Accounting and systems for owners and investors with
multi-entity complexity.
A focus on the structural integrity of your financial data.
We build the intercompany structure, reporting, and dashboard visibility that keep your financial picture current, connected, and usable across everything you own.
Built with intention. Each piece connected.
Three steps.
No pressure.
01
Tell us about your setup
Share how your entities are structured and what is not working. We will determine if we are the right fit before moving forward.
02
Initial Assessment
We review your financial setup across all entities, what exists, what is missing, and where the gaps are. You leave with a clear picture. We leave with what we need to build the right plan.
03
Build and maintain
We present a custom plan, build the system, and maintain it ongoing, monthly, current, and coordinated with your CPA throughout the year.
The gap is not effort.
It is structure.
When you own multiple entities, the financial side rarely keeps pace. Each entity has its own books, its own records, its own gaps.
What it costs you
No one is looking across all of them. No consolidated picture. No single source you can rely on.
Your CPA receives fragmented data at year-end and has to piece it together before they can do anything with it.
Decisions wait because the numbers are not current, not consolidated, or not trustworthy enough to act on.
No consolidated view
Each entity lives in its own silo. No way to see how it all connects.
Inconsistent or delayed records
Some entities are months behind. None are structured the same way.
Intercompany activity is a mess
Loans, transfers, shared expenses recorded inconsistently or not at all.
Numbers you cannot fully trust
You have reports, but you are not sure they are right. Decisions slow down.
Every tax season is a scramble
Your CPA asks for the same things every year. The same gaps appear.
Decisions made without a current picture
Capital moves, hiring, and expansion happen without a consolidated view of where things stand across the full structure.
If any of this is familiar, the problem is not effort. It is infrastructure.
The Initial Assessment is where we find out exactly what is missing.
What changes when the
structure is built right.
Numbers you can act on
Accounts reconciled consistently across entities. You stop second-guessing the data and start using it.
Your advisors get what they need
Your CPA, tax strategist, and wealth advisor receive clean, organized financials. No cleanup requests. No repeated questions.
Problems surface early
Gaps and inconsistencies are caught during the monthly close, not when your CPA finds them at year-end.
Decisions based on current numbers
When your financials are current and consolidated, you can move on capital decisions, hiring, and growth without waiting on a report.
Year-end is a handoff, not a scramble
When the books are maintained correctly all year, tax season is a clean package to your CPA, not a last-minute reconstruction project.
Your entities connect into one picture
Intercompany activity is tracked and reconciled. Your reporting reflects how your structure actually operates, not just how each entity looks on its own.
Dashboard visibility across your full structure
A consolidated view of cash flow, entity performance, and intercompany activity. Current, accessible, and built on the underlying financial structure, not bolted on top of it.
Your financial structure, maintained across every entity you own.
EP steps into the controller role across your entire structure. That means consistent books, intercompany reconciliation, and a financial package your CPA, tax strategist, and wealth advisor can actually work from, maintained on a regular cadence throughout the year, not assembled at year-end.
Our background is in tax, which shapes how we structure the books. The classifications, the entity treatment, the depreciation elections. These are recorded with your CPA’s year-end work in mind from the start. The handoff is clean because the work was done correctly all year.
We keep tax preparation and tax planning with your CPA by design. That separation is intentional. It means we stay focused on the financial infrastructure year-round, rather than shifting into compliance mode at year-end. Your CPA handles the filing. We make sure the data flowing to them is accurate, complete, and already structured the way they need it.
Every engagement starts with a full review of your structure. We identify what exists, what is missing, and what the right level of involvement looks like before we recommend anything.
Esther Parra, CPA
Founder, EP Accounting & Advisory, PLLC
"The goal is simple: your advisors should have exactly what they need, when they need it, without you having to chase it down. That is what a well-maintained financial structure makes possible."
EP Accounting & Advisory, PLLC
Owners and investors managing
more than one entity.
This is about your structure, not your industry. If you own multiple entities and no one currently has a clear picture across all of them, that is what EP is built for.
Not a strong fit
- Businesses not open to adopting modern financial systems and workflows
- Inventory-heavy operations requiring complex COGS tracking
- Sales-tax-heavy industries with multi-state compliance needs
- Clients seeking tax preparation only
Architects & Engineers
A primary professional services firm alongside investment entities or real estate holdings. Each one has its own books. None of them connect into a single picture yet.
Consultants & Service Firms
Knowledge-based businesses where the owner has built complexity on both sides: operating income and a growing investment structure.
Investor-Operators
You run an active business and hold interests across multiple entities. Real estate, funds, or partnership structures. The complexity spans both sides and no one has the full picture.
Complex Portfolio Holders
Qualified opportunity zone funds, trusts, holding entities, and investment structures alongside an active business. Each one has reporting requirements. The full picture requires a system built to handle it.
A bookkeeper records transactions.
A controller manages what they mean.
These are different services. A bookkeeper handles a single set of books. A controller builds and maintains the system that connects all of them. If your structure has grown beyond one entity, bookkeeping alone is not enough.
Records transactions entity by entity
Produces records, not a connected system
Does not manage intercompany complexity
No portfolio-level view
Builds a financial system across all entities
Connects entities into one consolidated view
Delivers real-time dashboard visibility and a monthly close package
Serves as your outsourced controller across the full structure
"You do not need another report. You need a controller who owns the financial function across everything you have built, and gives you a clear view of it in real time."
This is what infrastructure looks like for complex owners.
Three levels of involvement.
Each scoped to your structure.
Clarity
"My books are organized and structured. My CPA is not asking the same questions every year."
Growth
"I have a current view of what is happening across my entities and can make decisions based on actual numbers."
Strategy
"My advisors have what they need. The financial structure across my entities is maintained, coordinated, and current."
From specialized bookkeeping to full controller oversight. One firm across every entity.
The complexity is there. It just needs
the right structure.
The Initial Assessment is a structured review of your financial setup across your entities. It surfaces the gaps, identifies what is missing, and establishes what a properly scoped engagement would look like for your structure.
Apply to work together.
We review every application before scheduling a conversation. EP keeps a deliberately small client roster. Each engagement gets the full attention a complex structure requires.