📄 Extracted Text (468 words)
From: "Jeffrey E." <[email protected]>
To: "Barry J. Cohen" < >, Leon Black
Subject: Re: Accounting presentations
Date: Thu, 31 Aug 2017 11:12:09 +0000
ask for 5 diffferent versions. there are many wealth programs. . best of class should be easy for them.. they
need to be useful, as they only for internal use. separate from gaming and bank. . especially trust
presentations
On Thu, Aug 31, 2017 at 7:03 AM, Barry J. Cohen wrote:
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 saying that you think the presentation
formats can be improved? If so, it would be helpful to know which ones, so we can get examples of
alternative styles. We have numerous formats for various types of reports.
Sent from my iPhone
On Aug 31, 2017, at 6:39 AM, jeffrey E. <[email protected]<[email protected]>> wrote:
can you ask for sample family office presentations . you should look at 5 different types. . assets. cash
flow. etc. estate . lets see if it can get computerized
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