Our Industry Specialties

There are multiple paths forward for working together. We partner with you using the most optimized partnership pathway for your business needs and objectives. Whether you offer SIAP services or VAR software, with our tailored systems and trained personnel, we're able to help you navigate the unique variables and roadblocks in your industry. The following areas are the businesses we know, inside and out.

Family Offices & Real Estate Funds

Family Offices & Real Estate Funds

As your Real Estate Investment Fund Portfolio increases, you may find you’ve outgrown the limits of Yardi™ or other industry-specific solutions. Does your current financial solution offer you and your staff the a sustainable solution?

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Wealth Management Organizations

Wealth Management Organizations

If you find yourself unable to normalize your data or compare multiple companies side by side, we can help.

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SAAS Technology Companies

SAAS Technology Companies

How much time does your technology software company spend doing manual input of recognized and deferred revenue? Explore how we can help you take that time back.

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Multi-Unit Restaurants

Multi-Unit Restaurants

Did you know at least 25% of restaurants close or sell after only one year? As you probably know, starting and sustaining a restaurant is a large responsibility. Let us help guide you along this journey. Click to learn more about successful restaurant planning.

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Multi-Unit Franchises

Multi-Unit Franchises

We’ve put together a program for franchisers and franchisee’s to identify how to elevate results for low and average performing stores. Click below to learn about our pilot program.

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Oil Field Industry Businesses

Oil Field Industry Businesses

The oilfield services and equipment industry has high demands on efficiency to use real-time data for operational insights.

We can help you optimize those data structures.

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“Trusted CFO Solutions provides real-time analytical financial reporting interpreted by finance & CFO executives to provide insights on performance and to assist in implementing action plans as a result of our intelligence driving the optimization of people, systems, and process analysis.” - Steve Gross, Trusted CFO Solutions Co-Founder