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Guides

Find the latest accounting resources and best practices.

Who Needs a Family Office?

How much money do I need to start a Family Office?

Guides
November 6, 2024

Why Specialized Accounting Software is Essential for Family Offices

Specialized accounting software is essential for family offices due to the unique demands of managing complex, multi-generational wealth.

Guides
October 29, 2024

Top 10 Technology Essentials to Digitize your Family Office

Learn how to digitize wealth management, leverage AI, secure generational legacies, and embrace advanced tools for real-time data consolidation.

Guides
October 23, 2024

How to setup a Family Office

Setting up a family office is a significant decision that depends on your family's financial situation, complexity of needs, and long-term goals. Here are some key considerations to help with the set up of a family office:

Guides
October 15, 2024

How Real Estate Firms Should Code their Chart of Accounts

A comprehensive guide on how real estate firms should structure and code their chart of accounts for effective financial tracking and reporting.

Guides
October 1, 2024

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Guides
June 12, 2024

Navigating inter-company transactions

How to automate intercompany activity with Prismatic

Guides
May 14, 2024

How to simplify your month-end close

Reduce your month-end with automated accounting workflows.

Guides
April 2, 2024

Unlocking the power of dimensionality in real estate accounting

How to unlock clarity and insight in your multi-entity real estate operations.

Guides
February 9, 2024

Resource: 6 ways QuickBooks is holding your business back

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

Guides
January 25, 2024

What are APIs and how should accounting teams think about them?

APIs play a crucial role in enabling the integration of diverse software systems.

Guides
January 11, 2024

What are some best practices to keep your chart of accounts clean?

How to maintain a clean, streamlined, and organized chart of accounts.

Guides
January 4, 2024

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