For investment groups & family offices
One accounting team. Every portfolio company.
Accounting Agency gives investment groups a single, centralized accounting team that handles the books across every company in your portfolio, with the domain expertise to actually understand how those businesses run.
Centralized accounting. Consistent standards.
Rather than each portfolio company managing its own disconnected accounting vendor, your investment group works with one dedicated team that brings uniform reporting, a consistent chart of accounts, and a single point of accountability across every company you hold.
What we handle
Accounting operations & monthly close
Full-service books for each portfolio company: accounts payable, a chart of accounts built for strong margin tracking, and monthly reporting you can actually act on.
Financial modeling & projections
Custom forecasts built around revenue variability, project cash flow, headcount planning, and exit-oriented profit targets for each portfolio company.
Portfolio-level financial reporting
Consolidated visibility across all holdings: the schedules and reconciliations your LPs, board, or next investor will need on day one.
How it works
Onboard your portfolio
We map each company's existing books and restructure them for consistency.
Unified close process
One team runs monthly close across every portfolio company, same standards, same cadence.
Reporting to the group
You receive portfolio-level and company-level reports aligned to your thesis.
Strategic alignment
We work alongside your operating partner or family CFO to keep the numbers serving the exit strategy.
"They operate as if they have had a seat at the table from day one. Foundational to how we run."
One team. Every company you hold.
If you run an investment group or family office, let's see if we are a fit.
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