.svg)
.png)
Mark Wickersham joins to build the partnerships that will help modernize family office operations.
 (1).png){kind=small}
Browse all resources
Choose topics or categories you are interested in to see relevant content.
.png)
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:
.png){kind=small}
.png)
Critical Accounting Processes for True Financial Consolidation
While FP&A tools excel at forecasting and planning, they stumble when tasked with the meticulous art of true consolidation.
.png)
The Ultimate Month-end Checklist for Accounting Teams
This comprehensive checklist guides accounting teams through each step to ensure a smooth and thorough month-end accouting close.
.png)
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.
Chart of Accounts Template for Real Estate
Download a free Real Estate Chart of Accounts template.
.png)
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.
.png)
Chart of Accounts for Family Offices
Download our chart of accounts template for family offices, our #1 downloaded asset.