Technology Archives -

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You Don’t Need Microsoft Power BI with Sage Intacct’s Interactive Visual Explorer

Written by Allison Miller on June 15, 2021. Posted in Trusted CFO Solutions Blog Posts.

Does the world need another acronym? AI, ML, BI – Who cares? The world is changing. And that’s not all.

As the CFO, there’s always some shiny new toy being pitched by the, wait for it – CRO, CTO, CMO & PM. Technology has entered a new frontier, moving from the Age of Information to the Age of Answers.

If you’re like other CFOs, you probably want a good dashboard to monitor KPIs & a tool that lets you visualize data across the firm. A lot of people are familiar with Power BI, but that usually requires a consultant and a bolt on to your current systems.

Sage Intacct‘s Interactive Visual Explorer is a tool built into Sage Intacct that lets you explore all of your data within one system.

How We Integrate Avalara With Sage Intacct To Provide Easy Tax Compliance

Written by Dixie McCurley on November 26, 2018. Posted in Trusted CFO Solutions Blog Posts.

What is Avalara, How Do We Use It, and Who Does it Best Serve?

In a nutshell, Avalara is a software to get your business tax compliance done right. It’s tax automation for businesses with real-time tax calculation and automatic returns filing.

How We Integrate Bill.com With Sage Intacct To Construct Effective Client Billing Systems

Written by Dixie McCurley on November 8, 2018. Posted in Trusted CFO Solutions Blog Posts.

How We Use It and Why

Bill.com is a front-end inbox for the invoices our clients need to pay. All the invoices our clients receive come into this inbox where they quickly process them. We also use it as a paperless document management tool where we can store all client’s invoices.

Trusted CFO Solutions Announces our Newest Partnership with GetLinked® Financial Integration Software!

Written by Jason Montoya on May 28, 2018. Posted in Trusted CFO Solutions Blog Posts.

Why Did We Partner with GetLinked®?

At Trusted CFO Solutions, we build and maintain a thriving external financial department for your business where you receive a higher performing, lower cost financial team, and virtual CFO.

Our goal is to help you have stronger, more accurate business financials without costing you more time and money. We believe Sage Intacct, is the best, most efficient financial tool to manage your Restaurant, Franchises, Family Office, or Oilfield Services businesses.

Intacct Cloud Computing - High Mountain View

What Is Sage Intacct & Why Should Growing Companies Switch?

Written by Jason Montoya on March 13, 2018. Posted in Trusted CFO Solutions Blog Posts.

“I’ve saved 80% of my time at quarter-end using Sage Intacct and Adaptive Insights.” —Russell Guthrie CFO, IFAC

So, you’re considering switching to Sage Intacct to grow your business. Well, you’re exploring a terrific option because Sage Intacct is the number one financial management solution with the best customer satisfaction (G2 Crowd + Finance Online) and best product score (Gartner). As both your trusted advisor and an official Sage Intacct partner, we’d like to share why this ERP tool knocks it out of the park for small companies looking to scale and mid-sized businesses seeking to grow.

With The Excellent Acquisition Of Intacct, Sage Gives This ERP Software A Boost In Resources

Written by Allison Miller on January 2, 2018. Posted in Trusted CFO Solutions Blog Posts.

Have you heard the news? Sage Group, a leading British software company, completed the purchase in the third quarter of 2017 of Intacct Corporation, a California-based, nineteen-year-old accounting software company.

Dixie To Speak At CPA.com’s Roadmap Workshop

Written by Jason Montoya on October 11, 2016. Posted in Trusted CFO Solutions Blog Posts.

About The Event:
Cloud Technology is playing a transformative role in the way accounting firms and small businesses operate today—enabling firms to revitalize their client accounting services line and provide value-added bundled services that may include bill management, financial reporting, payroll and more via a cloud-based accounting platform.

As progressive firms make the transition from on-premise to cloud solutions, there are many practice development implications that need to be addressed—including how best to staff the client accounting services areas of your firm, how to package and price your services, how to engage your clients and market the solutions. To help you navigate this change, CPA.com has developed this comprehensive 12-CPE credit, group-live two-day workshop.

Are You Having Problems With Quickbooks?

Written by Jason Montoya on September 12, 2016. Posted in Trusted CFO Solutions Blog Posts.

Are you…

Interested in automating those manual Quickbooks tasks?
Interested in more visibility & better reporting than Quickbooks has to offer?
Interested in accessing your financial software from different locations?

Tag: Technology

You Don’t Need Microsoft Power BI with Sage Intacct’s Interactive Visual Explorer

How We Integrate Avalara With Sage Intacct To Provide Easy Tax Compliance

How We Integrate Bill.com With Sage Intacct To Construct Effective Client Billing Systems

How We Use It and Why

Trusted CFO Solutions Announces our Newest Partnership with GetLinked® Financial Integration Software!

Why Did We Partner with GetLinked®?

What Is Sage Intacct & Why Should Growing Companies Switch?

With The Excellent Acquisition Of Intacct, Sage Gives This ERP Software A Boost In Resources

Dixie To Speak At CPA.com’s Roadmap Workshop

Are You Having Problems With Quickbooks?

Dixie McCurley Presents At AICPA Symposium & TECH Conference

This Glossary Will You Help You Understand Cloud Computing Terms

Webinar by Avalara – Sales Tax 2014: New Rules, New Technology

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