
Our Services Include:
- Advisory CFO Services
We help you develop the right financial strategy across multiple entities—ensuring consistent policies, unified reporting, and compliance at every level. - Financial System Transformation
We implement and configure Sage Intacct’s multi-entity architecture—automating inter-entity transactions, consolidations, and reporting. - Reporting and Analysis Services
Get real-time visibility across entities with role-based dashboards, consolidated financials, and granular drill-down capabilities by fund, program, or location. - Transaction Recording
From shared services to inter-entity billing, we ensure all transactions are accurately recorded, reconciled, and reported—streamlining operations across the board.
Why Sage Intacct for Multi-Entity Nonprofits?
Sage Intacct is built to support complex nonprofit structures—with features that remove friction and improve transparency.- Automated consolidations Eliminate manual roll-ups and close books faster across all entities.
- Flexible chart of accounts Maintain consistency while allowing each entity operational flexibility.
- Real-time financial visibility Monitor entity performance and consolidated results without waiting for month-end.
- Centralized or decentralized control Customize user permissions and workflows across your nonprofit structure.
Benefits of Multi-Entity Management with Team Carey
- Reduce manual work Consolidate financials and automate inter-entity transactions without spreadsheets.
- Scale operations smoothly Add new entities or programs with ease—our services and Sage Intacct scale with you.
- Ensure transparency and consistency Standardize reporting and compliance across your entire organization.
- Make better decisions, faster Access real-time insights into each program, location, or affiliate.
One Partner. One Platform. Complete Financial Clarity.
With Team Carey and Sage Intacct, nonprofits with multiple entities can finally manage operations with clarity and confidence—freeing leaders to focus on growing impact, not untangling spreadsheets.Talk to an expert
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