Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-09-07T17:08:59-04:00June 22nd, 2021|Categories: Blog, Consulting, Family Office, Outsourced Accounting, Tom Crotty|Tags: , , , , |Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-09-09T11:15:53-04:00June 2nd, 2021|Categories: Blog, Consulting, Estate & Trust, Family Office, Tom Crotty, Uncategorized|Tags: , , , |Comments Off on Creating an Effective Family Office Structure

Product Tour: A complete financial management solution for Venture Capital Firms

Download the Presentation Deck Deliver timely reporting and proactively manage your firm and funds by eliminating cumbersome spreadsheets and multiple instances of QuickBooks. Join us for an upcoming webinar to see how Sage Intacct enables both Venture Capital and Venture [...]

By |2021-03-16T13:14:09-04:00February 17th, 2021|Categories: , |Tags: , , , , , |Comments Off on Product Tour: A complete financial management solution for Venture Capital Firms

Capture Billable Time and Wasted Revenue with Sage Intelligent Time

One of the common challenges for professional services firms or other companies that sell their time and expertise is revenue leakage caused by inaccurate time sheets. Tracking time manually costs companies money in several ways. When professionals have to [...]

By |2021-09-08T11:51:39-04:00February 1st, 2021|Categories: Cloud Technology, Consulting, Kevin Shives, Sage Intacct, Software Solutions, Technology|Tags: , , , , , , , |Comments Off on Capture Billable Time and Wasted Revenue with Sage Intelligent Time
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