OOTB partners with private equity firms, their portfolio companies, and holding structures to deliver fractional accounting and consulting services. From post-acquisition cleanup to investor-ready monthly reporting, we give PE-backed businesses the financial infrastructure they need to operate, grow, and exit with confidence.
The Reality
When a deal closes, the clock starts. Portfolio companies are expected to deliver clean financials, clear KPIs, and reliable reporting, often before the finance infrastructure exists to support it.
Without the right foundation, PE firms and portcos face a harder path to exit.
Built for PE
We step in immediately after close to assess, clean, and restructure financial records. Whether you're inheriting messy books or starting from scratch, we build a reliable foundation fast so reporting begins on day one. See our First 100 Days Support program →
Get experienced, senior-level financial leaders across your portfolio without the overhead of full-time hires at every entity. Our Fractional CFO and Fractional Controller teams provide the strategic and operational finance support portcos need to scale.
We produce consistent, accurate monthly financial packages that hold up under sponsor and lender review. Income statements, balance sheets, cash flow summaries, and KPI dashboards – delivered on time, every time.
Operating companies, holdcos, and management entities all require coordinated accounting. We implement and manage multi-entity structures that consolidate cleanly, reduce reporting friction, and give fund-level visibility across your portfolio.
We build cash flow visibility into your financial infrastructure – monitoring receivables, payables, and capital commitments to keep portcos and sponsors ahead of liquidity challenges and growth decisions.
Preparing for a sale or recapitalization requires clean, organized, and auditable financials. We work with your team and advisors to ensure historical records, entity structures, and reporting are exit-ready well ahead of a transaction timeline.
PE-backed businesses outgrow standard accounting platforms quickly. OOTB helps PE firms and portfolio companies implement and optimize Intuit Enterprise Suite (IES) — a purpose-built platform for multi-entity operations, advanced reporting, and real-time financial visibility within the QuickBooks ecosystem.
Multi-Entity Consolidation
IES enables true multi-entity accounting with consolidated reporting across portfolio companies. Sponsors gain a unified view of performance without wrestling with disconnected spreadsheets or manual roll-ups.
Advanced Reporting & KPI Dashboards
We configure IES to generate the reporting layers PE firms need: EBITDA tracking, segment performance, intercompany eliminations, and custom investor dashboards that replace manual monthly builds.
Workflow Automation Across Portcos
IES reduces manual data entry, approval bottlenecks, and reconciliation delays across entities. We implement automation that scales with your portfolio, so adding a new company doesn't mean adding headcount.
Implementation to Ongoing Optimization
Implementation to Ongoing Optimization: As a certified IES partner, we handle the full implementation — data migration, entity structure configuration, and team training — then stay on to optimize the platform as your portfolio evolves.
Who We Support
OOTB supports accounting and finance operations across the full spectrum of private equity — from the fund itself to every company in the portfolio. Our approach adapts to your structure, stage, and complexity.
We work with PE-backed businesses across industries, delivering financial clarity at every stage of the investment lifecycle.
We support:
More Than Accounting
Our team truly understands the financial realities of PE: post-acquisition cleanups, multi-entity structures, investor reporting, and exit prep. We don't treat PE the same as a regular small business client, because they’re not.
OOTB is a certified IES implementation partner. We configure, optimize, and manage IES for PE firms and portcos, so you get a scalable, integrated financial platform, not just a QuickBooks subscription. Learn about IES →
Whether you're managing two companies or twenty, our systems and processes grow with you. Adding a new acquisition shouldn't mean rebuilding your financial infrastructure from scratch.
Doing payroll on QuickBooks Online and QuickBooks Payroll has saved me so much time, because it is very intuitive and easy to use.
One big value is going into an audit with reliable data. Another is the time-savings in terms of audit prep. There’s no more pulling data from disparate places. We now can filter and pull reports based on tags. Throw in the immense peace of mind that comes with knowing data is clean for an audit and the value just keeps going up.
When everyone has access to current data, it facilitates conversations around budget and what people need. Good data is driving good conversations.
Schedule a consultation with a private equity accounting expert and find out how OOTB can support your firm, your portcos, and your next deal.
Private equity accounting is often more complex than standard business accounting: think multi-entity structures, intercompany transactions, investor reporting requirements, management fee accounting, and the need to track financial performance across an entire portfolio. PE-backed companies also face tight reporting deadlines post-close and must maintain audit-ready records to support future transactions.
Post-acquisition accounting cleanup is the process of assessing and restructuring a company’s financial records after it has been acquired. Many acquired businesses have inconsistent historical records, missing reconciliations, or accounting practices that don’t meet PE standards. OOTB steps in at close to clean up the books and create the reporting foundation your investors and board expect. Our First 100 Days Support program is specifically designed for this phase.
Intuit Enterprise Suite is a QuickBooks-native platform built for businesses with complex accounting needs, including multi-entity operations, advanced reporting, and workflow automation. For PE firms, IES enables consolidated reporting across portfolio companies, custom approval workflows, real-time financial visibility, and scalable infrastructure as the portfolio grows. OOTB is a certified IES implementation partner. Learn more about IES →
Yes. OOTB provides Fractional CFO and Fractional Controller services specifically designed for portfolio companies that need senior finance leadership without the cost of a full-time hire. Our fractional leaders integrate with your team, set up financial controls, drive reporting cadence, and provide the strategic financial visibility that PE sponsors expect.
Yes — this is one of our core competencies. We set up and manage multi-entity accounting structures including holding companies, operating entities, and management companies. We handle intercompany eliminations, entity-level reporting, and consolidated financial statements so you always have a clear picture at both the entity and portfolio level.
Exit prep requires clean, organized, and audit-ready financials that hold up to buyer or lender diligence. We work with your team to reconcile historical records, address any gaps in documentation, and produce the financial reporting that advisors, buyers, and lenders expect. Starting this process 12–18 months before a planned transaction gives you the cleanest possible outcome.