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    February 18, 2021

    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 busine…

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COVID-19’s Impact and Recovery for the Restaurant Industry — Cash Flow, …

November 17, 2020
The COVID-19 pandemic continues to impact the restaurant industry. Uncertainty looms with the on-going challenges of …
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Increasing the Value of Your Private Equity Fund to Investors Through Re…

November 2, 2020
“Yield is the product, reports are the wrapping paper” Private Equity fund managers have always had a difficult job. …
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The Full Sage Intacct Product Demo & How To Watch It — True Cloud-B…

September 29, 2020
Have you thought about switching over to new cloud-based software for your financial management needs, but are uncert…
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Hospitality Finance Leaders: Join Us For A 4-Week Online Series

September 24, 2020
Share Information and Best Practices with Your Peers! Join us (and Sage Intacct) for a complimentary 4-week online Ho…
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Finance Leaders: Join Us For An Online Financial Services Forum Series

September 17, 2020
Discover, Network, and Thrive with Your Peers! Join us as our partner, Sage Intacct, hosts a complimentary 4-week onl…
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Sage Intacct Client Satisfaction Survey Results: 6 Outcomes That Matter …

September 15, 2020
In 2020 our National Partner, Sage Intacct, conducted an independent survey with our existing clients. The survey res…
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Trusted CFO Solutions Named A 2020 TOP 100 Company!

September 10, 2020
2020 continues to be a year of change for businesses. COVID-19 has affected every industry leaving many leaders stifl…
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Innovate Forward #10: The Benefits & Opportunities of Strong Collab…

August 21, 2020
INNOVATE FORWARD #10 with Dixie McCurley. Click here to view all episodes.
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Innovate Forward #9: The Power of Quick Decisions & Swift Communica…

August 18, 2020
INNOVATE FORWARD #9 with Dixie McCurley. Click here to view all episodes.
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Innovate Forward #8: Letting Go, Appreciating Our Team’s Innovatio…

August 14, 2020
INNOVATE FORWARD #8 with Dixie McCurley. Click here to view all episodes.
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Innovate Forward #7: Lean Into Proactive Communication & Ongoing …

August 11, 2020
INNOVATE FORWARD #7 with Dixie McCurley. Click here to view all episodes.
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