Your Trusted CFO Corner

Read The Latest News, Tips, & Insights From Your Trusted Financial Adviser.

Sage Intacct Names Trusted CFO Solutions a Top VAR Partner of the Quarter (Q3).

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).

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How Failing Bank Compliance Can Stunt Your Restaurant (or Franchise) Growth and What to Do

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.

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

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.

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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 saved your company thousands of dollars?

If your company suffers from any of the following financial pain points (or related deficiencies), it’s time to talk with Trusted CFO Solutions and explore our alliance with Sage Intacct.

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

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.  

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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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Top Blogs & Categories

Accounting

Accounting

Dixie McCurley presented at AICIA

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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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1000 Circle 75 Parkway, Suite 850 | Suite 850
Atlanta, GA 30339 | 855-236-2384