 1:00 pm ET Register now

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Finance and Project Analytics for Services Businesses

Wednesday, August 9, 2017 - 11:00am PT / 2:00 pm ET Register now

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Not Your Mother's Chart of Accounts: Modern Day Accounting Applications

Wednesday, August 2, 2017 - 11:00am PT / 2:00 pm ET Register now

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New FASB Rev Rec Standards, New Challenges for Finance Teams

Tuesday, August 1, 2017 - 11:00am PT / 2:00 pm ET Register now

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Outcome Measures—Metrics that Matter for Nonprofits

Wednesday, July 26, 2017 - 11:00am PT / 2:00 pm ET Register now

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Finance and Project Analytics for Services Businesses

Wednesday, August 9, 2017 - 11:00am PT / 2:00 pm ET Register now

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Not Your Mother's Chart of Accounts: Modern Day Accounting Applications

Wednesday, August 2, 2017 - 11:00am PT / 2:00 pm ET Register now

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New FASB Rev Rec Standards, New Challenges for Finance Teams

Tuesday, August 1, 2017 - 11:00am PT / 2:00 pm ET Register now

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Project Accounting and Financials for Your Services Business

Thursday, July 27, 2017 - 11:00am PT / 2:00 pm ET Register now

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Outcome Measures—Metrics that Matter for Nonprofits

Wednesday, July 26, 2017 - 11:00am PT / 2:00 pm ET Register now

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Modern Billing for Modern SaaS Companies

Thursday, July 20, 2017 - 11:00am PT / 2:00 pm ET Register now

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Trusted CFO Solutions On-Demand Webinars

Below you will find access to our on-demand webinars hosted by Dixie McCurley, President and Co-Founder, and Steve Gross, CEO and Co-Founder of Trusted CFO Solutions.

TCFOS Webinar
How The Third Financial Statement Is A Restaurant’s Secret To Success

How The Third Financial Statement Is A Restaurant’s Secret To Success

Many restaurant owners & managers believe their business is performing well and making a profit contrary to industry evidence.

Poor financial management prevents owners from making payroll and routinely result in restaurants shutting down. What are they doing wrong? They’re missing the secret to operating a financially sound restaurant through their third financial statement.

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TCFOS Webinar
Why Most Restaurants Fail

Why Most Restaurants Fail

Have you heard of the two percent time bomb?

The accumulation of numerous small, yet over-looked, expenditures will lead to a high pressure situation. Stop throwing money away, and keep your doors open for business!

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TCFOS Webinar
Involve Your Restaurant Managers In The Numbers

Involve Your Restaurant Managers In The Numbers

Join Steve Gross, Co-Founder and CEO of Trusted CFO Solutions, to discuss Involving your restaurant manager in the Numbers. He’ll explore
how to measure and monitor floor and kitchen activity, Basic profitability, costs, and performance, and more.

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Featured Intacct On-Demand Webinars

Below is an archive of all our Intacct on-demand webinars. To learn more, explore these webinars through the links below.

Intacct Webinar
Audit-Ready Financials—Best Practices to Avoid Common Pitfalls

Audit-Ready Financials—Best Practices to Avoid Common Pitfalls

02/16/2017

You’ve just wrapped up another audit—or maybe you’re in the midst of planning for the next one. How can you be better prepared?

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Intacct Webinar
Panel Discussion: Outgrowing QuickBooks

Panel Discussion: Outgrowing QuickBooks

02/14/2017

Join Intacct and financial team members from two of our successfully growing customers for a live discussion on their experiences moving beyond QuickBooks. You’ll hear the reasons why moving to a cloud financial system has helped them radically scale their business.

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Intacct Webinar
5 Questions Every CFO Must Ask Their Controller

5 Questions Every CFO Must Ask Their Controller

02/02/2017

In the ever-changing role of the CFO, one thing will never change—the need to lead and manage an effective finance team. Successful CFOs collaborate closely with their controllers to define strategies that impact key areas including operational efficiency, enterprise-wide data visibility, and internal controls.

Explore

Intacct Webinar
Aligning Finance and Sales to Optimize the Quote-to-Cash Process~

Aligning Finance and Sales to Optimize the Quote-to-Cash Process~

02/01/2017

Salesforce is the CRM solution of choice for most growing organizations. Having a robust and seamless integration between your CRM and ERP solutions delivers a complete view of the customer and a fully automated quote-to-cash process that saves time and reduces errors.

