Financial and Lifestyle Solutions Built for You
Your success is the result of years of dedication, creativity, and hard work. But behind every successful business is a strong financial strategy. That’s where we come in.
We’re here to manage the details, big and small, so you can focus on what truly matters: your craft. From budgeting and financial planning to cash management and payroll administration, our services are designed to strengthen your financial foundation and prepare you for the future.
With our decades of experience, we’ll help you make smart financial decisions to grow your wealth, protect your assets, and build a lasting legacy — all while you stay focused on doing what you love.
Budgeting, Planning, and Cash Management Solutions
Bill Pay and Cash Flow Management
Stay ahead of your financial obligations with streamlined bill pay and cash flow management. We handle your payments and track your cash flow to keep your finances organized and stress-free.
Budgeting and Projections
Build a clear path to financial stability with accurate budgeting and projections. We develop, track, and adjust your budget to help you maintain liquidity and stay on top of your goals.
Expense Payment
Never miss a payment again. We manage your expenses with precision, making sure your bills are paid on time and accurately recorded for your peace of mind.
Cash Flow Analysis
Understand where your money is coming from and where it’s going with detailed cash flow analysis. We’ll help you make informed decisions and identify opportunities to strengthen your financial position.
W-2 and 1099 Preparation
From contractors to employees, we handle your W-2 and 1099 preparation with accuracy and efficiency. Stay compliant and organized without the hassle of paperwork.
Payroll Administration
Manage payroll with ease through our comprehensive administration services. From calculating wages to filing payroll taxes, we make sure your team is paid on time and correctly.
Entity Structuring
Set up your business the right way with entity structuring tailored to your needs. We’ll help you choose the optimal structure to maximize benefits and minimize liabilities.
Coaching, Planning, and Tracking
Get personalized guidance and strategic planning to help you make the most of your financial opportunities. We track your progress and keep your strategy aligned with your goals.
Personal CFO Services
Gain a dedicated financial strategist who handles all aspects of your wealth and financial management. We coordinate your contracts, revenue streams, and digital assets, giving you the freedom to focus on your career.
Specialty Advisory Services
We serve as trusted advisors to a roster of A-list athletes, entertainers, creators, and executives like you. With our deep entertainment, sports, and media industry experience and seasoned guidance on your team, we can help secure your financial future by guiding you as you capitalize on your creativity and monetize your brand.
Our specialty advisory services include:
- Brand Licensing, Publishing, and Royalty Advisory: Streamline your revenue strategies with deal structuring, royalty audits, specialty tax planning (including IP, R&D, and capital gains), and digital asset accounting.
- Name, Image, and Likeness (NIL) Planning: Maximize your brand value with financial structuring of endorsement deals, tax planning, loan-out company setup, and legal coordination.
- Touring and Performing (Including International): Manage your tour finances with budgeting, accounting, payroll, currency optimization, insurance planning, tax compliance, and vendor management.
- Catalogue Advisory: Unlock the full potential of your catalogue through strategic deal structuring, tax mitigation, securitization, and buyer evaluation.
- Film, TV, Streaming, and Media Production: Stay on budget and compliant with production accounting, payroll management, tax strategies, and specialty deductions.
Leaders ready to serve you
As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.
Anthony Smalls, III, CPA, CGMA
Consulting Partner
Anna Levin, CPA
Business Management Partner
Michael Meschures, MBA
Business Management Partner
Jeanne Pocras, CPA
Business Management Partner
Daniel Marcus, CPA
Business Management Partner
Christine Choi, CPA
Business Management Partner
Our Perspective, Your Benefit
Why Every Entertainer Needs a Business Manager
Business Management
How Content Creators Can Take Control of Monetization
Business Management
Off-Season Tax Tips for Pro Athletes
Athletes
Solutions Built for You
Client Accounting Solutions
Benefit from a top-performing accounting function with tactical support.
Tax Advocacy and Resolution
Secure an optimal outcome in the event of an IRS tax audit with experienced guidance.
State and Local Tax
With varying regulations in every market, reduce exposure and maximize your opportunities to save.
International Tax
Conduct business across borders with confidence you’re limiting risk and maximizing returns.
Closely Held Companies
Simplify your financial landscape with tailored tax guidance that helps you protect what you have built and plan for a prosperous future.
Related Industries
Entertainment, Sports, and Media
The world is watching as you build a brand that re-shapes cultural conversations. With so many opportunities within reach, reliable guidance will simplify your financial life so you can focus on what you do best: living your dream.