# Dixie Mccurley

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Advisory technology for professional service firms

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 exper…

KSU Shrimp Tank with Dixie McCurley Trusted CFO Solutions

Feeding Young Entrepreneurial Minds & Businesses Plans Entrepreneurs come to the Shrimp Tank to compete for funding to grow their dreams. Hosts of The Shrimp Tank Chris Hanks and Ted Jenkin Executive Producer Lee Heisman       Dixe McCurley /  Trusted CFO Solutions Founder & President Never a…

E04: War For Talent, Building a CAS Practice, and The Customer Experience with Dixie McCurley, CPA

In this episode, you’ll be hearing a conversation between Dixie McCurley, Partner & CAS leader at Cherry Bekaert and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Dixie McCurley has over 10+ experience building advisory practices at accounting firms. She shares her insights on how to crea…

AICPA Town Hall Series - January 28, 2021

The AICPA Town Hall Series provides the latest news and updates on pressing issues facing the accounting profession. Presenters: Erik Asgeirsson, President & CEO, CPA.com Daniel Martini, VP, Congressional Relations, American Bankers Association Dixie McCurley, President & Co-Founder Carl Pet…

E16: Where are you in your CAS journey?

This week's conversation is between CAS leaders, Christine Triantos, Principal at BDO, Dixie McCurley, Partner at Cherry Bekaert and Deneen Diaz with Botkeeper. Covering topics ranging from outsourcing to leadership to technology this conversation is a wealth of perspective that could benefit any C…

The Year of Efficiency Part 3: Empowering Your Employees

Technology products and software that are hyper-focused on creating efficiencies within an organization can save time and money, and even help scale a business. But as a technology leader, have you taken a step beyond that to explore what it can mean for the empowerment of your employees? Join Cher…

What Investors Really Want From a Technology Company

How often are technology companies truly prepared when ready for an exit or to take on new funding? Cherry Bekaert’s Dixie McCurley sits down with investor and CEO Lauren Fernandez to get her take on the components that lead to business growth, success and eventual sale. Lauren shares the number on…

Ep. 08: Advisory Over Transactions: Redefining Client Success in Accounting

What if the key to entrepreneurial success isn’t just about the numbers—but what you do with them next? In this eye-opening episode of Codified Wisdom, host Eric Eager sits down with Dixie McCurley, partner at Cherry Bekaert and a true trailblazer in digital transformation for accounting and finan…

Numbers & Narratives: Redefining Advisory for 2026

In this episode, hosts Ted Callahan and Jessica McCracken reflect on the transformative year of 2025 and look ahead to the future of the accounting profession. The episode features panel discussion from Intuit Connect, featuring industry leaders Dixie McCurley, Kim Blascoe, Greg Landers, and Liz Ma…

Beyond Client Advisory Services (CAS). Why Business Advisory Skills Matter More Than Ever. With Dixie McCurley, GA, United States.

Accounting and professional service firms looking to scale client advisory services (CAS) are facing a structural shift. This episode examines what is required to move beyond packaged reporting and into commercially viable advisory. Dixie McCurley draws a clear line between activity and value. Most…