Services
Managing multiple entities shouldn’t mean managing multiple headaches
At Entity Consolidation, we help business owners, accountants, and finance teams get one clear, trusted financial view — without replacing their existing accounting systems. Whether you’re juggling LLCs, properties, projects, or subsidiaries, our process brings every piece together into one accurate, audit-ready picture of your business.
How It Works
| Our process brings order and clarity to complex, multi-entity accounting. We take the financial data you already have — from QuickBooks, Xero, Sage, Excel, and more – and turn it into one accurate, audit-ready financial view. No software migrations. No disruption. Just clarity and confidence every time you consolidate. |
| Process |
| 1. Collect & Align |
| You share your Chart of Accounts for each entity you’d like to consolidate. We load the files into our database to standardize and prepare them for analysis, ensuring consistency across all your entities. |
| 2. Map & Validate |
| We build your account mapping and provide feedback to ensure all accounts are aligned correctly before consolidation. This step includes a detailed review by our team of professionals. If we identify accounting inconsistencies, we’ll work with you or your accounting team to correct them before finalizing the mapping. You gain the added benefit of having your Chart of Accounts reviewed and improved for accuracy and consistency. |
| 3. Consolidate |
| Once everything is approved and your company profiles are set up in our database, you provide the financial statements for each entity. We then use your customized profile to process the data and consolidate all statements into one unified view. |
| 4. Review & Quality Check |
| Each consolidation is reviewed manually and cross-checked with automated data-validation tools to ensure complete accuracy and consistency across entities. |
| 5. Deliver & Discuss |
| You receive a consolidated financial package – reviewed by our team and validated by automation – ready to share with your internal team, CPA, banker, stakeholders, or auditors. |
Extended Benefits
| Once your financial data is standardized and consolidated, the real value begins. We turn your clean, unified dataset into insights that drive better decisions — from performance tracking to cash-flow planning and investor reporting. |
| Performance Dashboards & KPI Tracking |
| We transform your consolidated data into dynamic dashboards showing performance by entity, division, or business line – updated automatically each month. |
| Scenario & Variance Analysis |
| We analyze trends, margins, and budget variances to highlight where performance is improving or lagging – helping you make faster, data-backed decisions. |
| Cash-Flow & Working Capital Insights |
| We monitor inter-company balances, receivables, and payables to help you improve liquidity management and cash efficiency across your entities. |
| Audit & Investor Reporting Packages |
| We prepare standardized, audit-ready reporting packages for your CPA, lenders, or investors – directly from your consolidated dataset. |
| Forecast & Budget Integration |
| We can integrate budgets and forecasts into your consolidated structure, creating a rolling 12-month financial view that supports smarter planning. |