Find Money. Save Time. Get Advice.

Powered by

With Dixie McCurley

Three Compelling ReasonsTo Outsource Immediately

Three Compelling Reasons To Outsource

Team Technology Time

321

Strengths Of Outsourcing

● Access a team of specialists without staffing them full-time

● Outsourcing correctly increases your organizational power

● Outsourcing improves your business when you have reached capacity to do it yourself

● You get a professional team that is capable of flexing along with your business

● It’s much easier to start than you think

Team

Collaborative Team Examples

Roles And Responsibilities That Flex As Your Needs Change

Accounting | FinanceMonth End | Daily

Reporting

Payroll

System Designer

Staff Accountant

System Admin

CFO

Sr. Accountant

Controller

AP Specialist

Types Of Outsourcing

ComprehensiveAn external provider takes over a series of processes across

all functional areas. This is a multi-year model.

LicensingThis model contains tactical solutions defined with a unite

price and certain conditions.

SelectiveSeveral processes within a functional area are given to an

external provider. This model is a long-term strategy.

ContractingA contractor is paid hourly/daily/weekly/monthly.

There are multiple paths forward for working together. We partner using the most optimized partnership pathway for your business

needs and objectives.

BPO Models

Out-Tasking Models

Cutting Edge

● Instead of acting proactive, you’re organization is highly reactive to the winds and waves of circumstance.

● Your accounting and finance efforts are fragmented, and not tied to operational improvement.

● Hiring an onsite staff does not give them the insights and experience required to elevate and scale your business.

Technology

If You’re Not Outsourcing Your Accounting & Finances, You’re 10

Years Behind Your Top Competitors.

Employees Working Remotely from Home.

Internal3rd Party

SimpleComplex Demands

Master Data

Structure

TCFOS InfrastructurePerformance, Scalability, Reliability, Security

Modern Financial Outsourcing PlatformIn

tern

al3r

d Pa

rty

Simple ComplexDemands

Finance Department Accounting Department

DepartmentsClasses EmployeesLocations/Entities Items CustomersChart of Accounts Vendors

Foundation Approach

Customize, Integrate, Extend

Customization/ Extensibility

Integration / APIs, SDKs

Onboarding Approach

Assessment Monthly Services

Expertise

People Admin / SetupProcesses SystemsImplementation

Finance Department Accounting DepartmentComprehensive Outsourcing

Selective Outsourcing

Selective Insourcing

Comprehensive Outsourcing

Selective Outsourcing

Selective Insourcing

Growth From Partnerships

● TEAM: Develop your internal people with stronger skills, relevant knowledge, and useful support

● TECH: Outsource what you need, when it matters — Enjoy the benefits and scale of a shared service model

● TIME: Stop managing the things not core to your business, and focus on what you’re passionate about & drives revenue

Time

Time

● Just like the Original iPhone, Outsourcing Is Completely Different Today From Five Years Ago

● By 2025 Accounting and Finance Will Be the Top Function Outsourced

● Having An Expert Team Guide You Solidifies Your Success!

● If you’re growing out off a mom-and-pop stage of business looking to build a team, consider outsourcing.

FOUR FACTS TO LEAD YOU BACK TO OUTSOURCING

To Build Or Not To Build

Do You Really Want To BuildAn Accounting Department?

Outsourcing Success Stories

● Where TCFOS Outsources

● Stars & Strikes

● Creative Approach

● Affairs To Remember

Client Interview: Stars And Strikes Survives The Challenge Of Change And

Saves Time And Money!

“Trusted CFO understood our need for help, they provided it, and we would not go back… I no longer run the same reports I did with Quickbooks. With Sage Intacct, our data is available in real-time. We have dashboards that mirror 90% of the reports that I am

responsible for producing. Sage Intacct has proven beneficial in utilizing and saving time.” - Debby Ritnour, Controller at Stars and Strikes

Creative Approach allowed Trusted CFO Solutions to lead the way and trusted them to assess and implement the new system. Cale and his team had terrific

communication with Trusted CFO Solutions and had the ability to reach out any time of day to touch base, in fact they were encouraged to explicitly

communicate. Migrating the data went well and made Creative Approach better since they had been doing it themselves in non-standard methods.

Sage Intacct Is The Best Solution When You Are Outgrowing QuickBooks

“Quickbooks Is Fragmented, Hard To Use, & Difficult To Understand.” - Cale Hale, Creative Approach Founder

Affairs to Remember Streamlined Their Business By Optimizing & Outsourcing Their Complicated Financial Management System

“By Partnering with Trusted CFO Solutions and Sage Intacct, you get visibility, time back to focus on what’s most critical to increase business profitability, and

understanding of the real story your numbers are telling.” - Patrick Cuccaro, Managing Director at Affairs to Remember

By 2025, The OutsourcingMarket Will Be $343 Billion

In Time, Every Company Will Be Outsourcing

Top 5 Outsourced ServicesFinancial/Accounting Functions

Human Resources

Knowledge Processing and Outsourcing

Procurement and Supply Chain

Customer Service

* The Watershed Study, published by Microsoft

The right product. The right partner.

Find Money. Save Time. Get Advice.Cloud Financial Management Software

www.TrustedCFOSolutions.com | 855-236-2384