ERP and Business Software Solutions for Family Offices Serving Companies in the Dallas Area and Beyond

ERP / Accounting

Whether your family office is global or domestic, single- or multi-family, now you can close the books faster and gain the visibility you need—even as your operations grow and evolve.

Multi-Entity Family Office Accounting Platform with Continuous Consolidation

We provide one integrated family office accounting system that continuously consolidates multiple and global entities, streamlines planning cycles, and improves business intelligence with greater visibility. All done in real-time, empowering you to confidently grow and manage your investments.

Custom Investor Dashboards For the Single-Family Office

No more wasting time trying to compile data from disparate sources and systems to create reports and close. We provide you with customized, real-time financial dashboards, so you can gain deeper insight into all areas of your business performance.

With Sage you’ll free up more time for other strategic activities, while gaining insights and control over your back office and front office operations. Sage’s family office software solutions align to standard financial protocols for enhanced accuracy of performance reporting and help you achieve flawless integration with other software you already use in your business.

Innovative Accounting Automation and Investor Dashboards for the Multi-Family Office

Sage’s automated accounting solution enables the multi-family office to easily optimize processes, improve collaboration, and make faster decisions with greater confidence. So you can maximize profitability through automation, enable customized dashboards, and provide a new level of business performance visibility. With Sage family office software solutions, you can have greater insights and improved confidence in your wealth management decisions for future generations to come.

Sage Intacct

Sage Intacct cloud based software is designed with the unique challenges of single- and multi-family offices in mind. From navigating complex multi-entity consolidation to a constantly changing regulatory ecosystem, Sage Intacct’s cloud-based accounting software helps family offices efficiently manage their cash management and other financial processes, providing value to their owners by serving as the single source of truth.

The busy work, the mundane tasks, the repetition are all gone. Also, the speed and efficiency gains allow me to spend more time on strategic projects. Thanks to the efficiencies we’ve gained with Sage Intacct, we were able to downsize staff while raising productivity.” Renee Davis, Corporate Controller, B-29 Investments

Continuous multi-entity consolidation of complex global financials—Reduce consolidation time from days or weeks to minutes

Shared dimensional chart of accounts reduces churn, saves time, and boosts efficiency—Decrease the number of entries from 10K to 100s and add a new entity in minutes

Customizable dashboard analytics eliminates error-prone data and disparate spreadsheets—Data management to track financial data and metrics including P&L, budget vs. plan, cash, AUM, and fair market value over time

Collaborative compliance—Supports GAAP compliance. Provides a front-to-back office collaborative audit trail.

Sage 100

Move beyond accounting software and meet the demands of your growing business. For organizations looking for on-premise ERP software, Sage 100 is the flexible, secure, configurable solution ideal for managing complex consolidation, reporting requirements, and more.

MicroAccounting and Sage—Your Partners in Success

Whether your family office is global or domestic, single- or multi-family, Sage Partner MicroAccounting has the specialized expertise you can rely on to get up and running quickly on your Sage Intacct cloud ERP system. Learn how our personalized consulting services can help put your company on the path to profitable growth:

• Software Selection
• Implementation and Consulting
• ERP Migration

Document Management

Go paperless, keeping your digital data secure and easy to find and manage, through the entire lifecycle of your daily business processes. Support an in-office or remote workforce with our document management and process automation solutions.

• Scan and process documents automatically
• Track and access documents wherever they are
• Automate document delivery
• Securely capture and approve documents on mobile devices

We make it easy and secure to go paperless—either as a stand-alone solution or integrated into your ERP software.

Asset Management

Go beyond simply tracking depreciation to get the highest tax benefit and value from your company’s physical assets. Accounting for the status, value, and location of your company’s fixed assets is easier that you might think, with insightful reporting for all stakeholders.

• Maximize tax savings while complying with regulations
• Reduce operating costs by projecting depreciation
• Prevent fraud and insurance overpayment by eliminating ghost and zombie assets