Porter

Accounting and finance for search funds, ETA operators and PE roll-ups

Porter gives search fund, ETA and PE roll-up operators a finance team plus accounting software: we clean up the books of each company you acquire, keep every entity closed monthly, and roll them into one consolidated view with investor reports ready when you need them. You stay on QuickBooks Online or move your books into Porter.

Illustrative example

Who this is for

  • 01Searchers and ETA operators who just closed on a business and inherited books of uneven quality.
  • 02Roll-ups and holdcos adding companies one acquisition at a time, each with its own books.
  • 03Operators who report to investors and lenders and do not have an in-house finance department yet.

What changes after you close

A new acquisition usually arrives with books kept for the previous owner and their tax return, not for an investor board. Porter catches the books up, reconciles every bank and card account, fixes categories and fills in missing months, then keeps them current with a monthly close. Our cleanup work takes less than 2 weeks from the day we have access to the books and documents.

One group view across every company

  • Each company keeps its own books.
  • Consolidated Profit and Loss and Balance Sheet reports across the group.
  • Activity between your companies is removed from the consolidated report when both sides are mapped and match. Unmatched amounts stay visible for review.
  • Move from the group result into any member company to see what drove a change.
  • Porter shows when mappings, company access or unmatched internal amounts limit how much a report can consolidate.
Illustrative example

Investor and lender reporting

Porter keeps investor reports ready to send and keeps the books current enough to answer diligence and lender questions. For companies funded by a credit line, Porter tracks interest by draw.

Illustrative example

The work our team handles

Bookkeeping and accounting, accounts receivable, accounts payable, payroll, taxes, and financial planning and analysis. Start with the books and add the rest as the portfolio grows, without a hiring cycle.

How you work with Porter

Ask questions in the Porter app, in Slack, by text, or inside ChatGPT or Claude. The answer links to the chart or transaction behind it.

Getting ready to sell later

If an exit is on the horizon, Porter keeps the books tied to the bank and filed tax returns so diligence starts from numbers you can stand behind. We do not sell quality of earnings reports or certify anything. See Sale-ready books.

Common questions

01Can Porter handle the books for a business I just acquired?
Yes. Porter catches up the books of a newly acquired company, reconciling every account and filling in missing months, then closes them every month. Cleanup takes less than 2 weeks from the day we have access to the books and documents.
02Can Porter consolidate several portfolio companies?
Yes. Each company keeps its own books, and Porter rolls them into consolidated Profit and Loss and Balance Sheet reports. Activity between your companies is removed when both sides are mapped and match, and unmatched amounts stay visible for review.
03Does Porter prepare investor reports?
Yes. Porter keeps investor reports current and ready to send, built on books that close every month.
04Do I have to leave QuickBooks Online?
No. Connect your existing QuickBooks Online account and have Porter work alongside it, or move your books into Porter and use it as your accounting system.
05Is Porter a fractional CFO?
Porter is a finance team plus software. The team covers bookkeeping, receivables, payables, payroll, taxes, and financial planning and analysis, so many operators use it in place of hiring a finance department.

Tell us about your business and what you want handled.

The Porter team will recommend a plan and a scope.