Case Study: TDG, Inc., a high‑net‑worth family office, achieves consolidated multi‑entity accounting and cuts reporting time from days to hours with Microsoft Dynamics 365

Microsoft Dynamics supports high-net-worth family’s entrepreneurial spirit and wealth

TDG is a family office that manages the private wealth, operations, and day‑to‑day accounting for a high‑net‑worth family’s holdings across more than 200 entities with a small staff (nine people). Relying on QuickBooks left the team unable to manage multiple companies in a single database, forcing manual consolidation of hundreds of files, inconsistent charts of accounts, slow tax payments, and time‑consuming spreadsheet work.

Working with consultant Sikich, TDG implemented Microsoft Dynamics ERP, configured a unified chart of accounts, and integrated tools like Infinia Integrator to automate journal imports and reconciliations. The change reduced routine tasks from days to hours, simplified consolidated reporting and searches, improved staff productivity and responsiveness, and gave the family clearer, faster insight for better decisions.

TDG, Inc.

Nina Wakefield

Senior Accountant