Leverage Real-Time Reporting & Easily Manage Multiple Business Entities

Sage Intacct: Accounting Financial Management Software

As a fast-growing small business, you may need to replace your entry-level accounting solution like QuickBooks. Or, maybe you are an established mid-size or larger company that wants to scale but uses an outdated on-premises system. Sage Intacct is built for financial professionals by financial professionals and could be the best choice for your business.

Sage Intacct, rated #1 in customer satisfaction, a solution that supports virtually any business formation and is designed to transform the way you think and work so your organization can thrive.

Learn more below about Sage Intacct, the tool that outshines other market solutions.

Multi-Entity Consolidations

For Complex Global Financials

Leverage multi-entity, multi-currency global consolidation accounting for your business portfolio.

Multi-Dimensional Chart of Accounts

Saves Time & Boosts Efficiency

Sage Intacct’s dimensions foundation offers a simple way to track and report on each of your entities.

Real-Time Dashboard Analytics

Instant Shared Access Across Entities

Leverage real-time performance visibility into each of your firm’s businesses. Save 40+ hours per month and cut data confirmation by 75%.

Collaborative Compliance

GAAP + Front-To-Back Audit Trails

Don’t leave your successful companies vulnerable to audits. Use a system the logs what’s happened.

Accounting Partner or Technology Support?

Two Ways We Work With Our Clients

hand shake inside an office building

Outsource Your Accounting

Sage Intacct Accounting Partner (SIAP)

In this engagement type, we provide outsourced accounting services using the Sage Intacct system. If you don’t have an internal accounting department or want to redirect your existing staff towards more strategic aims, this is the ideal pathway forward.

Upcoming Sage Intacct Webinar Events

Date & TimeEvent NameLink
Interactive Demo Plus Live Q&A
Tuesday, January 11th
Are You a Finance Superhero? Closing the Midsize Performance Gap: Why It May Be Time to Change
Wednesday, January 19th
Strengthening Nonprofit Accountability Through Audit-Ready Financials
Tuesday, February 8th
The Advantages of ERP and Financial Systems in the Cloud
Wednesday, February 16th
Leveraging Outcome Metrics for Mission Success
Tuesday, March 8th
Improving Financial Performance Through Dashboards and Reports
Wednesday, March 16th
Survival Guide for Nonprofit Finance Teams
Tuesday, April 12th
QuickBooks Lack of Visibility
Wednesday, April 20th
The Modern General Ledger for Nonprofits―Not Your Mother’s Chart of Accounts
Sage Intacct

Customer Success Stories

Trusted CFO Solutions Has Blown Us Away Exceeding Our Expectations …

We invited Jody Kell of Intown Renewal Developers to share in his own words his experience about partnering with the team at Trusted CFO Solutions to help him through the process of his second PPP application. For the first round of PPP…

Atlanta Classical Academy: Another Successful Platform Transition

Trusted CFO Solutions is proud to announce that our client Atlanta Classical Academy (ACA) has successfully transitioned to Sage Intacct.
wood fired cooked steak

Real-Time Reports, Weekly Recommendations, & The Power of Part…

Trusted CFO Solutions specializes in working with restaurant groups. One of our wonderful clients, Succulent Hospitality, shares below about their experience working with us and how that’s helped them strengthen and grow their business. …
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Make Financial Management Of A Ten-Entity Business Easy: Sage Intac…

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…
holding the light

Client Interview: Stars And Strikes Survives The Challenge Of Chang…

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…
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Affairs to Remember Streamlined Their Business By Optimizing &…

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 spok…
Dollar Bills - Money

Instead of Taking TWO Weeks For Entering, Cutting, & Sending 3…

“I love Trusted CFO Solutions. They have been so helpful! They help me understand what we’re trying to do. Anytime I have a question, if they don’t know, they will get that information for me.”

