Congratulations to Dixie McCurley for winning the 2019 Innovative Solutions in Finance Award (nominated by Jason Scott Montoya) at the 2019 Financial Leaders of the Year (FLY) awards hosted by the McCracken Alliance and headlined by the Orlando Magic owner, Pat Williams.
HB NEXT — A Long-Time Trusted CFO Solutions Client —Celebrates Its 20th Anniversary At Lake Lanier Islands
Every five years, the leadership of HB NEXT has a gathering in celebration of its employees from Georgia, Florida, South Carolina, North Carolina, and Tennessee. This year, Founder and CEO, Mark Hornbuckle hosted the party on July 20 at Legacy Lodge at Lake Lanier Islands. Their new Chairman of the Board, 100 employees and their partners, key suppliers and vendors, and select business partners received invitations to the event.
Trusted CFO Solutions works directly with CEOs and CFOs who are experiencing growth and require a financial management tool that saves time, recovers money, and provides company-wide visibility.
Dixie McCurley (Co-founder and President), and the TCFOS team empowers high-performing teams, and fosters lower-cost financial management. Packaged with a virtual CFO, their clients also use the best financial management software (Cloud-Based-ERP) on the market (Sage Intacct).
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.
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.
With a dream at an early age to be an entrepreneur, Alon Balshan packed up and left Israel with $500 in his pocket to head for the United States. After a short stay in New York, no job, and diminishing cash reserves, Alon connected with a restaurant owner in Atlanta suggested by a friend of his before leaving Israel. After a bit of persuasion by his friend, he made his way south to bring a piece of his European roots to the Morningside Atlanta community, where he later opened Alon’s Bakery in 1992.
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 saved 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.
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.
What Is Tallie?
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.
What is Salesforce?
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.