Author: Jason Montoya

Dallas Texas

2017 Digital Client Advisory Services Roadmap Workshop

About The Workshop Event:
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.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 12-CPE credit, group-live two-day workshop.

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orlando-florida Intacct

Sage Intacct Advantage: Marketing Strategies With Trusted CFO Solutions

About The Course

What differentiates your firm from the hundreds of other firms who offer similar services? Does your marketing resonate with prospects? Will they call you when they are ready to consider changing out their accounting system? Come learn why and how you should be differentiating your firm. Walk away with a deeper knowledge of how to integrate differentiation and vertical messaging into your inbound, outbound and nurture marketing efforts.

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cpa-com-new-york-dixie

Trusted CFO Solutions To Speak At CPA.com’s Roadmap Workshop

About The Event:
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.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 12-CPE credit, group-live two-day workshop.

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Burger

Trusted CFO Solutions Is Speaking At 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.

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Why Most Restaurants Fail

Webinar: ‘The 2% Time Bomb – 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!

Watch this webcast now and learn how to shepherd those dollars for minimizing wasteful spending and maximizing your income. What you learn in this session from Dixie McCurley & Steve Gross could be the difference between your restaurant succeeding and failing.

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Washington DC politics finances

Digital CPA Conference 2013 In Washington, D.C.

Alongside our cultural and educational transitions to digital lifestyles, business today must incorporate technology and consequently, ask more from CPAs and business advisors.

Digital is no longer defined by the technology, however; digital has become a destination. It is no longer enough to simply integrate cloud applications to support online transactions.

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Marketing report dashboard

Why Does Trusted CFO Solutions Choose Sage Intacct?

As experienced CPAs and business advisors, we at Trusted CFO Solutions have vast expertise in over twenty-five accounting programs. We are QuickBooks ProAdvisors, Peachtree gurus, Great Plain’s wizards, among many other official (and unofficial) titles. However, in the past several years, we have seen domination by Intacct in the accounting systems business space for small to medium-sized businesses. There are a number of reasons why we are moving more and more of our clients over to the Intacct system.

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