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.
Welcome to Trusted CFO Solutions and congratulations, Alon Balshan for your entrepreneurial dreams coming true with 27 Years of Success through Alon’s Bakery!
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?
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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?
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.
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.
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!
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.
Poor financial management prevents owners from making payroll…what are they doing wrong?
The Term CFO Stands For Chief Financial Officer, And This Management Function Is Essential To The Effective Functioning Of A Business.
In our ever changing business environments, many businesses are moving towards a revised operating philosophy.
Many business owners don’t do their books and as a result don’t know how they’re business is doing.
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.
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.
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.