A Smarter Way to Structure Financial Services
Monthly Recurring Service Plans
We operate on a monthly recurring billing model that functions like a subscription for your business’s financial needs. Instead of sporadic projects or hourly bills, you’ll pay a flat fee each month (or on a regular schedule) for a defined set of services. All clients maintain an ongoing service plan with a clearly defined scope of work, so you always know what’s included and when to expect deliverables.
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Depending on the plan you choose, certain deliverables—such as detailed financial reports or review meetings—will be provided either monthly or quarterly to suit your business’s needs. This recurring partnership ensures consistent support, predictable costs, and no surprises along the way.
Upfront Setup & Enablement
Before your monthly services begin, we start with a one-time Setup & Enablement project. This is a comprehensive onboarding and cleanup phase required for every new client. During this stage, our team sets up your accounting systems, integrates any software tools, and cleans up or resolves any past financial issues.
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By handling this enablement work as a separate engagement upfront, we avoid folding “legacy” clean-up tasks into your regular plan (which could lead to underpriced or rushed work). The result is a clean, accurate starting point for your ongoing operations. It ensures that when your monthly service kicks off, everything is up-to-date and running smoothly, setting you up for long-term accuracy and success.
What to Expect: A Clear Four-Stage Process
1 Setup & Enablement
In this initial stage, we kick off our partnership by onboarding your business. We establish your financial systems, get all historical records in order, and implement any necessary tools or processes. This one-time setup phase lays the groundwork for a successful ongoing relationship.
3 Tax Preparation & Filing
With your books consistently up-to-date, tax season becomes far less stressful. We proactively prepare for your tax needs throughout the year. When it’s time to file business tax returns (and, if applicable, your personal tax returns), we have accurate records ready. We’ll handle your tax preparation and filings or work closely with your tax advisors, ensuring all filings are accurate and on time. This stage turns what could be a chaotic annual event into a seamless part of the process.
2 Ongoing Operations & Compliance
Once you’re set up, we move into the day-to-day and month-to-month management of your finances. Our team handles your bookkeeping, payroll, and other routine accounting tasks on a recurring basis. We also take care of compliance obligations to keep you in good standing. You receive regular financial reports and updates so you always have a clear view of your business’s financial health.
4 Advisory & Optimization
Beyond basic compliance, we serve as a strategic financial partner. In this ongoing advisory stage, we analyze your financial data and collaborate with you on ways to optimize your business. This can include planning for growth, refining your budget, improving cash flow, and identifying tax planning opportunities. We provide insight and guidance tailored to your industry (including the fast-moving entertainment sector) and your specific goals. The aim is to help you make informed decisions and continuously improve
No Hourly Billing.
No Surprises.
We don’t charge by the hour. Our pricing is flat, consistent, and based on clearly defined deliverables. You’ll always know what you’re getting—and what it’s worth.
We Don't Trade Time.
We Deliver Clarity.
Our model aligns incentives: we focus on outcomes, not clock-watching. You pay for strategic support, not time spent. It’s simpler, smarter, and built for clarity.