17 min

Advisory technology for professional service firms The Authentic Advisor

    • Entrepreneurship

In this 'must listen' podcast for those in accounting firms who want to provide exceptional advisory services through the effective use of technology, James Mason is joined by Dixie McCurley, Co-Founder and President of Trusted CFO Solutions based in Atlanta, USA. Dixie shares her decade long experience in the provision of virtual CFO services and reveals the key elements to her success. Starting in corporate accounting Dixie moved to CPA firms where her specialty was setting up accounting systems for SME's. After co-founding Trusted CFO Solutions over a decade ago she reveals her secrets to becoming the heart beat of a client's business as a trusted advisor using real time numbers coupled with expert analysis to remotely deliver advisory and CFO services.

Dixie covers how to successfully shift from traditional to digital services including the importance of using real time metrics combined with advisory tools (such as Gap Analysis and One Page Plans) to dig deeper into issues and formulate strategies. Revealing the key applications she uses to be an essential and embedded part of the team from collaboration tools to payroll and ERP systems whilst still working remotely, this podcast is also full of tips on avoiding implementation pitfalls (such as the client self-service and cookie-cutter dashboard traps), as well as ideas on how to price client engagements to be remunerated appropriately for value delivered.

In this 'must listen' podcast for those in accounting firms who want to provide exceptional advisory services through the effective use of technology, James Mason is joined by Dixie McCurley, Co-Founder and President of Trusted CFO Solutions based in Atlanta, USA. Dixie shares her decade long experience in the provision of virtual CFO services and reveals the key elements to her success. Starting in corporate accounting Dixie moved to CPA firms where her specialty was setting up accounting systems for SME's. After co-founding Trusted CFO Solutions over a decade ago she reveals her secrets to becoming the heart beat of a client's business as a trusted advisor using real time numbers coupled with expert analysis to remotely deliver advisory and CFO services.

Dixie covers how to successfully shift from traditional to digital services including the importance of using real time metrics combined with advisory tools (such as Gap Analysis and One Page Plans) to dig deeper into issues and formulate strategies. Revealing the key applications she uses to be an essential and embedded part of the team from collaboration tools to payroll and ERP systems whilst still working remotely, this podcast is also full of tips on avoiding implementation pitfalls (such as the client self-service and cookie-cutter dashboard traps), as well as ideas on how to price client engagements to be remunerated appropriately for value delivered.

17 min

Top Podcasts In Entrepreneurship