Modern Accounting Software for Family Offices | The Resource Group

Modern Accounting Software for Family Offices

Consolidate hundreds of entities with the click of a mouse, automate inter-company transactions, and monitor it all in real-time on custom dashboards without extra software or IT support – leave QuickBooks, Dynamics GP and the spreadsheets behind.

Upgrade to Sage Intacct for Your Clients

The Path to Modernizing Your Financial Operations

Multi-Entity Financial

Instant Financial Consolidation

Save hundreds of hours by consolidating all entities with a click of the mouse – with user access restricted by entity. Your monthly close will go from days to hours.

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Automate Inter-Company

Automate Inter-Company Transactions

Cut transaction data entry in half and eliminate the need for reconciliations by simply entering each transaction into the first entity's account and watching it auto balance in the other.

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Get Real Answers
In Real-Time

Get Real Answers In Real-Time

Get the most recent asset valuations needed to run your family office, on your phone or any device, anytime you need them – so that your clients get what they need as soon as they need it.

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Time to Upgrade Your
Accounting Software

Time to Upgrade Your Accounting Software

You deserve better than being mired in spreadsheets and spending hundreds of hours on consolidations, monthly closes and inter-entity transaction reconciliations. Upgrade to Sage Intacct today.

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Family Office Accounting Software Videos

CFO Dashboard


CIO Dashboard


How We Do It

Sage Intacct Cloud ERP

Sage Intacct Project Accounting Software

Enjoy how easy, cost-effective and flexible financial management automation can be in the cloud.

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Microsoft Dynamics GP Support

Microsoft Dynamics GP Support

Leverage our extensive Dynamics GP experience for training, support and to create a migration plan.

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Reporting & BI

Reporting & Business Intelligence (BI)

Extend your financial management automation to display more than just financial KPIs.

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