Business
Management

So what is business management, exactly? This is a question that comes up repeatedly and we don’t have a straightforward answer because the services we provide our clients are tailormade to fit their needs and goals. Instead of a one size fits all model, we regularly meet with our clients, become a trusted advisor in their lives and adjust our approach given their current needs. We represent entertainers, production & management companies, talent agencies, executives and other high net worth individuals; all of which require a specific thought process and strategy. Below is a short list of some of the services we provide to our varying clientele:

Individuals
  • Tax planning and preparation
  • Bookkeeping e.g. bill pay, bank reconciliation, financial statement preparation, payroll
  • Accounting and tax services for loan-out corporations
  • Insurance schedules maintained by our own in-house coordinator
  • Contract negotiations
  • Financial planning and asset allocation
  • Guild reporting
  • Partnership investments
  • Estate planning
Corporations & Partnerships
  • Back-office accounting e.g. payroll, bill pay, bank reconciliation
  • Tax planning and preparation
  • Financial statements and projections
  • Extensive knowledge in the areas of 401ks and pension plans
  • Medical and Corporate Insurance maintenance
  • Office lease negotiations