Fwd: Accounting presentations

can you ask for sample family office presentations . you=should look at 5 different types. . assets. cash f=ow. etc. estate . lets see if it can =et computerized

We are working with a consultant to upgrade our accounting system, which is=currently Quickbooks. So we are seeing a wide variety.

Our approach is mostly the following: "We like our presentations= How can we automate them?"

I think you are saying the same thing on the second point. Are you also say=ng that you think the presentation formats can be improved? If so, i= would be helpful to know which ones, so we can get examples of alternativ= styles. We have numerous formats for various types of reports.

Sent from my iPhone

ask for 5 diffferent versions. there are many wealth prog=ams. . best of class should be easy for them. . t=ey need to be useful, as they only for internal use. =A0separate from gaming and bank. . especially trust presentati=ns

We are indeed looking at = different products. Have narrowed it down to 2. We are thinking abo=t it the same way you are.

We have hired Tania Nield, a family office IT consultant (most famous for s=tting up Hillary Clinton's home office servers).

In addition to simply automating presentations, a key focus for us is integ=ating into a database. If we pay a bill for landscaping in Bedford or make=a trust's capital contribution for an investment, we need that to both=show up both on financial statements and be appropriately tagged in a data=ase for future retrieval and slicing/dicing type analyses.

Sent from my iPhone

All info disclosed to WHOLE office. . BEWARE