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Our firm offers a wide range of business management, tax, and royalty and publishing services to our individual and business clients. Being a boutique business management firm, we are able to offer our clients personalized quality service. Below, we have listed the detailed services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.

Business Management

Business Management

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis.

We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. 

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Our firm provides a full range business management services including the following:

  • Bookkeeping and bill pay
  • Business compliance services
  • Cash flow management
  • Insurance planning
  • Financial planning and budgeting
  • Estate and wealth planning
  • Investment analysis
  • Retirement planning
  • Financial reporting
  • Large asset purchases
  • Debt financing
  • Family office services
  • Financial concierge services
  • Medical insurance claims processing
  • Credit repair
  • General ledger & financial statement preparation
  • Payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

Cash Flow & Budgeting

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Debt & Financing Services

Debt management and the evaluation of financing options are issues that an experienced professional deals with every day. Let us use our experience to assist you in securing financing for your personal or business needs or consolidating your current debt to a more manageable level.

Tour Accounting

Tour Accounting

Our experience in concert touring spans over three decades.  We have provided business management and tour accounting to many of the world's largest grossing concert tours.  We work closely with management, agents, production, and artists to ensure timely advice and accurate financial reporting.

  • Sophisticated tour budgets
  • Detailed settlement review
  • Negotiation of domestic and international tax reductions
  • Reconciliation of road floats
  • Central Withholding Agreements
  • Ensure accurate income collections
  • Divisional accountings for multi-leg tours
  • Accounting and bookkeeping
  • Multi-state payroll services
  • Vendor negotiations

Tax Services

Tax Planning and Compliance

We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We advise clients on tax matters throughout the year. Our tax services include but are not limited to:

  • Tax planning & return preparation: Individuals, Corporations, Partnerships, LLCs,  Estates, Trusts, Gift, and Not-for-profit organizations
  • Multi-state tax compliance
  • Domestic and international tax planning
  • IRS and state audit representation
  • Sophisticated individual and business tax planning
  • Central Withholding Agreements
  • Nexus analysis
  • Local tax compliance
  • Historical review of prior tax returns
  • Divorce and support issues
  • Tax compliance and planning for nonresident entertainers
  • International tax planning and compliance
  • International tax treaty experts
  • Payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Litigation support

International Taxation

Our experience with the taxation of U.S residents working abroad and foreign citizens working in the U.S. has provided us with an extensive base of knowledge in the area of international taxation.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Royalty & Publishing

Royalty & Publishing

  • Music publishing administration and accounting
  • Record royalty accounting
  • Participation accounting
  • Accounting to third parties
  • Publishing company accounting services
  • Merchandising and licensing accounting
  • Royalty income tracking
  • Desktop audits

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