Author: Jason Montoya

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.

Outsourced, fractional, or interim CFOs seem to be everywhere.

You see them on LinkedIn pitching their services every day.

Maybe you’ve met a couple on the golf course playing around with friends.

Most owners hear the words “Financing” or “Strategy” and convince themselves that’s what they need.

Then they call us.

We get it; talking about raising capital and tactical plans is sexy.

You can’t open the WSJ or HBR without running into SPACs, IPOs, and KPIs.

But most of the time owners don’t need a CFO.

So if you don’t need a CFO, what do you need?

(Lean forward – I’m going to tell you a secret)

You probably need a Controller.

With a little bit of digging and questioning, many of the owners that contact us say things like;

  • “I’ve hit a ceiling/wall and really want to grow this business, I know I can”
  • “I feel like my team’s just stuck”
  • “I’ve got several businesses and multiple locations, but I can’t tell which ones are the most profitable”
  • “I could probably grow this business 5x, but I can’t keep up with what’s going on”
  • “It’s just totally out of control”

After hearing these phrases over and over, my mind can’t help but think of the lyrics to Bo Diddley’s classic song Signifying Blues –

Say, look here!

(A-what dat?)

It look like your process took a recess


(A-that’s alright, at least I can afford to get one)

(You wear one of them do-it-yourself job things)


Why What You Really Need Is A Good Controller

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 opened up $285 billion for PPP2 (Paycheck Protection Program) funding making it possible for you to strengthen your business with available financial funding of 2.5x to 3.5x your monthly payroll in a 100% forgivable loan.

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chess game strategy

Make Financial Management Of A Ten-Entity Business Easy: Sage Intacct + Trusted CFO Solutions

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’s QuickBooks use as their company experienced unprecedented growth.

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holding the light

Client Interview: Stars And Strikes Survives The Challenge Of Change And Saves Time And Money!

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 the switch from Quickbooks to Sage Intacct for nine of their stores.

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people toasting drinks with food

Affairs to Remember Streamlined Their Business By Optimizing & Outsourcing Their Complicated Financial Management System

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 spoke with the Managing Director, Patrick Cuccaro about areas of success created by forming the partnership for their Atlanta operation.

When we engaged, they wanted us to:

  • Help Them Get Back Time
  • Reduce Overhead Costs
  • Increase Profitability

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plated food

Meet Dixie & Steve At The 2018 Atlanta Foodservice Expo

What Is The Atlanta Foodservice Expo?

The Atlanta Foodservice Expo is the only event in Georgia to bring together all sectors of the restaurant, foodservice and hospitality industry under one roof. The latest products, services, and technologies will be showcased for the industry, along with a comprehensive and leading-edge program of education that will provide foodservice operators in Georgia and surrounding markets with the best tools to grow and improve their business. Click here to visit their website and learn more about the expo.

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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.

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