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Articles by Steph Hagstrom

About Steph Hagstrom

Steph provides Sage Intacct technology consultation services to a variety of organizations. She has worked with many types of clients but focuses primarily on family offices. Steph has worked with Sage Intacct for more than 12 years and has been in the technology consulting practice for 6 years.

Steph has worked closely on family office and not-for-profit engagements since her career started at RSM, including day-to-day accounting and maintaining client relationships. In her current role, Steph delivers advice and consultation regarding implementations, configures modules and creates financial reports.

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Enhance Family Office Efficiency With the Affiliate Entity Dimension in Sage Intacct

- October 20, 2025

The best solutions make a small change to achieve a big impact. Here’s a prime example: the new affiliate entity...

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Modern Family Office: Automate Ownership Consolidations

- November 11, 2024

Modern Family Office: Automate Ownership Consolidations Family offices must maintain a careful balance between accuracy and efficiency.  At the same...

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Sage Intacct – Making Processes Perfect at Family Offices

Sage Intacct – Making Processes Perfect at Family Offices

- July 7, 2022

A family office’s value is measured in consistency. They must meet ordinary obligations with the same high levels of efficiency,...

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Intelligent GL Outlier Detection is Digital Transformation

Intelligent GL Outlier Detection is Digital Transformation

- January 13, 2022

Sage Intacct Intelligent GL already provides extensive visibility, scalability, and flexibility companies need to grow their business. Outlier Detection for...

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How Sage Intacct Helps Family Office Organizations

How Sage Intacct Helps Family Office Organizations

- May 26, 2020

If you deal with the distinctive issues of family offices, then you know the only constant is change. One day,...

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Automated ownership and consolidation for accurate, scalable financial reporting

, Steph Hagstrom - March 26, 2026

As family offices grow across generations, investments and jurisdictions, accurate and timely reporting becomes essential. Traditional spreadsheets and disconnected systems...

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