An Alternative to QuickBooks in the Family Office

Of all the things that can drain your office of efficiency, paperwork around accounting tops the list. Today, however, technology can help create a truly paperless office with simple image management and workflow systems. FOX Senior Consultant and Head of the Technology Operations and Data Security (TODS) Network, Steve Draper, was joined by Jeff Sesar, vice president of Zenith Information Systems, and highlighted solutions to this challenge. 

 

This focused on the potential of outsourcing as an alternative to QuickBooks for accounting in the family office.  Some of the core needs that can be addressed with this approach, including: scanning invoices, cash receipts, journals & files; organizing documents in searchable general ledger; and retrieving documents with speed & efficiency. Jeff also shared how outsourcing can interface with your existing accounting work to provide superior functionality and efficiency.