Free resource for multi-entity owners
Your CPA is not watching your books. Nobody is.
Here is the thirty minute audit that shows you exactly where money leaks out of your entities. Seven checks. Your statements, your bookkeeping file, and half an hour.
No call, no pitch, no credit card. Ten minutes to read, thirty to run.
Why multi-entity books go wrong
You formed the second LLC for a reason. Then the third. Somewhere in there, one card started paying for everything, transfers started moving between accounts, and the books stopped telling you anything useful.
Now the profit and loss says one number and the bank account says another. You cannot tell which property or division is carrying the others. Your CPA sees all of it once a year, in March, when it is far too late to act on.
That is not a CPA problem. Tax preparation and bookkeeping are two different jobs. Most owners pay for one and assume they got both.
The seven leaks
Each one has a four minute check, what it usually costs, and the fix. At the end you score your books and get a straight answer about what to do next.
- 01
One card, several entities
Every mixed charge is a decision you cannot make, and it weakens the liability protection you formed the entities to get.
- 02
Owner draws booked as expenses
Draws are not expenses. Booking them that way makes the business look less profitable than it is, right when a lender is reading the file.
- 03
Transfers counted as revenue
Moving $20,000 between your own companies is not $20,000 in sales. Counted as income, it inflates revenue and can mean paying tax on money you already earned.
- 04
Personal card spending never reimbursed
A deduction you paid for and did not take, every year it keeps happening.
- 05
Repairs and improvements treated the same
Expense a real improvement and you invite an adjustment. Capitalize a routine repair and you wait years for the deduction.
- 06
Accounts nobody reconciled
Nothing in the file is verified. Duplicate payments and vendor overcharges sit there until the dispute window closes.
- 07
Loan proceeds booked as income
Borrowed money is not revenue, and a loan payment is not one expense. Get it wrong and the balance sheet never matches the lender.
Who this is for
- Owners running two or more entities, with books that are behind, messy, or just unverified.
- Real estate investors holding property in separate LLCs.
- Agency and service business owners with a holding company and an operating company.
Not for you if you need tax filing or payroll. For those, we will tell you who to call.
Common Questions