Author: Allison Miller

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

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:

  • A History of the General Ledger
  • Define Sage Intacct (SI) Dimensions and how to recognize real ones
  • Why SI Dimensions are so crucial to your business
  • How dimensions are used by those in the restaurant, wealth management, SaaS, or Franchise industries with multiple products, services, and different departments
  • Steps to get started using Sage Intacct dimensions in your company

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1099 Year-End Checklist for 2020 + Free Tips & FAQ Download

Year-end is one of the busiest times for your accounting team.  For 2020, the IRS has changed the process for filing 1099’s by adding new forms and altering the filing requirements.  These new requirements can make a busy time even more chaotic, so to make your life easier, here is a downloadable checklist and frequently asked questions with tips to help make sure that you are prepared for these changes.

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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

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Real-Time Reports, Weekly Recommendations, & The Power of Partnership —Succulent Hospitality Narrative Case Study

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.

Succulent Hospitality houses three restaurants in the Atlanta area: Hammocks Trading Company, Under the Cork Tree, and Prime 120.

From their own words below, you’ll discover how we’ve helped the owners save time through real-time visibility reporting that shifts the burden from top-down leadership to a state where all leaders and managers know the same numbers and can act accordingly. We also discuss how Trusted CFO Solutions leverages the power of Sage Intacct to deliver the data with relevant recommendations on a weekly basis. It’s a favored engagement that has evolved into a powerful business partnership.

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

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?

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

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.

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

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

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

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.

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Finance Leaders: Join Us For An Online Financial Services Forum Series

Discover, Network, and Thrive with Your Peers!

Join us as our partner, Sage Intacct, hosts a complimentary 4-week online Financial Services Forum for leaders in the financial services industry.

In this series, we will explore what’s happening in the financial services space, discuss how to gain real-time visibility and deeper insights using cloud financial management technology, and share proven tips and tricks on how to drive growth and make smarter, data-driven decisions with confidence.

We invite you to mark your calendars and join us on Wednesdays for the next four weeks.

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Sage Intacct Client Satisfaction Survey Results: 6 Outcomes That Matter Most [Infographic]

In 2020 our National Partner, Sage Intacct, conducted an independent survey with our existing clients. The survey results are the outcome of an 80 percent client response rate. Here is what we discovered.

  • We value our clients and believe how we serve them today directly impacts the trust and longevity of our working relationship and future referrals.
  • We provide Virtual CFO Services to the Restaurant, Wealth Management, Family Office, SaaS, Franchises, and Oilfield Services Industries. 
  • The Infographic below contains our score on the six outcomes that matter most to our clients.

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Trusted CFO Solutions Named A 2020 TOP 100 Company!

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.

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