Sage Intacct

Family Office Accounting Software & ERP

Imagine navigating the complexities of family wealth management with a powerful system that does the hard work for you so you can focus on the growth of your companies?

Owner structures are become more complicated and difficult to effectively consolidate and report on. The only AICPA preferred financial management system, Sage Intacct, provides a cloud-based solution to simplify and streamline your accounting department.

Leverage automated tools, fast and accurate AUM consolidations, and effortless real-time reporting across numerous entities, assets, and currencies.

Say hello to a better way to operate.

Multi-Entity Consolidations

For Complex Global Financials

Leverage multi-entity, multi-currency global consolidation accounting for your business portfolio.

Multi-Dimensional Chart of Accounts

Saves Time & Boosts Efficiency

Sage Intacct’s dimensions foundation offers a simple way to track and report on each of your entities.

Real-Time Dashboard Analytics

Instant Shared Access Across Entities

Leverage real-time performance visibility into each of your firm’s businesses. Save 40+ hours per month and cut data confirmation by 75%.

Collaborative Compliance

GAAP + Front-To-Back Audit Trails

Don’t leave your successful companies vulnerable to audits. Use a system the logs what’s happened.

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An Experienced Team
You Can Trust

Build a higher-performing, lower-cost financial team that takes advantage of the best financial management software on the market.

We’ll guide the way with an initial assessment, systems implementation, and ongoing support.

Meet The Team
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Family Office Accounting Software & Consulting Solutions

Are you ready to make a real-world impact with your company portfolio —and change the world for the better?  

Access easy, quick, and powerful business portfolio financial management. And, work with a partner you can trust.

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The Right Partner

Trusted CFO Solutions

Focus on growing your businesses. Let us protect your blindspots and support your understanding of the vital data with key recommendations and technical support.

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The Right Product

Sage Intacct

Tap into real-time consolidation, easy to use dashboards, fully integrated data, and a cloud-based system. Instead of hindering growth, Sage Intacct scales with your growth

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Client Success Stories

Explore their stories of transformation below.

Trusted CFO Solutions Has Blown Us Away Exceeding Our Exp…

We invited Jody Kell of Intown Renewal Developers to share in his own words his experience about partnering with the …
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Real-Time Reports, Weekly Recommendations, & The Pow…

Trusted CFO Solutions specializes in working with restaurant groups. One of our wonderful clients, Succulent Hospital…
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Make Financial Management Of A Ten-Entity Business Easy: …

Sage Intacct interviewed our client Tan Tam, the VP of accounting for RESICAP, a single source real estate company th…
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Proven Financial Services

Family Office Specific Solutions

Tap into these powerful services as we work together through the following three phases.

  • 1 – Assess & Design

  • 2 – Implementation

  • 3 – Ongoing Support

Explore the Process

Software Solutions

Beyond Sage Intacct, leverage the best-of-breed technology solutions for top-notch decision-making.

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Outsourced Accounting

Start outsourcing your accounting functions in a cost-effective and scalable way.

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Virtual CFO Advisory

With the right CFO, we’ll maximize profitability while you focus on growing revenue.

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Contact Us & Begin Exploring Your Options

Fill out the following form and let’s explore how we take your business portfolio to the highest level, together.

Family Offices

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