Proper business management is necessary for the success of any business or individual. A strategic plan is more than an outlet for obtaining financing.

 

We operate strategically in order to offer successful business management services, such as: consulting, bill paying, tracking expenses, working with other professionals, handling banking and more.

 

We focus on clients from the entertainment industry, such as actors, singers, directors, musicians, producers, individuals and business enterprises. We offer fixed pricing for services that take care of your finances and handle your entire financial life.

 

Our goal is to remove any stress or worry when it comes to managing your finances.

 

Services include, but are not limited to the following:

 

• Banking, including reconciliation of accounts, credit facilities, deposits, and bill paying

• Analysis of personal and business cash flows

• Cash management, budgeting, and financial planning

• Financial statement preparation

• Risk management and analysis of insurance coverage

• Preparing and monitoring capital commitment schedules

• Reconciliation of activity from flow-through entities

• Assistance with the purchase, financing, and monitoring of major assets

• Analysis of the tax and financial implications of aircraft/yacht ownership

• Accounting for aircraft and yachts

• Payroll and coordination of employee benefits

• Optimizing the tax efficiency of charitable contributions

• Tax planning and preparation

• Retirement planning

• Estate planning