blonde woman standing outside looking out

The Authentic Advisory Podcast With Dixie McCurley: Advisory Technology for Professional Service Firms

In November 2020, Dixie McCurley, Co-Founder, and President of Trusted CFO Solutions was a guest of James Mason, host of The Authentic Advisor Podcast Series and Managing Director of Mindshop.

In this podcast, Dixie shares insights she’s gained over the past decade and reveals critical keys to her success in the area of virtual CFO services. You will also hear from her about real-time metrics, key applications, and how to avoid implementation pitfalls.

This 17-minute podcast is a must-listen for accounting firms who want to provide excellence in advisory services through technology’s practical use. 

Dixie shares what led her to start Trusted CFO Solutions, the Advisory services they have offered over the past decade, and how those services have evolved, especially during the COVID-19 crisis.

One of the big bonuses Dixie reveals is the Top Four Applications the team at Trusted CFO Solutions currently uses and why.

James Mason closes the podcast by asking Dixie the Four Authentic Advisor Questions:

  1. What do you feel is the most overhot trend in Advisory that you see?
  2. What’s the hidden trait of advisors you are currently observing?
  3. What’s one thing you think high-performing advisors should do more?
  4. What’s the one thing high-performing clients could do less?

Dixie gives answers to these four questions and provides rich examples.

Click on the links to learn more about Mindshop or watch or listen as Dixie shares the secrets and lessons for success and the effective use of technology she has learned over the last decade.

Podcast available for view on Vimeo or to listen only through Apple, or Spotify.

Source: The Authentic Advisor podcast Series | Episode 3: Advisory Technology for Professional Service Firms


Outgrowing Quickbooks?

Say goodbye to spreadsheet reporting and manual consolidations and start using a cloud-based financial management system.

Sage Intacct dashboards

Related Content

Why you probably Don’t Need a CFO

“I think we need a CFO” This is what we hear from business owners who contact us. The truth is often they don’t. …
woman working while outside on vacation

Is It Time To Change Your ERP System? Choose a Technology That DOESN’T Steal Your Soul!

Imagine a world where financial reports are delivered in real-time without your direct involvement and you stop worki…
looking at glasses to see the blurry background of trees

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

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

Trusted CFO Solutions Has Blown Us Away Exceeding Our Expectations With PPP2!

We invited Jody Kell of Intown Renewal Developers to share in his own words his experience about partnering with the …
100 dollar bill with benjamin franklin

Maximize Your Second Draw From The Paycheck Protection Program! The Trusted CFO Solutions Team Is Ready to Help!

Did you miss out on relief funds during the first round of PPP? We have good news! On January 13th, 2021, Congress op…
grocery store fruit orderly

Financial & Business Management Assessment & The Power of Controlled Costs for Restaurants

As we leave 2020 and look ahead to 2021, the restaurants that assess their current situation, the ‘Now’, and look ahe…
Trusted CFO Solutions

Trusted CFO Solutions is an advisory and accounting solutions firm with a proven track record of helping clients create... Click to learn more.

Sage Intacct Partner

Contact Us

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

© Trusted CFO Solutions — Sitemap.

Site by JSM.