Resource center

Family Offices

Find the latest resources and guides on family offices.

Family Office Chart of Accounts Template Download

Download a free Family Office Chart of Accounts template.

Accounting Templates
October 2, 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

Real Estate Chart of Accounts Template Download

Download a free Real Estate Chart of Accounts template.

Accounting Templates
September 25, 2024

How to buy an ERP system

Outgrowing single entity systems like QuickBooks and Xero is inevitable for a lot of multi-entity businesses and family offices, but shifting to a large financial ERP system may not be the route for you.

Articles
September 19, 2024

Accounting Dimensions: Slicing and dicing your data like a Fruit Ninja

How configuring your accounting data helps you make better decisions.

Articles
June 26, 2024

The difficulties of operating in a multi-currency environment

How Prismatic makes multi-currency easy.

Articles
June 17, 2024

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Guides
June 12, 2024

Why 75% of ERP Upgrades Fail

How to transform your accounting function with Prismatic.

Articles
May 24, 2024

Run multi-currency finance with ease

Navigate global currency confidently.

Articles
May 17, 2024

Navigating inter-company transactions

How to automate intercompany activity with Prismatic

Guides
May 14, 2024

Navigating multi-entity real estate accounting with Prismatic

How to navigate the challenges of traditional accounting software.

Articles
April 24, 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

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