When You Are Outgrowing QuickBooks Sage Intacct Is The Best Solution

In 2015 Creative Approach’s President and Co-Founder, Cale Kell realized their manual way of managing their finances on Excel spreadsheets was not going to work. With the 4x growth their company had experienced, they needed a better way….

Sage Intacct Is The Best Solution When You Are Outgrowing QuickBooks

CEO Mark Hornbuckle started HB Next, a Safety & Environmental Compliance Services company, in 1999 using Quickbooks for their financial management. An unusual CEO, Mark, was also the one in control of the books and financial reportin…
Articles, On-Demand Webinars, & Events

Complementary Sage Intacct Resources

Explore the latest Sage Intacct related articles from our content library below.

Wrap-Up: Reimagine Your Month-End Close with Sage Intacct

April 24, 2023
As the end of the month approaches, many finance and accounting teams brace themselves for the hectic period known as the month-end …

Best Practices to Perfect Your Month-End Close With Sage Intacct

April 5, 2023
As your business reaches the end of each month, your finances require precise maintenance, but that also means diving headfirst into…

Take Control of the Month-End Close: A Checklist for Success

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As a business owner, the end of the month can feel like a whirlwind: hectic, chaotic, and overwhelming. But by following a structure…

Managing Your Accounts Payable: A Guide for Small Business Owners

March 22, 2023
Are you tired of the countless hours spent managing your accounts payable (AP)? Do you want to streamline your accounting process to…

How to Save Money During Audit Season With Sage Intacct

February 9, 2023
Getting audited isn’t something businesses look forward to. If you’ve been in business for a while, you are all too familiar with th…

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Monitor Your Cash Flow Like a Pro: Insider Tips & Best Practices

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There is one universal truth we can all agree on in business: money matters. You must spend money to make money and to do that yo…
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Cloud Financials Done Right –Avoiding the Pitfalls of Implementation

December 27, 2021
A financial management system that enhances your organization’s ability to work remotely and close the books faster has never been m…
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5 Questions Every CFO Should Be Asking Their Controller — In Uncertain…

December 21, 2021
What are the most important questions CFOs should be asking their Controllers during these uncertain times?
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Not Your Mother’s Chart of Accounts: Modern Day Accounting Made …

December 15, 2021
How do you dramatically improve reporting and gain visibility into your financial data while reducing your General Ledger accounts b…
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You Don’t Need Microsoft Power BI with Sage Intacct’s Interactiv…

June 15, 2021
Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all. [video width=”1920″ heigh…

Sage Intacct Accounting Dimensions: What is It and How Can It Improve …

January 19, 2021
When using the word dimensions, you might think about height, width, and depth. But in this article, we want to give you an overview…
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What Is Financial Consolidation And How Can It Help My Portfolio of Bu…

December 2, 2020
Are you still working with Quickbooks and Excel spreadsheets, emailing back and forth, with countless employees working late to fini…

The Best Thing about Sage Intacct Budgeting and Planning? Saying “Good…

November 20, 2020
Time. It’s a commodity given to all in the same measure. And yet, when you look around, you see all your neighbors enjoying themselv…
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Hospitality Finance Leaders: Join Us For A 4-Week Online Series

September 24, 2020
Share Information and Best Practices with Your Peers! Join us (and Sage Intacct) for a complimentary 4-week online Hospitalit…
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Does Your Company Have A Real-Time Reporting Competitive Advantage?

July 24, 2020
In A Crisis, What’s the Competitive Advantage Real-Time Reporting Delivers? We’re in a season where exceptions to the rule ar…
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When Transitioning To A Cloud-Based ERP System, Your Guiding Partner M…

July 21, 2020
If Our Business Is On An Archaic ERP System, Is There Hope To Transition To A Cloud-Based Solution? The guiding partnership i…
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Sage Intacct Collaborate: What is It and How Does It Work for You to S…

July 16, 2020
Users of Sage Intacct Collaborate can operate more efficiently and effectively, communicate and track relevant insights and informat…

