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Will Cramer – Tuesday, April 09, 2019

The Ideal Software for Family Offices

Family Office Accounting & Reporting Software

We hear family offices complaining about increasingly complex ownership and multi-entity structures, making it impossible to manage client assets, reporting and month-end close without burning out their accounting team or having to hire additional staff.

Did you know that Sage Intacct has become the ideal accounting software for single and multi-family offices and wealth managers? It's used to manage over $500 billion in assets.

Sage Intacct's popularity stems from being able to consolidate hundreds of entities with the click of a mouse (at month end or any time), automate inter-entity transactions, and monitor it all in real-time on custom dashboards without extra software or IT support – so you can leave QuickBooks, Dynamics GP and the spreadsheets behind and not have to hire additional accounting staff to manage more entities or clients.

And month-end can be complete in hours instead of days or weeks.

 

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Will Cramer – Thursday, February 28, 2019

9 Awesome Features in the Sage Intacct R1 2019 Release

9 Awesome Features in the Sage Intacct R1 2019 ReleaseSage Intacct R1 Release 2019

Modern business technology, especially when it relates to financial accounting, is currently changing so fast that it’s hard to stay up-to-date with everything. Here at The Resource Group, it’s our job to keep our clients informed of the best new features available to them in their software solutions.

The Sage Intacct 2019 R1 release includes lots of great new features. In fact, there are so many that it’s easy to get a little lost in all of the information available about the release. To keep things simple and show you the highlights, we’ve summarized 9 new and improved features, and provided links to corresponding Sage Intacct eLearning videos.

 

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Will Cramer – Friday, November 30, 2018

Sage Intacct 2018 R4 Release

Note: full release notes can be found here.

Curious about Sage Intacct's 2018 R4 release? We’ve summarized the numerous new features as briefly as possible, with links to relevant videos and demos.

As Julie Adams, VP of Product Management at Sage Intacct, reiterated in her video summarizing the new R4 release, “our goal is to be the first and last cloud financial management solution you’ll ever need.” This release helps Sage Intacct continue with its constant improvements; it dramatically expands budgeting functionality, offers assistance for nonprofits dealing with new revenue recognition guidelines, introduces an interactive custom report writer, allows automated periodic allocations for account balances, adds more scalability to Advanced CRM Integration, and much more.

 

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Kim Anselmo – Tuesday, November 20, 2018

5 Reasons Why Healthcare Organizations Should Move to Sage Intacct

Healthcare Accounting Software

A question we hear often is, "What is the best financial management software packages on the market today to help a healthcare organization"?

This, of course, is a very complex question to answer and most advisers would correctly state you need to understand your specific business goals, requirements and of course budget.  However, The Resource Group has worked with many industries over the years and had exposure to most accounting/financial packages on the market used by healthcare organizations. We find that Sage Intacct is one of the top accounting software solutions out there, if not truly THE best when it comes to the needs of the typical healthcare organization.

Below are the "top 5 reasons" we suggest Sage Intacct for your healthcare organization's financial management software.

 

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Will Cramer – Thursday, October 04, 2018

10 Reasons to Attend the Sage Intacct Advantage Conference

Sage Intacct’s Advantage conference has a lot of benefits to offer for those who choose to attend. Many current users and prospective clients of the best-of-breed accounting solution love their time at the Advantage; here at The Resource Group, we love attending Advantage as well. We highly recommend the conference to any professionals or organizations with an interest in staying current and competitive with their financials, meeting like-minded people, and having fun.  

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2019 Accounting Software & Financial Management Buyer's Guide

2019 Accounting Software & Financial Management Buyer's Guide

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