Services

Everything between you and the numbers.

The full scope of business management for entertainment and high-net-worth clients — coordinated under one roof, by people who understand your world.

Business Management & Fractional CFO

We manage the financial infrastructure of your life — bookkeeping, bill pay, cash flow management, payroll, insurance coordination, and financial reporting. We reconcile every account, track every income source, and make sure nothing slips. You get clean financials and clear answers, not a stack of statements you'll never read.

Bookkeeping & accounting
Bill pay & cash management
Budgeting & cash flow forecasting
Payroll services
Insurance review & coordination
Financial reporting
Contract & deal memo review

Tax Planning & Preparation

Entertainment income is complicated — multi-state obligations, international withholding, loan-outs, royalty structures, and constantly shifting tax law. We build tax strategies around how you actually earn, not around a template. Planning happens year-round, not in April.

Federal, state & local tax preparation
Multi-state & international planning
Quarterly projections & estimated payments
Entity structuring & loan-out corporations
IRS & state audit representation
Charitable giving strategies
Estate & gift tax planning

Tour & Production Accounting

Tours and productions are businesses unto themselves — with their own budgets, payroll, vendors, and tax obligations across every jurisdiction you touch. We handle the financial side before you leave, while you're on the road, and after you come home.

Pre-tour budgeting & revenue forecasting
Settlement review & income tracking
Vendor & crew payroll management
Multi-jurisdiction tax compliance
Central Withholding Agreements
Post-tour reconciliation
Budget-to-actual reporting

Royalty & Revenue Tracking

Publishing, masters, sync licenses, neighboring rights, streaming, merchandise — revenue arrives from dozens of sources in dozens of formats. We track every stream, review every statement, and make sure you're getting paid what you're owed. When something doesn't add up, we dig in.

Royalty statement tracking & reconciliation
Publishing & master revenue analysis
Participation accounting
Catalog valuations
Revenue stream optimization
Audit coordination

Investment Oversight & Coordination

We don't sell investments or manage portfolios — but we keep a sharp eye on the big picture. We coordinate with your investment advisors, review performance, and make sure your financial strategy holds together across every account and entity. Independent oversight, no conflicts.

Investment review & monitoring
Advisor coordination
Real estate acquisition support
Major asset & debt planning
Risk assessment

Estate Planning & Family Office

Wealth built in entertainment has its own shape — concentrated, variable, and often tied to intellectual property. We coordinate estate planning with your attorneys, structure trusts and entities, and help build the governance framework that keeps things organized across generations.

Estate planning coordination
Trust administration support
Family governance
Wealth transfer strategies
Philanthropic planning
Retirement planning