Multiple businesses
Give each business its own financial story.
Vaulted OS supports bookkeeping organized around separate business entities. Owners with several businesses can discuss AI-assisted bookkeeping and human CFO support while keeping each entity’s records distinct.
Set the boundaries
Name the business behind every account.
Start with a list of your entities and the bank and card accounts belonging to each. Include the accounting tools already in use, the periods that need work, and the reports you need for each business.
Agree which entities are included in the engagement and how shared costs will be explained. A common owner does not make every transaction an expense of every business.
Review both sides
Transfers need supporting context.
A transfer between two businesses needs to be understood from both sides. Provide the source and receiving records and explain why the funds moved, so the bookkeeper can review the appropriate treatment.
Illustrative example: one business pays a supplier for another business. The owner supplies the invoice, the paying account, and the business that received the goods or service. That information helps the reviewer distinguish the expense from the amount between the businesses. This is a synthetic workflow example, not a client transaction or tax recommendation.
Invoice + business context
Define the reporting
Be specific about the view you need.
Separate entity records and an owner overview are different from consolidated financial statements. If you need consolidation, intercompany eliminations, or a particular reporting format, ask the team to confirm that scope explicitly.
Use the walkthrough to discuss the number of businesses, shared activity, historical records, and the human guidance you want across them. Those details help define the bookkeeping engagement and its price.
Before you get started
Can I bring several LLCs to one walkthrough?
Yes. Bring a list of the entities and accounts, how they relate, and the work needed for each. Confirm the service scope for every entity.
Does an overview mean I receive consolidated statements?
No. An overview should not be treated as a commitment to consolidated financial statements or intercompany eliminations. Confirm those deliverables separately if you need them.
Your next step
Let’s talk about your business.
Bring your questions. We’ll discuss the work you need.