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.

Continue Reading

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.  

Continue Reading

person holding phone making list

Financial System Implementation: What To Expect From Our Transformative Process

What does implementation handled for you look like?

Trusted CFO Solutions wants help business owners and their teams get to the next level. We understand you don’t have the time to learn when you’re overwhelmed with all that needs doing. We’ll translate what you need to know and teach from the top down.

The team subsequently repeats behaviors throughout the organization as they get the inefficient work off of them.

Continue Reading

People collaborating

If Your CEO/Founder Offloaded Responsibility Of Fixing The Financial System To You, We Can Help!

Financial teams across Atlanta are dealing with the disorganized chaos of their department. And, the business owner or CEO has offloaded the responsibility of fixing it to their shoulders, usually the controller.

Thus, controllers usually know and feel the pain. They know what’s going on and the requirement for resolution. In fact, they’ll want to fix it immediately by expanding their non-functioning accounting department.

Continue Reading

ant carrying leaf across the ground

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 clients proactive advice, provide dashboards, and anticipate their pain pointsThis article will cover rethinking client communication, what that looks like, and three things clients desire.

Continue Reading

Two people talking at a table

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.

Continue Reading

People in building looking out to sky line

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…

Learn More…

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