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Read the latest from:

Josh Summerford, CPA

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Guides
June 12, 2024

Navigating inter-company transactions for Family Offices

How to automate intercompany activity with Asseta

Guides
May 14, 2024

Navigating multi-entity real estate accounting with Asseta AI

How to navigate the challenges of traditional accounting software.

Articles
April 24, 2024

Unlocking the power of dimensionality in family office accounting

How to leverage custom coded accounting dimensions to unlock insights.

Articles
April 24, 2024

How to simplify your Family Office month-end close

Reduce your month-end with automated accounting workflows.

Guides
April 2, 2024

The importance of user permissioning in family office accounting software

Maximize control and security of your accounting function.

Articles
February 21, 2024

Why it's hard to accurately report with legacy non Family Office accounting software

Why are there significant reporting limitations for legacy finance systems?

Articles
January 19, 2024
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