VAR Archives -

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You Don’t Need Microsoft Power BI with Sage Intacct’s Interactive Visual Explorer

Written by Allison Miller on June 15, 2021. Posted in Trusted CFO Solutions Blog Posts.

Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all.

As the CFO, there’s always some shiny new toy being pitched by the, wait for it – CRO, CTO, CMO & PM. Technology has entered a new frontier, moving from the Age of Information to the Age of Answers.

If you’re like other CFOs, you probably want a good dashboard to monitor KPIs & a tool that lets you visualize data across the firm. A lot of people are familiar with Power BI, but that usually requires a consultant and a bolt on to your current systems.

Sage Intacct‘s Interactive Visual Explorer is a tool built into Sage Intacct that lets you explore all of your data within one system.

Sage Intacct Accounting Dimensions: What is It and How Can It Improve My Business?

Written by Allison Miller on January 19, 2021. Posted in Trusted CFO Solutions Blog Posts.

When using the word dimensions, you might think about height, width, and depth. But in this article, we want to give you an overview of Dimensions, a tool inside the Sage Intacct accounting solution software. We’ll also share how to make highly informed decisions for the long-term success of your business with this powerful function.

To get specific, we’ll cover the following topics:

Free Tool Download: 12-Week Cash Flow Projection Calculator

Written by Trusted CFO Solutions on January 14, 2021. Posted in Trusted CFO Solutions Blog Posts.

Cash is king in restaurants. In the midst of this crisis situation with COVID-19, knowing your restaurant’s current cash position is one of the most important insights an operator can have.

We have created a simple, yet effective, Weekly Cash Flow Worksheet that you can easily download and modify (fill out the form below to access).

Atlanta Classical Academy: Another Successful Platform Transition

Written by Allison Miller on January 7, 2021. Posted in Trusted CFO Solutions Blog Posts.

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

What Is Financial Consolidation And How Can It Help My Portfolio of Businesses?

Written by Allison Miller on December 2, 2020. Posted in Trusted CFO Solutions Blog Posts.

Are you still working with Quickbooks and Excel spreadsheets, emailing back and forth, with countless employees working late to finish month-end financial reports only to find all the numbers changed the following morning? What about those problems you’ve had when finding errors weeks later?

Are all the companies in your business portfolio cobbled and thrown together, making it difficult to know the health of your companies? By the time you’re ready to pivot the company, are your reports already dated?

The Best Thing about Sage Intacct Budgeting and Planning? Saying “Goodbye” to Spreadsheet Headaches and Busy Work!

Written by Allison Miller on November 20, 2020. Posted in Trusted CFO Solutions Blog Posts.

Time. It’s a commodity given to all in the same measure. And yet, when you look around, you see all your neighbors enjoying themselves with family, friends, and other activities. But not you. You’re buried in Excel spreadsheets and working nights and Saturdays. Every year you say to yourself, “I need to do something different” But nothing changes, and time marches on. It doesn’t have to be this way – we promise. How would you feel if you could have your nights and weekends back? You can. Go ahead. Get your biking shorts on and take a ride in the sunshine, throw a baseball cap on and cheer on your favorite team, or sit with friends and share stories. We’ve got you covered.

inside a restaurant at a table with people eating burgers top view shot

COVID-19’s Impact and Recovery for the Restaurant Industry — Cash Flow, Business Models, The Future, Crisis Lights, Cash Forecasting, & Survey Conclusions

Written by Allison Miller on November 17, 2020. Posted in Trusted CFO Solutions Blog Posts.

The COVID-19 pandemic continues to impact the restaurant industry. Uncertainty looms with the on-going challenges of containing the virus. This uncertainty creates obstacles in business decision-making. With public health requirements and customer preferences changing as the graphs on infections and deaths rise and fall, restaurants have more hurdles than ever. These challenges mean that restaurants need to respond quickly to a constantly changing environment.

