Holding companies and multi-entity structures
Many Delaware engagements involve parent companies, subsidiaries and special-purpose entities that each need their own books. Keeping them straight in separate logins wastes time and invites mistakes. Owners and their advisers want each entity clean and the whole group visible.
Multi-entity support on the higher HelloBooks plans lets each company keep a separate ledger, while your firm console shows every entity with its month-end status and review queue. AI categorization and bank reconciliation keep routine activity moving. Structuring questions and entity-level tax matters remain with your firm; HelloBooks does not give tax advice.