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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.

Dean Palmiter

October 9, 2024

Articles

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.

Josh Summerford, CPA

September 19, 2024

Articles

How to Elevate your Financial Reporting with Asseta

And build a foundation of strong financial stewardship.

Josh Summerford, CPA

August 15, 2024

Articles

The best accounting software for multi-currency

How small businesses can move beyond borders with Asseta.

Asseta HQ

July 1, 2024

Articles

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

How configuring your accounting data helps you make better decisions.

Josh Summerford, CPA

June 26, 2024

Articles

The difficulties of operating in a multi-currency environment for Family Offices

How Asseta makes multi-currency easy.

Asseta HQ

June 17, 2024

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Articles

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Best Family Office Accounting Software for 2026

We evaluated the 9 leading family office accounting platforms for 2026 based on what actually matters: multi-entity consolidation, investment integration, AI automation, implementation speed, and total cost of ownership.

Articles

April 13, 2026

5 Ways AI Is Transforming Family Office Accounting in 2026

The family office technology landscape is undergoing a fundamental shift. According to Simple's 2025 Family Office Software Report, AI is no longer experimental. Francois Botha claim's AI is becoming backend infrastructure powering family offices of all sizes.

Articles

February 1, 2026

Top 6 General Ledger Platforms for Multi-Entity Family Offices

Discover the top 6 family office accounting platforms with built-in general ledgers for multi-entity management. Compare Asseta AI, Eton Solutions, Sage Intacct, Archway, FundCount, and QuickBooks Enterprise to find the best GL system for unified reporting, automation, and control.

Articles

November 6, 2025

Single‑Family Offices vs. Multi‑Family Offices

A single‑family office serves one family in a focused, fully integrated way, while a multi‑family office extends its structure and resources across several families. Each model brings different strengths and trade‑offs in terms of control, cost, and scale.

Articles

October 17, 2025

What is a Single Family Office?

A single family office provides ultra-wealthy families with full control over investments, governance, and wealth planning through a private, dedicated structure built for long-term legacy and confidentiality.

Articles

October 15, 2025

The Top 10 Essential Family Office Accounting Software Solutions for 2025

Discover the top 10 family office accounting software solutions for 2025. From modern FO-native platforms like Asseta AI to enterprise ERPs such as NetSuite and Sage Intacct, this guide compares features, pricing, and best fits for single and multi-family offices.

Articles

September 26, 2025

The Top 6 Accounting Platforms for Modern Family Offices in 2025

Discover the top 6 accounting softwares for family offices in 2025 and compare which one is best for your single or multi-family office.

Articles

September 24, 2025

Asseta Welcomes Nathan Kotler as Head of Investments

We are excited to share that Nathan Kotler has joined Asseta as our Head of Investments, a key leadership hire as we expand our investment product capabilities for family offices worldwide.

Articles

August 11, 2025