Our national partner, Sage Intacct, and the National Restaurant Association surveyed over two-hundred restaurant finance leaders. This survey revealed COVID-19’s impact on their business, their actions in response, and their lessons through the process. Here is what they have to share.

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The Full Sage Intacct Product Demo & How To Watch It — True Cloud-Based Accounting Software

Written by Allison Miller on September 29, 2020. Posted in Trusted CFO Solutions Blog Posts.

Have you thought about switching over to new cloud-based software for your financial management needs, but are uncertain of which to use?

To help you make a more informed decision for your company, we encourage you to experience a complimentary online demonstration of Sage Intacct’s Financial ERP Software and learn how it can help your company grow by streamlining time-consuming processes (like multi-entity consolidation reports).

Due to the shifting marketplace in these uncertain times, more businesses are transitioning to true cloud-based software. If you are a CFO or financial leader in the private equity, family office, multi-entity restaurant, medical, or franchise industry, this product demonstration applies to you. We’ll cover how businesses today are using cloud-based accounting to streamline financials and how to get started with Sage Inacct in your company.

Click Here to Register To Watch Demo

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Hospitality Finance Leaders: Join Us For A 4-Week Online Series

Written by Allison Miller on September 24, 2020. Posted in Trusted CFO Solutions Blog Posts.

Share Information and Best Practices with Your Peers!

Join us (and Sage Intacct) for a complimentary 4-week online Hospitality Hangout for finance leaders.

In this series, we will discuss up-to-date industry insights, as well as strategies to gain real-time visibility plus other tips for navigating turbulent times.

We invite you to mark your calendars and join us on Thursdays for four weeks beginning October 1 at 11 am PDT / 2 pm EDT.

Trusted CFO Solutions Named A 2020 TOP 100 Company!

Written by Allison Miller on September 10, 2020. Posted in Trusted CFO Solutions Blog Posts.

2020 continues to be a year of change for businesses. COVID-19 has affected every industry leaving many leaders stifled, and business activity abruptly slowed. But like any disaster, this season of change has an upside.

More than ever, we at Trusted CFO Solutions are experiencing the outcome from more than a decade of focused preparation, especially relative to cloud-based technology. The distinct understanding of the-cloud-is-your-friend paved the way for TCFOS to soar amid the COVID-19 Pandemic.

Does Your Company Have A Real-Time Reporting Competitive Advantage?

Written by Trusted CFO Solutions on July 24, 2020. Posted in Trusted CFO Solutions Blog Posts.

In A Crisis, What’s the Competitive Advantage Real-Time Reporting Delivers?

We’re in a season where exceptions to the rule are quite common. For example, landlords are giving companies months of free rent. How is your business reporting on this discount and how are you keeping it in the front of your mind so you don’t lose sight of an expense that will come back later? Making it relevant today is now important.

When Transitioning To A Cloud-Based ERP System, Your Guiding Partner Matters Most

Written by Trusted CFO Solutions on July 21, 2020. Posted in Trusted CFO Solutions Blog Posts.

If Our Business Is On An Archaic ERP System, Is There Hope To Transition To A Cloud-Based Solution?

The guiding partnership in a transition will dictate the ease, relevancy, and success of your digital cloud ERP transition. How much help your business needs depends entirely on the specific requirements of your business.

Sage Intacct Collaborate: What is It and How Does It Work for You to Stay Compliant?

Written by Allison Miller on July 16, 2020. Posted in Trusted CFO Solutions Blog Posts.

Users of Sage Intacct Collaborate can operate more efficiently and effectively, communicate and track relevant insights and information where data and reports reside and leverage a competitive communication advantage over your competitors.

Tag: VAR

Share Information and Best Practices with Your Peers!

In A Crisis, What’s the Competitive Advantage Real-Time Reporting Delivers?

If Our Business Is On An Archaic ERP System, Is There Hope To Transition To A Cloud-Based Solution?