Explore

Intacct Webinar
Financial Analytics for Project-Based Businesses in 2017

Financial Analytics for Project-Based Businesses in 2017

01/26/2017

With real-time financial and operational analytics, services businesses—technology, consulting, business, construction, and other services—can effectively manage revenues, costs, and overall performance. Combining financial, operational, and project information gives you the visibility to drive financial success.

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Intacct Webinar
Best Practices for Selecting Accounting Software

Best Practices for Selecting Accounting Software

1/20/2017

Intacct is the leading provider of best-in-class cloud ERP. Together with our partners, we have helped thousands of companies through their software evaluation process. Over the course of those evaluations, we have identified a set of best practices to help companies navigate through the difficult selection process.

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Intacct Webinar
Project Accounting Solution for Project-based Businesses

Project Accounting Solution for Project-based Businesses

01/12/2017

Services and project-based companies are focused on capturing 100% of client billable time and expenses, developing accurate budgets and forecasts, and improving cash flow management. Intacct understands your business challenges and has features and functionality uniquely suited to project-based businesses.

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Intacct Webinar
The New Roadmap for Nonprofit Finance

The New Roadmap for Nonprofit Finance

01/11/2017

With so many unique pain points and challenges, nonprofit finance is never easy. Our recent survey of nonprofit finance leaders revealed that their teams are struggling with competing priorities, constrained resources, inefficient technology tools, and ever-changing reporting and compliance requirements. What’s your strategy for transforming your organization’s performance? In other words: What’s your roadmap for nonprofit finance?

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Intacct Webinar
The 2017 Tech-Savvy CFO–Closing the Automation Gap in Finance

The 2017 Tech-Savvy CFO–Closing the Automation Gap in Finance

01/05/2017

Sooner or later, it happens. The manual data entry, enormous spreadsheets, and basic finance tools that once served you well, now leave you trapped in a vicious cycle of longer closes, data inconsistencies, and slower decisions. You’ve reached the automation gap.

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Intacct Webinar
Financial Reporting and Analytics for Software Companies in 2017

Financial Reporting and Analytics for Software Companies in 2017

01/04/2017

Software companies need to meet the demands of an increasingly complex business that requires up-to-the-minute information on revenue, expenses, cash flow, and profitability. Can your current financial system keep up?

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Intacct Webinar
How to Build Subscription Financial Models

How to Build Subscription Financial Models

12/21/2016

For new or existing businesses, managing the financials of a subscription offering is a complex undertaking. A subscription business financial model represents your organization’s present and future, and is therefore an essential component for planning, building, and growing a subscription business.

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Intacct Webinar
Make 2017 the Year You Improve Your Financial Reporting

Make 2017 the Year You Improve Your Financial Reporting

12/20/2016

Maybe you’ve noticed: Things have changed just a bit since the last time you upgraded your ERP system.

It’s time to say goodbye to your inflexible and outdated financial reporting and finally get a clear, accurate, and timely view of your revenue, expenses, cash flow, and profitability. It’s time for Intacct, the leader in best-in-class cloud ERP software.

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Intacct Webinar
The Top Five KPIs for Professional Services in 2017

The Top Five KPIs for Professional Services in 2017

12/15/2016

The professional services market is more competitive than ever. How will you outperform your competition? By monitoring the right set of financial metrics. Service Performance Insight (SPI) has identified the five KPIs with the highest correlation to financial success. And Intacct is sharing them with you.

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Intacct Webinar
Master Your Transition to ASC 606 and IFRS 15

Master Your Transition to ASC 606 and IFRS 15

12/08/2016

In this webinar and product demo, you’ll learn how to confront the compliance challenges head-on and make a smoother transition with Intacct Contract and Revenue Management, the only automated solution for ASC 606 and IFRS 15 compliance.

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Intacct Webinar
Revenue Recognition for Project-based Businesses

Revenue Recognition for Project-based Businesses

11/29/2016

Are you spending needless hours tracking project data and laboring through manual revenue recognition? Intacct’s best-in-class cloud ERP simplifies these tasks and gives you back some time.

