Solving the consolidation problem: From eight QuickBooks accounts to one clear picture with Joiin

The Background

Mix Tape Ventures is a shared services company based in Atlanta, Georgia, managing a diverse portfolio of small businesses across industries including restaurants, manufacturing, and digital services.

Each business operates independently, with its own QuickBooks Online account. The central team oversees sales, marketing, and accounting across the group, requiring a clear and consolidated view of financial performance to support decision-making and growth.

The Customer

Dave Brautigan, CEO and Co-founder, Mix Tape Ventures

Dave leads the strategic direction of the business, working closely with finance teams and operating partners across the portfolio. His role relies on having timely, accurate financial data to assess performance, evaluate acquisitions, and guide investment decisions.

The challenge

As Mix Tape Ventures expanded, financial reporting became increasingly complex. Each business maintained its own chart of accounts, with no standardisation across entities. Even small changes could disrupt consolidation, forcing the team to rebuild reports from scratch.

The process itself was manual and inefficient. Reports were downloaded from each QuickBooks Online account, combined in spreadsheets, and reconciled by hand. Producing a clear financial picture could take hours, or even a full day.

This created several challenges:

• Lack of consistency across entities
• Time-intensive consolidation processes
• Limited visibility across the portfolio
• Delays in accessing meaningful financial insight

Quarterly reporting became a burden, involving multiple people and repeated manual effort.

The solution

Mix Tape Ventures selected Joiin after evaluating multiple solutions, drawn by its ease of setup, intuitive interface, and responsive support.

By connecting all eight QuickBooks Online accounts into Joiin, the team created a single source of truth for financial reporting.

Joiin now underpins their reporting process, enabling the team to:

• Standardise and map charts of accounts across entities
• Consolidate profit and loss, balance sheet, and cash flow data into one view
• Build customised dashboards and report packs
• Track KPIs such as profitability and working capital at both entity and portfolio level
• Share simplified financial insights with operating partners

Each business has its own tailored reporting view, while leadership benefits from a combined dashboard, described internally as a “mega sheet”, bringing key financial statements together in one place.