Trusted CFO Solution’s Guide to Sage Intacct COVID-19 Resources

May 1, 2020
It may feel like the weight of the world is on your shoulders. We want you to know that Trusted CFO Solutions and Sage Intacct are c…

Sage Intacct Users: Is Your Business in Compliance for CARES Act Forgi…

April 27, 2020
At Trusted CFO Solutions, we are here to help save businesses during the COVID-19 Pandemic so they can all emerge stronger. T…

Webinar: How Medical Practices Can Leverage Sage Intacct To Quickly Gr…

March 16, 2020
This webinar has been canceled due to the Coronavirus crisis. If you’d like to see a private presentation, please contact us directl…

Trusted CFO Solution’s Curated Guide to Sage Intacct Resources

March 2, 2020
Trusted CFO Solutions is committed to helping you save time and money in your business. Through our partnership with Sage Intacct, w…
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Sage Intacct Names Trusted CFO Solutions a Top VAR Partner of the Quar…

August 12, 2019
Trusted CFO Solutions works directly with CEOs and CFOs who are experiencing growth and require a financial management tool that sav…
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Restaurant Dashboards Guide: The Tracking & Visibility You Need T…

January 1, 2019
At Trusted CFO Solutions, our restaurant clients partner with us to elevate their business from low-level financial visibility to an…
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When Migrating To Sage Intacct, Bring Your Historical Data Along For T…

August 14, 2018
When it comes to switching systems, what happens to my financial history (even the old stuff)? Does the baby go out with the bath wa…
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What Is Sage Intacct & Why Should Growing Companies Switch?

March 13, 2018
“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC So, you’re co…
Sage Intacct ERP Software

With The Excellent Acquisition Of Intacct, Sage Gives This ERP Softwar…

January 2, 2018
Have you heard the news? Sage Group, a leading British software company, completed the purchase in the third quarter of 2017 of Inta…
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Family Office and Real Estate Investment Funds: Streamline Your Financ…

December 6, 2017
You can start now with Sage Intacct, the only profitable solution for your Family Office or Real Estate Investment Funds. At Trusted…

Trusted CFO Solutions Now Offers Financing Options For Sage Intacct

April 11, 2017
Trusted CFO Solutions now offers to finance Intacct for restaurants, franchises, technology companies, oilfield companies, and famil…
Intacct Business Growth

News: Sage Intacct Adds New Customers in Record Numbers and Sees 45% G…

February 9, 2017
Intacct published a press release on their exponential growth. Below is an excerpt. (Hat tip: Marketwatch) “The flow of companies ad…
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Sage Intacct Atlanta Meetup 2017 Recap & Gallery

February 3, 2017
On January 19, 2017, at the offices of Ionic Security, over 75 Atlanta Intacct customers came together to learn how they could …
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Sage Intacct Advantage: Marketing Strategies With Trusted CFO Solutions

October 12, 2016
About The Course What differentiates your firm from the hundreds of other firms who offer similar services? Does your marketing r…
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Are You Having Problems With Quickbooks?

September 12, 2016
Are you… Interested in automating those manual Quickbooks tasks? Interested in more visibility & better reporting than Qui…
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Why Does Trusted CFO Solutions Choose Sage Intacct?

September 12, 2013
As experienced CPAs and business advisors, we at Trusted CFO Solutions have vast expertise in over twenty-five accounting programs. …

Sage Intacct Financial Solutions


Tap into these powerful services as we work together through the following three phases.

  • 1 – Assess & Design

  • 2 – Implementation

  • 3 – Ongoing Support

Software Solutions

Beyond Sage Intacct, leverage the best-of-breed technology solutions for top-notch decision-making.

Outsourced Accounting

Start outsourcing your accounting functions in a cost-effective and scalable way.

Virtual CFO Advisory

With the right CFO, we’ll maximize profitability while you focus on growing revenue.

Begin Exploring Sage Intacct: Let’s Talk

Fill out the following form and let’s explore how we take your business to the highest level, together, and with Sage Intacct.

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