Sage Intacct – Industry Solution of the Year Award
KnowLedger was honored to be selected from among more than 200 Sage Intacct Marketplace partners and named Industry Solution Partner of the Year 2021 by Sage Intacct, on November 9th. …
KnowLedger was honored to be selected from among more than 200 Sage Intacct Marketplace partners and named Industry Solution Partner of the Year 2021 by Sage Intacct, on November 9th. …
Sometimes, the most effective way to address a challenge is to recognize that it does not require a solution. One such challenge arises from the interplay between your investment/performance system …
Since the celebration of Groundhog Day is based in Pennsylvania, I thought it was appropriate that, as a PA native, I focus an article on the subject. In the movie …
Family office accountants are faced with the unique challenge of balancing their data management workload with the demand for up-to-date, accurate reporting in the GL. Waiting for custodian data, ensuring …
“While the speed and input of all the detail is great, it’s the audit that lets me sleep at night.” When a 12-person family office in the Midwest needed a …
NEW YORK OCTOBER 30, 2020 – Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors and allocators, today announced a new partnership with …
KnowLedger is pleased to announce that Bill has joined KnowLedger as its COO. Bill is a CPA with decades of operations, onboarding, and accounting expertise. He brings with him comprehensive …
Family offices typically have a portfolio accounting system and a general ledger (GL). In some cases, the accountants running the GL pull the necessary data out of the portfolio system …
Here, we’ll focus on operational mistakes, office procedures, workflow, reporting, tools, staffing. As we all know, running a family office requires careful management and daily portfolio oversight with an eye …
“May your choices reflect your hopes, not your fears.”– Nelson Mandela Every family office has choices to make. Technology is only one of them, but its impact can have ramifications on …