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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