Customer challenge: consolidating financials across eight QuickBooks Online businesses
Mix Tape Ventures is a shared services company in Atlanta, GA, that owns and operates a portfolio of small businesses across industries, from restaurants to manufacturing to digital services. CEO Dave Brautigan and his team handle sales strategy, marketing, and accounting for every company in the group, each one running on its own QuickBooks Online account. As the portfolio grew, so did the complexity. Each business kept its own chart of accounts, and nothing lined up across entities. Any change to an account could throw off the entire consolidation process, sending the team back to square one.
Their workaround was particularly painful: downloading reports from each QuickBooks Online dashboard, pasting into spreadsheets, and reconciling by hand. Getting a clear financial picture took hours, or sometimes an entire day.
After evaluating two solutions simultaneously, Mix Tape Ventures chose Joiin within days, drawn by its ease of setup, same-day support, and intuitive interface.
Joiin connects data across QuickBooks Online accounts and creates a unified reporting view. This allows the team to analyse financial performance across all eight businesses in one place.
“As I’d get close to that quarterly report, it was like, ‘oh no, I have to put all these spreadsheets together again and ask my controller to do it.’
And then that person goes to the CFO, and we’ve got all these people involved. It was just… here we go again.”
— Dave Brautigan, CEO and Co-founder, Mix Tape Ventures
Results at a glance
Where Dave Brautigan’s team once dreaded quarterly reporting, they are now able to review financials weekly. Consolidated reports that took a full day to assemble are generated in minutes. The team has moved from evaluating one potential acquisition at a time to three simultaneously, with the financial visibility to assess each one confidently.
With the Joiin + QuickBooks Online integration, Mix Tape Ventures can now:
• Standardize and map charts of accounts across entities for accurate comparisons
• Combine P&L, balance sheet, and cash flow data into a single custom report
• Create customized dashboards and report packs
• Track KPIs like profitability and working capital at the entity and portfolio level
• Share simplified financial views with operating partners
The solution: one dashboard per business, one view across all eight. Financial visibility, every day, across every entity
With every QuickBooks Online account connected through Joiin, Brautigan’s team now reviews performance weekly across all eight businesses. Each operating partner gets a reporting view built for their company: revenue and margin for the restaurant, inventory and cash for the manufacturing business, profitability and working capital across the portfolio. Dave calls his combined view “the mega sheet,” a single dashboard that puts P&L, balance sheet, and cash flow side-by-side.
Faster access to insight helps Dave and his team:
- Identify trends and compare performance across industries
- Spot operational challenges earlier
- Act on challenges before they compound
“Each of our businesses runs its own version of QuickBooks, from the base model to more advanced setups with inventory and payroll.
Before, we were spending hours pasting spreadsheets together just to see how we were doing as a group. Now our team can focus on real work. Our mission is inspiring purpose-driven leaders to uplift their community, and that starts with giving our own people the right tools.”
— Dave Brautigan, Mix Tape Ventures
Smarter reporting for multi-entity businesses
Joiin helps organizations consolidate financial and operational data from multiple QuickBooks Online accounts into a single reporting environment. It standardizes charts of accounts, builds customizable dashboards, and delivers real -time insight across entities. Built-in AI generates automated summaries, variance commentary, and narrative insights directly from reports. Finance teams can compare performance, automate reporting workflows, and produce board-ready report packs for a single business or across multiple entities.
Try Joiin for yourself
👉 Start a 14-day free trial and explore real-time reporting with your own data.
👉 Join our webinar on May 14th 2026. In this live session, you’ll see how Joiin sits on top of QuickBooks to automate multi-entity reporting and consolidation. You’ll also hear from our customers, including Dave Brautigan, Mix Tape Ventures.
Joiin is a proud Platinum Partner in the Intuit App Partner Program.