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Intacct Webinar
The Benefits of Integrated Project Accounting and Financial Management

The Benefits of Integrated Project Accounting and Financial Management

11/17/2016

For software and SaaS companies, managing the profitability of your services organization is challenging. Tightly integrated project accounting and financial management applications are needed to maximize services revenue and ensure successful project performance and profitability.

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Intacct Webinar
2017 The Year of Instant Financial Consolidations and Real-time Business Insight

2017 The Year of Instant Financial Consolidations and Real-time Business Insight

11/16/2016

Make a New Year’s resolution to NOT spend long weekends closing the books, exporting data from multiple sources into Excel, and printing static board books. It’s time to rethink the infrastructure you use to plan and manage your firm’s finances.

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Intacct Webinar
Automation, Visibility, and Connectivity: How Churches Leverage Technology for Growth

Automation, Visibility, and Connectivity: How Churches Leverage Technology for Growth

11/10/2016

As a church finance organization, you need to provide up–to–minute, accurate information to a variety of stakeholders. But instead, you are stuck with manual processes, poor visibility, and manual reporting—resulting in delays, inefficiencies, and inaccurate data.

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Intacct Webinar
The Impacts of ASC 606 on Subscription Businesses

The Impacts of ASC 606 on Subscription Businesses

11/3/2016

If you rely on spreadsheets to handle revenue recognition, ASC 606 and IFRS 15 compliance will be almost impossible. That’s because these new standards bring major changes to revenue recognition, measurement, and disclosure which will fundamentally change how accounting and finance operate.

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Intacct Webinar
The New Roadmap for Nonprofit Finance

The New Roadmap for Nonprofit Finance

10/27/2016

Join us as we share the highlights from our survey and a practical technology roadmap for a streamlined, productive finance organization that is tightly aligned with your mission. You’ll learn:

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Intacct Webinar
Project Accounting and Financials for Your Services Business

Project Accounting and Financials for Your Services Business

10/26/2016

Services and project-based companies are focused on capturing 100% of client billable time and expenses, developing accurate budgets and forecasts, and improving cash flow management. Intacct understands your business challenges and has features and functionality uniquely suited to project-based businesses.

Explore

Intacct Webinar
5 Questions Every CFO Must Ask Their Controller

5 Questions Every CFO Must Ask Their Controller

10/20/2016

In the ever-changing role of the CFO, one thing will never change—the need to lead and manage an effective finance team. Successful CFOs collaborate closely with their controllers to define strategies that impact key areas including operational efficiency, enterprise-wide data visibility, and internal controls.

Explore

Intacct Webinar
Aligning Finance and Sales to Optimize the Quote-to-Cash Process

Aligning Finance and Sales to Optimize the Quote-to-Cash Process

10/19/2016

Salesforce is the CRM solution of choice for most growing organizations. Having a robust and seamless integration between your CRM and ERP solutions delivers a complete view of the customer and a fully automated quote-to-cash process that saves time and reduces errors.

Explore

Intacct Webinar
Intacct Product Tour for Nonprofits

Intacct Product Tour for Nonprofits

09/29/2016

Discover how Intacct’s comprehensive cloud-based accounting solution delivers the features and functionality uniquely suited to nonprofits.

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Intacct Webinar
Is Your Nonprofit Seeing the Full Picture?

Is Your Nonprofit Seeing the Full Picture?

09/29/2016

As a nonprofit, you have many stakeholders who require accurate information on budgets, grants, outcomes, and more—and they need access to them at a moment’s notice. But can your legacy accounting system keep up?

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Intacct Webinar
Explore the Power of Cloud ERP

Explore the Power of Cloud ERP

09/28/2016

Presented from the perspective of an Intacct customer, you’ll learn how Intacct helps you drive improved business performance—starting in finance but extending throughout your organization. Intacct is the best-in-class cloud ERP solution for the mid-market—and the preferred provider of financial applications for the AICPA.

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Intacct Webinar
New FASB Rev Rec Standards, Actions You Should Take Now!

New FASB Rev Rec Standards, Actions You Should Take Now!

9/27/2016

The time for action is now. ASC 606 and IFRS 15 are only a few quarters away, and well-designed compliance initiatives will require many months of planning, testing, and effort. In this webinar, you’ll get an overview of ASC 606 and IFRS 15 and learn about the groundwork you can lay to put your company in the strongest position to adopt and comply.

