One Dashboard. Every Entity.
MULTIPLE BUSINESSES. ONE CLEAN SET OF BOOKS.
Running an LLC, a rental property, and a side business from the same bank account? We have seen it before. We will separate everything, organize each entity, and give you a clear picture across all of them.
Deliverables
WHAT YOU GET
The Process
HOW IT WORKS
We Map Out Your Entities
First, we figure out what you are working with. How many entities? Which ones share bank accounts? Where are the funds getting mixed together? We build a clear map of your business structure.
We Separate and Organize
We set up proper books for each entity in QuickBooks. Separate charts of accounts, separate tracking, clean boundaries. If your transactions are commingled, we sort them out and put everything where it belongs.
We Manage Everything Monthly
Each entity gets its own monthly close. Bank reconciliation, categorization, financial statements. All done by the 15th. You get individual reports for each entity plus a consolidated view of everything.
We Keep It Clean at Tax Time
When tax season comes around, each entity has clean, organized records ready to go. Your CPA gets exactly what they need for each entity without having to untangle anything.
The Impact
WHY IT MATTERS
When you run multiple businesses from one set of books — or worse, one bank account — you lose all visibility into what is actually making money and what is draining it. You can not tell if your rental property is profitable because the LLC expenses are mixed in. You miss deductions because transactions end up categorized under the wrong entity. You have no idea which business is subsidizing the others. And at tax time, your CPA charges extra hours just to untangle the mess before they can even start filing. We currently manage books for clients running two entities up to six or more. Each entity gets its own monthly close, its own profit and loss statement, and its own balance sheet — all delivered by the 15th of every month. You also get a consolidated view across all entities so you can see the full picture at once. Most clients see their CPA bill drop significantly because we hand over clean, entity-separated financials that are completely ready to file.
Best Fit
IS THIS RIGHT FOR YOU?
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Learn moreCommon Questions
FREQUENTLY ASKED QUESTIONS
There is no limit. We currently manage books for clients with two entities up to clients with six or more. The process is the same. Each entity gets its own clean set of books and its own monthly close.
That is one of the most common situations we see. We will work through your transactions, identify which entity each one belongs to, and separate everything properly. Going forward, we can help you set up dedicated accounts or we can continue sorting from a shared account.
It depends on how you want to manage things. QuickBooks Online lets you set up multiple companies under one login, but each company file is a separate subscription. We will help you figure out the most cost-effective setup based on your situation.
Pricing depends on how many entities you have, how many transactions flow through each one, and how much cleanup is needed upfront. We provide a custom quote after understanding your full picture. Most multi-entity clients pay per entity on top of a base monthly rate.
Yes. If you have LLCs or businesses registered in different states, we manage the books for all of them. We also make sure each entity's records meet the requirements for its specific state when tax time comes around.
READY TO GET ALL YOUR ENTITIES ORGANIZED?
Book a free Financial Health Check and see exactly where your business stands. No pressure, no jargon. Just a clear picture of your finances. 100% satisfaction guarantee your first month.
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