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.
Salesforce is rated the number one CRM (Customer Relationship Management) tool in the WORLD.
Bill.com is a front-end inbox for the invoices our clients need to pay. All the invoices our clients receive come into this inbox where they quickly process them. We also use it as a paperless document management tool where we can store all client’s invoices.
What does implementation handled for you look like?
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.
The team subsequently repeats behaviors throughout the organization as they get the inefficient work off of them.
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.
Thus, controllers usually know and feel the pain. They know what’s going on and the requirement for resolution. In fact, they’ll want to fix it immediately by expanding their non-functioning accounting department.
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?
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. When it comes to subscription software, you sit on multiple small payments, and the manual input to Excel or other manual process creates a significant labor cost related to your accounting and sales staff.
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. By streamlining and automating that process, you gain a substantial return to your company.
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 of your time is allocated to chasing data.
“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.”
At Trusted CFO Solutions, we build and maintain a thriving external financial department for your business where you receive a higher performing, lower cost financial team, and virtual CFO.
Our goal is to help you have stronger, more accurate business financials without costing you more time and money. We believe Sage Intacct, is the best, most efficient financial tool to manage your Restaurant, Franchises, Family Office, or Oilfield Services businesses.
“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC
So, you’re considering switching to Sage Intacct to grow your business. Well, you’re exploring a terrific option because Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner). As both your trusted advisor and an official Sage Intacct partner, we’d like to share why this ERP tool knocks it out of the park for small companies looking to scale and mid-sized businesses seeking to grow.
Are you looking to launch a new restaurant business? Check out the list below for tips on how you can set your company up for success!
