Bookeeping and Accounting System & Best Practices

[Vilson Nikollaj]

I'm looking to revamp how we are tracking financials of our company. We have mix of rentals (managed by PMs), flips, hard money loans, performing notes and non-performing split across half-dozen entities.

Currently using a mix of Quickbooks (high-level) and Excel (migrating to Podio). Wondering if anyone has a system/approach they recommend or best practices to adhere to for simplicity, efficiency and complete coverage.