Blog Guide – Featured Posts & Blog Categories

Featured Blog Posts

Below are our most recent featured blog posts. Peruse the posts to learn more about how Trusted CFO Solutions can increase growth in your business.

Alon’s Bakery Partners with Trusted CFO Solutions and Celebrates 27 Years of Success!

Alon’s Bakery Partners with Trusted CFO Solutions and Celebrates 27 Years of Success!

Welcome to Trusted CFO Solutions and congratulations, Alon Balshan for your entrepreneurial dreams coming true with 27 Years of Success through Alon’s Bakery!

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Are You Ready to Regain 50% of Your Time & Add More Money To Your Business?

Are You Ready to Regain 50% of Your Time & Add More Money To Your Business?

As a CEO or CFO, you want to significantly increase the efficiency and function of your finance department. Imagine what you could do if you regained 50% of your time and possibly save your company thousands of dollars?

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How We Sync GetLinked With Sage Intacct To Power Up Our Customer’s Reporting

How We Sync GetLinked With Sage Intacct To Power Up Our Customer’s Reporting

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.

Since launching our partnership, we’ve worked with GetLinked to enhance their sync into Sage Intacct.

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Client Interview: Stars And Strikes Survives The Challenge Of Change And Saves Time And Money!

Client Interview: Stars And Strikes Survives The Challenge Of Change And Saves Time And Money!

When we sat down to talk with Debby Ritnour, the second employee at 14-year-old Stars and Strikes, and Controller of thirteen locations, she didn’t hesitate to tell us how monumental a task it was for she and her team to make the switch from Quickbooks to Sage Intacct for nine of their stores.

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

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

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.

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Restaurant Dashboards Guide: The Tracking & Visibility You Need To Succeed

Restaurant Dashboards Guide: The Tracking & Visibility You Need To Succeed

In this article, we’ll guide you through the slides of the dashboards and explain each, providing a glimpse of what it looks like to partner with Trusted CFO Solutions and leverage Sage Intacct. As we move through each section, we’ll summarize the dashboard view, and provide an overall description of how it benefits restaurants.

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How We Integrate Salesforce CRM With Sage Intacct + How Our Customers Leverage Them Together

How We Integrate Salesforce CRM With Sage Intacct + How Our Customers Leverage Them Together

Since sales are based on a foundation of relationships, we chose Salesforce,the strongest relationship management tool for our customers. This tool helps manage contacts, sales, and products and is designed to keep organizations focused on the most crucial aspect of their business, client relationships.

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How We Integrate Avalara With Sage Intacct To Provide Easy Tax Compliance

How We Integrate Avalara With Sage Intacct To Provide Easy Tax Compliance

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.

For instance, if you sell something in the city of Atlanta, do you know if you have a local sales tax or not?

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How We Integrate Bill.com With Sage Intacct To Construct Effective Client Billing Systems

How We Integrate Bill.com With Sage Intacct To Construct Effective Client Billing Systems

Implementing Bill.com offers financial savings by removing the need for check stock, and it saves our clients time because there is no longer a need to load checks in the printer. Additionally, they get the elimination of postage expenses since the transaction is electronic. The money is sent directly into the bank account timely and accurately.

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

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.

Read about areas of success created by forming the partnership for their Atlanta operation.

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Financial System Implementation: What To Expect From Our Transformative Process

Financial System Implementation: What To Expect From Our Transformative Process

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.

It is hard to transition from an archaic process to a streamlined and semi-automatic one, Trusted CFO Solutions is an excellent partner to help with your transition.

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

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.

One of our clients with 13 stores literally logged into 50 bank accounts every single day for a daily cash report. It took four-and-a-half hours a day. Today, after working with us, the mostly automated report is done in 45 minutes.

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When Migrating To Sage Intacct, Bring Your Historical Data Along For The Ride

When Migrating To Sage Intacct, Bring Your Historical Data Along For The Ride

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?

The short answer is, you can bring your historical data with you, and when we migrate that data as part of your implementation, you’ll get the opportunity to leverage that data in ways you’ve never been able to do before.

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How Much Time Does Your Technology Software Company Spend Doing Manual Input Of Recognized And Deferred Revenue?

How Much Time Does Your Technology Software Company Spend Doing Manual Input Of Recognized And Deferred Revenue?

If you are the CEO or CFO of a software as a service company, you know much of your revenue recognition and deferred revenue management is done manually.

Because you work with numerous types of customers in various industries, a lot of manual handovers leaves you less time to analyze or build future products. Our experience shows manual input is one of the most significant challenges for software companies.

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We Empower Wealth Management Companies To Effectively Face Their Many Challenges

We Empower Wealth Management Companies To Effectively Face Their Many Challenges

As an investor in the Wealth Management industry, whether you are dealing with multiple types of asset classes, partial interests in private companies, investments in commodities, or tax-favored assets, the odds are that a large percentage your time is allocated to chasing data.

How time intensive and challenging is it for you to bring numerous reports together during the year to determine where your clients stand at any point in time?

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For Finance Experts: Rethinking Client Communication and 3 Customer Desires

For Finance Experts: Rethinking Client Communication and 3 Customer Desires

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 points. This article will cover rethinking client communication, what that looks like, and three things clients desire.

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Instead of Taking TWO Weeks For Entering, Cutting, & Sending 3,000 Checks Linda & Her Team Now Resolve It In ONE Day

Instead of Taking TWO Weeks For Entering, Cutting, & Sending 3,000 Checks Linda & Her Team Now Resolve It In ONE Day

There are a lot of moving pieces in the real estate business, especially within the finance departments. Linda McCue of Simpson Organization knows all too much about the struggles of slow and manual processes that comes with working on an outdated accounting system.

