Author Archive

How Failing Bank Compliance Can Stunt Your Restaurant (or Franchise) Growth and What to Do

In 2016, a restaurant client with three locations elected to purchase the real estate for each site. The moment they got a new loan and closed the purchase, it propelled them out of compliance with their bank covenants. At that point, they learned the banks would no longer loan them money to build the next three stores planned for the following year.

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How We Integrate The Expense Report Software, Tallie, With Sage Intacct

What Is Tallie?

Tallie is the accounting industry’s preferred expense report software solution.  In mid-2017 the investment firm K1 invested over $125 million to form the largest independent expense management software company. The company merger brought together expense management software leaders Certify, Nexonia, ExpenseWatch, and Tallie.  

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