Nobody knows your business better
Our fractional accounting and financial services are better because we have relevant creative industry experience
We’ve got your back
So you can focus on what you do best: create. Whether you want to stay on top of your finances, develop new pricing models, or fine tune your accounts receivable so you can collect money faster, we've got you covered.
Our door is always open
We’ve got a variety of service packages crafted to fit your needs. Come on in.
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Perfect for Small Agencies
Basic bookkeeping
Basic reporting package (balance sheet, income statement, and cash flow statement)
Prepare and file annual 1099s
Generate customer invoices
Pay vendor bills
Basic forecast setup/maintenance (quarterly)
Additional Fees and Terms
On-boarding + Implementation Fees not included
*Monthly or quarterly options available
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Great for Mid-sized Agencies
Basic bookkeeping
Basic reporting package (balance sheet, income statement, and cash flow statement)
Prepare and file annual 1099s
Generate customer invoices
Pay vendor bills
Basic forecast setup/maintenance (monthly)
Plus:
Annual Federal and State (if applicable) tax returns + franchise tax (company only)
Payroll/benefits administration assistance
Zoom financial check-in meetings with Phil (monthly)
Additional Fees and Terms
On-boarding + Implementation Fees not included
*Monthly or quarterly options available
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Custom-tailored for Larger Agencies
Basic bookkeeping
Basic reporting package (balance sheet, income statement, and cash flow statement)
Prepare and file annual 1099s
Generate customer invoices
Pay vendor bills
Advanced forecast set up, maintenance, and review (monthly)
Annual Federal and State (if applicable) tax returns + franchise tax (company)
Payroll/benefits administration assistance
Zoom financial check-in meetings with Phil (monthly)
Plus:
Advanced reporting package (client P&Ls, employee time reporting & analysis, client service cost/writeoff analysis, and three custom reports)
Annual Federal and State (if applicable) tax returns (owner(s)/partner(s))
Full-service business personal property tax compliance
Full-service sales tax compliance
Bi-weekly check-in meeting cadence for on-going accounting, finance, and operations consulting
Additional Fees and Terms
On-boarding + Implementation Fees not included
Looking for NoCode development services?
Look no further. Automatically turn your Airtable or Google Forms data into a customer invoice in Quickbooks Online. Streamline vendor, purchase order, estimate, or project requests and increase your accounting controls at the same time. With No/Low Code Software and Automation Development, we take data from disparate sources and automate your processes to maximize accuracy, minimize manual data entry, and free you up to focus on creating.
Free financial forecast model
Want to know if your agency is headed in the right direction? We can help. Download this free financial forecast model to start estimating the amount of revenue and income that you can achieve in the future.