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Trusted CFO Solutions Announces our Newest Partnership with GetLinked® Financial Integration Software!

Trusted CFO Solutions Announces our Newest Partnership with GetLinked® Financial Integration Software!

When we learned about the features and benefits of GetLinked®, and it’s integration with Sage Intacct, we knew we had to investigate. We learned of the value this software could add to many of our client’s businesses. After testing and referring several of our clients to the low-cost, cloud-friendly, GetLinked® software, the results were outstanding.

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For Finance Experts: Do You Know The Number One Reason Clients Leave Their CPA?

For Finance Experts: Do You Know The Number One Reason Clients Leave Their CPA?

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. Read their responses.

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Highlights From The 2017 Sage Intacct Advantage Conference

Highlights From The 2017 Sage Intacct Advantage Conference

Every year, Sage Intacct holds a conference called Advantage for customers and partners to discover new capabilities and gain strategic insights.

This large gathering of Sage Intacct customers and partners in 2017 was held Oct. 16-20, 2017, in Las Vegas. Watch the highlights in this video.

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Oilfield Services and Equipment Businesses: Are You Ready To Get Paid Faster?

Oilfield Services and Equipment Businesses: Are You Ready To Get Paid Faster?

When is the last time you had confidence and assurance that the tools you use are capturing the data and documentation required for your business invoicing? Is your system providing you ease of mind and an accurate billing solution?

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What Is Sage Intacct & Why Should Growing Companies Switch?

What Is Sage Intacct & Why Should Growing Companies Switch?

Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner). Read more about 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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Why You Should Choose Trusted CFO Solutions As Your Restaurant Accounting Partner

Why You Should Choose Trusted CFO Solutions As Your Restaurant Accounting Partner

Running your restaurant is time-consuming and every minute counts. We get it and this is why we leverage tools, processes, and people to give you time back, alleviate stress and help you accomplish your financial goals. Don’t get stuck surviving as a restaurant, instead find out how you can take your business to the next level. And, we can help.

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7 Tips for Successful Restaurant Business Planning + Infographic

7 Tips for Successful Restaurant Business Planning + Infographic

Are you looking to launch a new restaurant business? Check out the list in this article for tips on how you can set your company up for success! And, download an infographic!

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Restaurants Resources: 22 Links To Elevate Your Food Business

Restaurants Resources: 22 Links To Elevate Your Food Business

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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Resource Center For Franchises

Resource Center For Franchises

Franchise Owners: A Deep Well of Resources for Your Business!

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Webinar: “How The Third Financial Statement Is A Restaurant’s Secret To Success”

Webinar: “How The Third Financial Statement Is A Restaurant’s Secret To Success”

Poor financial management prevents owners from making payroll…what are they doing wrong?

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What Is A Virtual CFO & How Can It Transform My Business?

What Is A Virtual CFO & How Can It Transform My Business?

The Term CFO Stands For Chief Financial Officer, And This Management Function Is Essential To The Effective Functioning Of A Business.

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Why Companies Outsource Their Back Office & How You Can Benefit

Why Companies Outsource Their Back Office & How You Can Benefit

In our ever changing business environments, many businesses are moving towards a revised operating philosophy.

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Webinar: Why Most Restaurants Fail

Webinar: Why Most Restaurants Fail

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!

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Why Entrepreneurs Resist Needed ChangeTo Grow Their Business

Why Entrepreneurs Resist Needed ChangeTo Grow Their Business

Many business owners don’t do their books and as a result don’t know how they’re business is doing.

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Webinar: Involve Your Restaurant Managers In The Numbers

Webinar: Involve Your Restaurant Managers In The Numbers

Join Steve Gross, Co-Founder and CEO of Trusted CFO Solutions, to discuss Involving your restaurant manager in the Numbers. He’ll explore the following topics.

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11 Reasons To Outsource Your Back Office

11 Reasons To Outsource Your Back Office

Back office operations are a bright example of how technology has changed to empower more effective business performance.

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Are You Ready to Transform Your Restaurant Business?

Are You Ready to Transform Your Restaurant Business?

As an owner or accounting and financial manager for a single or multi-location restaurant, you may know that bad accounting practices play a major part of why 25% of restaurants close or sell within the first year.

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Blog Categories

From accounting to technology and all in between check out our blog to find additional resources.  Click on a particular category below, and you will find numerous featured posts relevant to your topic of interest.

Accounting

Accounting

Dixie McCurley presented at AICPA

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Business Operations

Business Operations

Are You Resisting Needed Change?

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Dixie McCurley

Dixie McCurley

What Sets Your Business Apart?

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Events & Webinars

Events & Webinars

Recap of 2017 Intaact Atlanta Meetup

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Sage Intacct Cloud Accounting

Sage Intacct Cloud Accounting

Gain Real-Time Business Insights

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Interviews

Interviews

Trusted CFO Solutions Shrimp Tank Radio Interview

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Marketing

Marketing

Intaact Advantage: Marketing Strategies

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Restaurants

Restaurants

Personal Interview With A Client

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Steve Gross

Steve Gross

Transform Business: A Virtual CFO

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Technology

Technology

CPA.com Roadmap Workshop

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Testimonials

Testimonials

What Are Our Clients Saying?

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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…

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Atlanta, GA 30339 | 855-236-2384