5 Ways Real Estate CFOs Thrive With Asseta

March 5, 2025

5 Ways Real Estate CFOs Thrive With Asseta

Josh Summerford, CPA

Head of Finance

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Smarter family office finance

Unified accounting, investment tracking, entity management, and reporting—purpose-built for family offices.

A thorough guide for family offices on how to navigate, consolidate and thrive with any real-estate portfolio.

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Guides

Building a chart of accounts for your business

How to build a powerful chart of accounts.

Why 75% of ERP Upgrades Fail

Why and how to avoid ERP failures for Family Offices.

Run multi-currency finance with ease

Navigate global currency confidently.

How to simplify your Family Office month-end close

Reduce your month-end with automated accounting workflows.

April 2, 2024

Company News

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

Asseta AI Raises $4.2 Million to Define the Next Era of Family Office Infrastructure

Announcing our series seed funding co-led by Nyca Partners and Motive Partners.

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.

Josh Summerford, CPA

November 6, 2025

10 min

Chart of Accounts for Family Offices

Download our chart of accounts template for family offices, our #1 downloaded asset.