The Challenge

A CPA’s enterprise client had 6 active businesses with shared ownership:

• Disconnected Books: Each entity used different software.
• Inconsistent Reports: Manual Excel rollups caused delays.
• Complex Intercompany Transactions: Errors in allocations and eliminations.

Our Solution

We created a streamlined consolidation system:

Entity-Level Alignment

• Synced all entities to QuickBooks Online and Xero via standardized COA.
• Cleaned up intercompany transactions for audit-readiness.

Consolidated Reporting

• Built custom financial packs with entity performance + rollups.
• Delivered multi-currency and multi-period analysis.

‍

The Results

After just six months of working with us, the business experienced tangible improvements:

Key Takeaways

• Multi-entity clients require synchronized bookkeeping and smart consolidation.
• CPA firms can offer CFO-style insights with the right partner.
• Accurate rollups = higher advisory value.

‍