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Bookkeeping for Trusts & Holding Companies Built for Clarity and Control

From multi-entity oversight to compliant reporting, we keep your financials organized so you can protect assets and manage wealth with confidence.

We Understand Trusts, Holding Companies & Complex Entity Structures

Managing trusts, oversight entities, investment companies, or multi-entity asset holdings requires precise accounting, compliance, documentation accuracy, and seamless coordination with advisors. At Complete Controller, we keep every entity aligned, transparent, and audit-ready so you can focus on long-term stewardship.

Why Trusts & Holding Companies Trust Us

• Multi-Entity Accounting with Centralized Oversight

• Asset, Investment & Property Tracking Across Entities

• Categorization & Reporting Built for Legal and Tax Compliance

• Document Management for Approvals, Receipts & Audit Trails

• Controller Oversight for Accuracy, Integrity & Strategic Alignment

• Monthly Financial Snapshots That Make Complex Structures Easy to Understand

What Our Clients Say

"Complete Controller has provided a fantastic accounting team. Our CPA said you did a great job getting the books organized and my team does a great job on my bookkeeping."

- Paolo Dorigo, P Squared Partnership & Ocean Avenue LLC

"The onboarding has been great, everyone on the team has been very knowledgeable and took the time to understand each of one our entities, the reports are phenomenal and very detailed. I’ve enjoyed working with every person that’s helped make this happen and look forward to adding more companies."

- Max Ginsburg, Sephira Group

"Thanks so much for your services all these years! Our bookkeeping team has been very helpful!"

- - Annie and Joe Dickerson, Dickerson Trust

Why Choose Complete Controller?

  •   • Trusted by trust managers, trustees, holding companies & family entities across the U.S.
  •   • Partners with leading tools: QuickBooks, Bill.com, Divvy/Ramp, Expensify, Gusto
  •   • Secure, cloud-based systems with clear roles, permissions & entity-level controls
  •   • Consistent, Dedicated Support from a Team Experienced in Multi-Entity Accounting

How It Works

Maintain Confidence with Clean, Compliant, Organized Financials

Frequently Asked Questions

Yes. We centralize and manage multi-entity financials with clean reporting and entity-by-entity clarity.
👉 Learn About Our Services

Absolutely. We track income, expenses, valuations, and activity by entity, property, or investment category.
👉 Explore the Industries We Support

Yes. We create accurate, audit-ready reports that align with fiduciary, legal, and tax expectations.
👉 See How Our Services Improve Clarity

Yes. We collaborate seamlessly with your advisory team to keep every entity aligned and documented.
👉 Visit the Services Page

Definitely. We implement approval workflows, documentation tracking, and accurate categorization for compliance.
👉 Contact Our Team to Get Started

Yes. We digitize, categorize, and store all essential documents securely with clear audit trails.
👉 Explore Services

Absolutely. We create a secure, cloud-based financial hub that brings all entities, accounts, and reporting together.
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