Services
Fractional CFO Services:
Financial Planning & Budgeting
We design budgets tailored to your goals—whether that’s investing in new equipment,expanding into merchandise, or launching courses.
We design budgets tailored to your goals—whether that’s investing in new equipment,expanding into merchandise, or launching courses.
Cash Flow Management
Maintain a steady cash flow by tracking all your revenue sources, including ad revenue, sponsorships, subscriptions, and more
Maintain a steady cash flow by tracking all your revenue sources, including ad revenue, sponsorships, subscriptions, and more
Growth Strategy & Forecasting
We help you identify and launch new income streams, like selling digital products or offering paid memberships, using your financial data to plan for future growth.
We help you identify and launch new income streams, like selling digital products or offering paid memberships, using your financial data to plan for future growth.
As your fractional CFO, we provide professional financial insights without the cost of hiring a
full-time CFO, allowing you to make informed decisions like a true business leader
Accounting & Bookkeeping:
Monthly Bookkeeping
We organize all your transactions, making sure your income and expenses are tracked accurately—no more last-minute scrambling at tax time.
We organize all your transactions, making sure your income and expenses are tracked accurately—no more last-minute scrambling at tax time.
Revenue Tracking from Multiple Platforms
Whether you earn income from YouTube, Instagram, Twitch, or Patreon, we manage it all, so you get the full picture of your business performance.
Whether you earn income from YouTube, Instagram, Twitch, or Patreon, we manage it all, so you get the full picture of your business performance.
Expense Management
We make sure every deductible business expense—from travel and equipment to software and meals—is tracked and accounted for to reduce your taxable income
We make sure every deductible business expense—from travel and equipment to software and meals—is tracked and accounted for to reduce your taxable income
With clear and accurate financials, you’ll know exactly where your money is going—and more
importantly, how to keep more of it
Tax Strategy & Preparation:
Tax Planning & Compliance
We create customized tax strategies to help you pay the least amount in taxes legally allowed, taking advantage of every deduction available to influencers
We create customized tax strategies to help you pay the least amount in taxes legally allowed, taking advantage of every deduction available to influencers
Deduction Optimization
Many creators miss out on key deductions—like home office space, travel costs, and content production expenses. We make sure nothing is overlooked
Many creators miss out on key deductions—like home office space, travel costs, and content production expenses. We make sure nothing is overlooked
Multi-State and International Tax Compliance
If you generate revenue from different states or countries, we ensure you stay compliant while minimizing your tax burden
If you generate revenue from different states or countries, we ensure you stay compliant while minimizing your tax burden
Annual Tax FilingWe handle all your tax filings accurately and on time, ensuring compliance and eliminating thestress of tax season.
Business Formation & Legal Setup:
LLC, S-Corp, or Sole Proprietorship Setup
We help you choose the right business structure to protect your personal assets and maximize your tax savings.
We help you choose the right business structure to protect your personal assets and maximize your tax savings.
EIN Registration & Business Accounts
We’ll get your business registered, with separate bank accounts and credit lines, to keep your finances clean and organized.
We’ll get your business registered, with separate bank accounts and credit lines, to keep your finances clean and organized.
Payroll Services
Whether you need to pay yourself or hire a team, we set up efficient payroll systems to keep operations running smoothly.
Whether you need to pay yourself or hire a team, we set up efficient payroll systems to keep operations running smoothly.
With the right legal and financial structure, you’ll be ready to scale your brand like a true
business owner
Financial Reporting & Analysis:
Monthly and Quarterly Financial Reports
Get a detailed snapshot of your financial health—income, expenses, profits, and cash flow trends—so you can plan for the future with confidence
Get a detailed snapshot of your financial health—income, expenses, profits, and cash flow trends—so you can plan for the future with confidence
Influencer-Specific Metrics
Track metrics like ROI on partnerships, ad revenue growth, and profitability from merchandise to make better business decisions.
Track metrics like ROI on partnerships, ad revenue growth, and profitability from merchandise to make better business decisions.
Budget vs. Actual Analysis
We compare your performance against your budget, helping you stay on track and achieve your financial goals.
We compare your performance against your budget, helping you stay on track and achieve your financial goals.
When you have the right financial insights, you can make smarter decisions and increase your
income, just like any successful CEO.
Audit Preparation & IRS Representation:
Audit Preparation
We keep your financial records organized and audit-ready, so you’re fully prepared in case the IRS comes knocking.
We keep your financial records organized and audit-ready, so you’re fully prepared in case the IRS comes knocking.
IRS Representation
We handle all IRS communications on your behalf, giving you peace of mind and protecting your interests
We handle all IRS communications on your behalf, giving you peace of mind and protecting your interests
We’re here to ensure you stay compliant and never have to worry about tax-related issues
interfering with your business
Why Choose Us?
Personalized Financial Solutions
We understand that every business is unique. Our team provides tailored financial strategies that address your specific goals, challenges, and industry needs, helping you make the best decisions for long-term success.
Proven Track Record of Results
With years of experience and a history of satisfied clients, we deliver measurable outcomes—from increased profitability to optimized cash flow. Our expertise means you can trust us to guide your business to new heights.
Comprehensive Support for Growth
We go beyond basic accounting. From strategic planning and tax optimization to financial forecasting, our full-service approach empowers your business to scale with confidence and reach its maximum potential.
Personalized Financial Solutions
We understand that every business is unique. Our team provides tailored financial strategies that address your specific goals, challenges, and industry needs, helping you make the best decisions for long-term success.
Proven Track Record of Results
With years of experience and a history of satisfied clients, we deliver measurable outcomes—from increased profitability to optimized cash flow. Our expertise means you can trust us to guide your business to new heights.
Comprehensive Support for Growth
We go beyond basic accounting. From strategic planning and tax optimization to financial forecasting, our full-service approach empowers your business to scale with confidence and reach its maximum potential.