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Intacct Webinar
Audit-Ready Financials: Best Practices to Avoid Common Pitfalls

Audit-Ready Financials: Best Practices to Avoid Common Pitfalls

09/22/2016

You’ve just wrapped up another audit—or maybe you’re in the midst of planning for the next one. How can you be better prepared?

Explore

Intacct Webinar
Optimizing Wealth Management Company Finances

Optimizing Wealth Management Company Finances

09/21/2016

Wealth Management companies often need to make decisions within minutes, not hours, and need an up-to-date and consolidated view into the financials that drive their business.

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Intacct Webinar
Leveraging Cloud Technology for Quick and Easy Financial Reporting for Churches

Leveraging Cloud Technology for Quick and Easy Financial Reporting for Churches

02/22/2017

As a church finance organization, you need to provide up-to-minute, accurate information to a variety of stakeholders—pastors, ministers, program managers, and board members. But instead, you are stuck with manual, Excel-based reporting, resulting in delays and inaccurate data.

Explore

Intacct Webinar
Strengthening Nonprofit Accountability Through Audit-Ready Financials

Strengthening Nonprofit Accountability Through Audit-Ready Financials

02/23/2017

Whether you’re an organization, association, foundation—or any other type of nonprofit—one thing is true: you’re subject to an audit.

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Past Events by Trusted CFO Solutions

For additional resources, view our past events including workshops, conferences, webinars and speaking appearances.

AICPA Speaking Event By Dixie
Transforming From Manual Bill Payment to Electronic

Transforming From Manual Bill Payment to Electronic

When: June 11-15
Where: Las Vegas, NV

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Intacct Advantage Conference
Differentiation and Vertical Marketing Strategies

Differentiation and Vertical Marketing Strategies

10/24/2016

Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud based accounting platform.

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CPA.com Workshop
Digital Client Advisory Services Roadmap Workshop

Digital Client Advisory Services Roadmap Workshop

10/18-10/19/2016

Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud based accounting platform.

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Expo Guest Speaker
Guest Speaking At Atlanta Foodservice Expo

Guest Speaking At Atlanta Foodservice Expo

09/19/2016

The Atlanta Foodservice Expo is the only event in Georgia to bring together all sectors of the restaurant, foodservice and hospitality industry under one roof.

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Conference Guest Speaker
Dixie McCurley To Present At The 2016 AICPA Practitioners Symposium and TECH+ Conference

Dixie McCurley To Present At The 2016 AICPA Practitioners Symposium and TECH+ Conference

06/05/2016

The 2016 AICPA Practitioners Symposium and TECH+ Conference is an interdisciplinary experience that will help you define a clear path for the future.

Gain in-depth guidance into emerging technologies, practice management, marketing and business development — all in one event.

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Hosted Event
Steve Gross to Host Ritz Web-TV National Webcast on the State of Crowdfunding

Steve Gross to Host Ritz Web-TV National Webcast on the State of Crowdfunding

04/18/2013

Today the managing member of Trusted CFO Solutions, LLC and Ritz Web-TV Host Steve Gross talks to industry leaders and experts about the State of Crowdfunding. This is a prelude to a Crowdfunding Shark Attack Event at 5:30 and a live networking event.

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Guest Speaker
Dixie McCurley Joins Distinguished Lineup of Advisors for 2013 Digital CPA Conference

Dixie McCurley Joins Distinguished Lineup of Advisors for 2013 Digital CPA Conference

11/20/2013

A leading voice on transformative changes within the accounting profession, Dixie McCurley of Trusted CFO Solutions, LLC in Atlanta, GA joins a dynamic group of advisors empaneled for the 2013 Digital CPA Conference, sponsored by the American Institute of CPAs (AICPA) and its technology subsidiary, CPA2Biz.

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Avalara Webinar
Webinar by Avalara – Sales Tax 2014: New Rules, New Technology

Webinar by Avalara – Sales Tax 2014: New Rules, New Technology

01/21/2014

In the New Year, we in the business world are faced with more challenging sales tax compliance. New rules, increased complexity, and a need to stretch resources further make managing sales tax compliance more difficult.

But just because sales tax is a part of your business should not mean that it dominates your business. That is why we at TCFOS believe in automating your sales tax compliance processes.

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About us

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

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