01
Business Management
Hands-on, full-service business management for small businesses, with deep expertise serving musicians, touring professionals, and athletes.
- Day-to-day oversight
- Advisor coordination
- Cash flow management
- Quarterly reviews
Client Services
Trustworthy service. Consistent communication. Accurate reporting.
We provide hands-on, full-service business management for small businesses, with expertise in Entertainment (Music and Touring) and Sports (Professional Athletes). We do not provide investment advice — we work closely with every member of your advisory team to keep your financial goals on track.
02
Bookkeeping
Accurate books maintained with discipline, reviewed continuously, and built to support every other service we provide.
- General ledger
- Vendor reconciliation
- Expense categorization
- Year-end close
03
Reporting & Bank Access
Monthly posting of financial reports with direct online access to client bank accounts for full transparency.
- Monthly financial reports
- Direct online bank access
- Custom dashboards
- Advisor distribution
04
Tax Preparation
Federal and multi-state tax preparation, with quarterly tax planning built into every engagement.
- Federal & multi-state filing
- Multi-state allocation
- Travel & business expense
- Audit support
05
Quarterly Budget & Tax Planning
Forward-looking budget construction and quarterly tax planning so there are no surprises at year-end.
- Quarterly tax planning
- Annual budgets
- Cash forecasting
- Goal monitoring
06
Monthly Bill Payment
Discreet monthly bill payment handled by a dedicated team so principals can focus on their craft and competition.
- Vendor & household bills
- Approval workflows
- Recurring obligations
- Audit trail
07
Payroll Services
Payroll for staff, household employees, and touring crew — properly withheld, reported, and reconciled.
- Staff payroll
- Household payroll
- Tour & crew payroll
- Filings & W-2/1099
08
Music Tour Accounting
Domestic and international tour accounting from advance through wrap — covering routing economics, settlements, and currency.
- Domestic & international
- Settlements & per diems
- Multi-currency reconciliation
- Post-tour close
09
Tour Budget Development & Analysis
Pre-tour budget construction with ongoing variance analysis so the routing pencils out and stays that way.
- Pre-tour budgets
- Variance reporting
- Vendor & crew costs
- Net touring P&L
10
Royalty Accounting & Third-Party Reporting
Royalty accounting and third-party reporting across recording, publishing, endorsements, sponsorships, and licensing.
- Recording & publishing
- Endorsements & sponsorships
- Third-party reporting
- Statement review
Specialized Services
A bridge between every advisor in the room.
Musicians and athletes require specialized experience due to the nature of their businesses. We work alongside managers, agents, financial advisors, and attorneys — making sure the relevant information moves between the right parties so everyone is working toward the same goals.
- Bridge between manager, agents, financial advisors, and attorneys
- Multi-state tax issues for touring and athlete principals
- Travel and business-related expense tracking
- Accounting for outside income — endorsements, sponsorships, recording and publishing deals