Tag: Family Office

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What Is Financial Consolidation And How Can It Help My Portfolio of Businesses?

Are you still working with Quickbooks and Excel spreadsheets, emailing back and forth, with countless employees working late to finish month-end financial reports only to find all the numbers changed the following morning? What about those problems you’ve had when finding errors weeks later?

Are all the companies in your business portfolio cobbled and thrown together, making it difficult to know the health of your companies? By the time you’re ready to pivot the company, are your reports already dated?

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Finance Leaders: Join Us For An Online Financial Services Forum Series

Discover, Network, and Thrive with Your Peers!

Join us as our partner, Sage Intacct, hosts a complimentary 4-week online Financial Services Forum for leaders in the financial services industry.

In this series, we will explore what’s happening in the financial services space, discuss how to gain real-time visibility and deeper insights using cloud financial management technology, and share proven tips and tricks on how to drive growth and make smarter, data-driven decisions with confidence.

We invite you to mark your calendars and join us on Wednesdays for the next four weeks.

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Trusted CFO Solution’s Curated Guide to Sage Intacct Resources

Trusted CFO Solutions is committed to helping you save time and money in your business. Through our partnership with Sage Intacct, we have access to countless resources, but because of the volume, it can be overwhelming to sift through them down to what is relevant to you.

To propel your business we’ve compiled a select listing for our readers and clients. Click on the links to view.

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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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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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