Multi-Entity Consolidation

See Your Whole Financial Picture Clearly

Transform scattered entity reports into unified understanding that reveals patterns, opportunities, and the true financial position of your business structure.

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What This Service Delivers

Imagine opening a single report that shows you the complete financial position of your entire business structure. No more piecing together separate entity statements, no more wondering about the overall picture, just clear visibility into how your various operations combine to create your total position.

This service provides monthly consolidated financial statements that eliminate intercompany transactions, present your combined results accurately, and give you the comprehensive view needed for meaningful strategic decisions. You'll understand relationships between entities, identify patterns across your structure, and communicate your overall position with clarity.

The confidence that comes from this unified view affects how you approach planning, investment decisions, and conversations with stakeholders. When you can see the whole picture clearly, you make choices from a position of understanding rather than partial information.

The Challenge of Multiple Entities

Operating through multiple entities serves good business purposes, yet it creates genuine complexity in understanding your overall financial position. You likely have individual statements for each entity, but combining them mentally to grasp the total picture requires constant effort and leaves room for misunderstanding.

Perhaps you've found yourself spending significant time reconciling intercompany transactions, wondering if you've captured all the eliminations correctly, or feeling uncertain about whether your consolidated view accurately reflects reality. The manual effort required to bring everything together competes with time you'd rather spend analyzing the information itself.

This fragmented view affects decision-making in subtle ways. When you can't easily see consolidated performance, you might hesitate on strategic moves, struggle to communicate your financial position to stakeholders, or miss patterns that only become visible when viewing entities together.

You deserve clarity about your overall financial health. Your business structure merits reporting systems that illuminate rather than obscure your combined position.

Our Consolidation Approach

We establish systematic processes for combining your entity-level financial information into unified consolidated statements. Each month, we gather data from your various entities, identify intercompany transactions requiring elimination, and prepare consolidation schedules that document the entire process.

Our approach addresses the technical complexity of consolidation while maintaining clarity in presentation. We track relationships between entities, ensure elimination entries reflect actual intercompany activity, and create consolidated reports that present your combined position in ways that support understanding and decision-making.

The consolidation schedules we maintain serve multiple purposes. They document the technical process for audit and review purposes, provide transparency into how individual entity results combine to create consolidated totals, and offer a detailed record of intercompany activity and eliminations.

This systematic approach transforms consolidation from a periodic struggle into a reliable monthly process. Rather than wrestling with spreadsheets and uncertain eliminations, you receive professionally prepared consolidated statements backed by thorough documentation.

The Consolidation Process

Structure Assessment

We begin by mapping your entity relationships, understanding ownership structures, and identifying typical intercompany transactions. This foundation ensures our consolidation approach fits your specific organizational structure.

Monthly Data Collection

Each month, we gather financial information from your entities through established channels. We've learned to work with various accounting systems and data formats, adapting our process to minimize disruption to your operations.

Elimination Entries

We identify and document all intercompany transactions requiring elimination, ensuring your consolidated statements reflect only external activity. Our elimination schedules provide full transparency into this technical but essential process.

Consolidated Reporting

We prepare consolidated financial statements that present your combined position clearly. These reports include the detail needed for understanding while maintaining readability for strategic decision-making.

Documentation Package

You receive comprehensive consolidation schedules documenting the entire process. This creates both audit readiness and a clear record of how individual entity results combine into consolidated totals.

Throughout each month, you'll experience the growing ease that comes from having reliable consolidated information. That shift from fragmented to unified understanding often proves transformative for how you approach strategic decisions.

Investment in Unified Understanding

CHF 3,200
per month

This monthly investment brings you professionally prepared consolidated financial statements, comprehensive elimination schedules, detailed consolidation documentation, and the clarity that comes from understanding your complete financial position.

What's Included

  • Monthly consolidated financial statements combining all entity results
  • Comprehensive elimination entries for all intercompany transactions and balances
  • Detailed consolidation schedules documenting the entire process
  • Clear presentation of combined financial position and performance
  • Supporting documentation suitable for audit and stakeholder review
  • Ongoing refinement of consolidation processes as your structure evolves
  • Regular communication about consolidation results and any notable patterns

The practical value shows in time saved and accuracy improved, while the strategic value comes from making decisions based on your complete financial picture rather than fragmented entity views.

Consolidation That Works

Our consolidation methodology follows established accounting standards for business combinations and subsidiary reporting. We apply systematic approaches to identifying intercompany transactions, calculating appropriate eliminations, and presenting consolidated results that accurately reflect your combined financial position.

Effectiveness shows through several measures. You'll notice reduced time spent trying to understand your overall position, increased confidence in strategic discussions, and clearer communication with stakeholders who need consolidated information. The documentation we provide supports both internal decision-making and external reporting requirements.

We track consolidation accuracy through reconciliation of entity-level to consolidated results, completeness of intercompany elimination identification, and stakeholder feedback on report clarity. Most organizations report significant improvement in their understanding of overall financial health within the first few months.

The timeline for feeling the full benefit varies by organizational complexity. Simpler structures often experience clarity immediately. More complex multi-entity arrangements typically see substantial improvement within two to three months as we refine our understanding of recurring intercompany patterns.

Our Commitment to Clarity

We recognize that engaging consolidation services represents significant trust in our ability to handle complex financial information accurately. You're sharing sensitive data from multiple entities and relying on our expertise to combine it meaningfully.

If after your first two months you feel the consolidated reports don't provide the clarity you expected, or if the process feels more cumbersome than helpful, we'll discuss those concerns openly and work to address them. Our goal extends beyond producing technically correct consolidations to genuinely helping you understand your combined financial position.

Before committing, we're happy to review your entity structure, discuss your consolidation needs, and provide our honest assessment of whether this service fits your situation. Some organizations benefit tremendously from monthly consolidation, while others might need different approaches.

We want you to feel confident this service will deliver meaningful value, not uncertain about whether it addresses your actual needs.

Getting Started

Beginning consolidation services involves understanding your entity structure and establishing appropriate processes. We start with a conversation about your organizational arrangement, current reporting practices, and what you hope to achieve through consolidated statements.

If consolidation seems appropriate for your needs, we conduct a structure assessment where we map entity relationships, identify typical intercompany transactions, and design consolidation processes suited to your specific situation. This upfront work ensures our monthly consolidations reflect your actual structure accurately.

From there, we establish data collection procedures and begin producing your first consolidated statements. The initial months involve some refinement as we learn the patterns of your intercompany activity, but you'll receive consolidated reports from the very first month of service.

The path forward starts with a simple conversation. We'll help you determine whether monthly consolidation makes sense for your organization and answer any questions about the process.

Move from Fragmented to Unified

Let's discuss your entity structure and explore whether consolidated reporting might bring you the clarity you're looking for.

Start the Conversation

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