Author Archive

Make Financial Management Of A Ten-Entity Business Easy: Sage Intacct + Trusted CFO Solutions

Sage Intacct interviewed our client Tan Tam, the VP of accounting for RESICAP, a single source real estate company that helps property owners buy, renovate, sell, and lease single-family homes. Tan shared, in the following video, RESICAP’s QuickBooks use as their company experienced unprecedented growth.

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Affairs to Remember Streamlined Their Business By Optimizing & Outsourcing Their Complicated Financial Management System

After 40 years of operating a highly profitable operation, the Affairs to Remember team partnered with Trusted CFO Solutions (TCFOS), virtually outsourcing and utilizing our financial management solution.

Recently, we spoke with the Managing Director, Patrick Cuccaro about areas of success created by forming the partnership for their Atlanta operation.

When we engaged, they wanted us to:

  • Help Them Get Back Time
  • Reduce Overhead Costs
  • Increase Profitability

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Meet Dixie & Steve At The 2018 Atlanta Foodservice Expo

What Is The Atlanta Foodservice Expo?

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. The latest products, services, and technologies will be showcased for the industry, along with a comprehensive and leading-edge program of education that will provide foodservice operators in Georgia and surrounding markets with the best tools to grow and improve their business. Click here to visit their website and learn more about the expo.

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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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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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Restaurants Resources: 22 Links To Elevate Your Food Business

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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[Event – Dixie McCurley] Transforming From Manual Bill Payment to Electronic [AICPA – June12-15]

The AICPA Practitioners Symposium and TECH+ Conference joins 5 premier conferences at ENGAGE this June. Experience four days of fresh ideas and breakthrough presentations — all under one roof.

Get updates on critical tax and A&A issues, with particular relevance to small- and medium-sized firms. Navigate the complexities of creating a future-ready firm with insights from experts in cloud and accounting technology. Get the latest on marketing and sales initiatives you need to create your brand and streamline your processes. And learn about management techniques that will help you grow your business and enhance your profitability.

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Trusted CFO Solutions Now Offers Financing Options For Sage Intacct

Trusted CFO Solutions now offers to finance Intacct for restaurants, franchises, technology companies, oilfield companies, and family office and real estate investment businesses. This financing can also include Intacct customization, service, and implementation. If cash flow has kept you from exploring Trusted CFO Solutions and Intacct seriously, contact us and let’s discover how we can work together with this new option.

To explore your financing cost for an Intacct subscription, click here.

To explore your financing cost for an Intacct customization, service, and implementation, click here.

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About us

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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