Practical guides for controllers and fractional CFOs managing multi-entity QuickBooks Online companies. Consolidation, accruals, FX translation, close automation, and CFO reporting.
Most controllers managing 3–20 entities spend 2–3 days every close manually rebuilding the consolidation in Excel. Here's a better approach — and why you don't need NetSuite to get it.
A practical 12-step close checklist for controllers managing multiple QuickBooks Online entities, with notes on what to automate and what still needs human judgment.
What a board pack for a $5–50M company should contain, how to structure each section, and how to cut production time from 12 hours to 4.
How to go beyond describing variances to attributing them — price, volume, mix, and rate drivers — and communicate findings to non-financial clients.
QuickBooks Online doesn't apply IAS 21 translation for consolidation. Here's how to handle functional currency, closing rates, and the CTA correctly.
What QoE covers, how to build one from QuickBooks data, and why fractional CFOs should prepare clients for QoE scrutiny 12–18 months before any transaction.
The accounting foundation, reporting infrastructure, and documentation investors and acquirers expect — and how to build it before a transaction process starts.
Auditors want adjusted trial balances, schedule support, and an audit trail. Raw QuickBooks data gives you none of it. Here's the gap — and how to close it.
Fathom, Spotlight, Jirav — the tools fractional CFOs use for reporting all share one blind spot. They report on raw data that hasn't been transformed.
An honest assessment of QuickBooks Online Advanced's multi-entity consolidation features — what the consolidated reports feature actually does and where it falls short.
How to identify every intercompany relationship in a multi-entity structure, record elimination entries correctly, and document them for auditors.
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