Resource: 6 ways QuickBooks is holding your family office back

January 25, 2024

Resource: 6 ways QuickBooks is holding your family office back

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Smarter family office finance

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

CFOs, Accountants and Controllers believe these 6 reasons why QuickBooks is throttling your potential.

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Mark Wickersham joins to build the partnerships that will help modernize family office operations.

Letter from our CEO

Reflections on 2025 and Ambitions for 2026

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

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3 min

Chart of Accounts for Family Offices

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