We have created a simple, yet effective, Weekly Cash Flow Worksheet that you can easily download and modify (fill out the form below to access).
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.
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.
What are the common reasons that restaurants don’t use the 4-week cycle?
While there are many reasons to use the 4-week system operationally, the reason it’s not used usually comes from a disconnect between operations and the accountants.
Our mission at Trusted CFO Solutions is to help drive the performance of our clients’ businesses (i.e. especially restaurants, but retail and hospitality also). So, as part of our mission, we connect and unify operations and accounting. Here are the obstacles we face in our mission.