We’re in a season where exceptions to the rule are quite common. For example, landlords are giving companies months of free rent. How is your business reporting on this discount and how are you keeping it in the front of your mind so you don’t lose sight of an expense that will come back later? Making it relevant today is now important.
The guiding partnership in a transition will dictate the ease, relevancy, and success of your digital cloud ERP transition. How much help your business needs depends entirely on the specific requirements of your business.
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.
In May 2018 we announced our Trusted CFO Solutions partnership with GetLinked. Here are a few things we’ve been doing with it, and examples of how we save time and money.
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.
At Trusted CFO Solutions, our restaurant clients partner with us to elevate their business from low-level financial visibility to an eagle’s eye view, soaring above the details.
Salesforce is rated the number one CRM (Customer Relationship Management) tool in the WORLD.
What is Avalara, How Do We Use It, and Who Does it Best Serve?
In a nutshell, Avalara is a software to get your business tax compliance done right. It’s tax automation for businesses with real-time tax calculation and automatic returns filing.
Bill.com is a front-end inbox for the invoices our clients need to pay. All the invoices our clients receive come into this inbox where they quickly process them. We also use it as a paperless document management tool where we can store all client’s invoices.
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.
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.
When it comes to switching systems, what happens to my financial history (even the old stuff)? Does the baby go out with the bath water?
