Author: Jason Montoya

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Cloud Financials Done Right –Avoiding the Pitfalls of Implementation

A financial management system that enhances your organization’s ability to work remotely and close the books faster has never been more important. Cloud systems offer inherent benefits that on-premise platforms just can’t match. The best way to increase the efficiency of your finance team is to move to cloud financials.

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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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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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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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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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