- BenutzernamePat.Fern
- OrtZug
- Status Member
- Registriert seit2/24/20
- Beiträge1
Hi all,
We are looking to migrate our Google Sheets bookkeeping onto a proper accounting software. Most software on the markets offer features such as raising invoices and maintaining inventory, which are no use to us.
Ideally, we would like to be able to record each deal and assign it to its respective wealth manager, to the client and to the third party that will settle the commission. On the expenses side, we would like to have a "cost center" per wealth manager for all the direct costs and "departments" for all the indirect costs.
Then, there is payroll and budget features which would be nice to have.
Would you please share which accounting software your firm is using and how you go about analysing your figures?
Thanks in advance