Start-Up Services

• Analyze entire financial picture

  • Set up monthly personal budget

  • Analyze current investments

  • Review all insurance policies (home, auto, life, health, disability and commercial) and revise/update as necessary

• Set up filing system for bill pay & receivables, legal documents, tax purposes

• Analyze current business plan/corporate set up and adapt as necessary

• Review/update wills and Power of Attorney with estate attorney

Monthly Services

• Bill Pay (check accuracy and timely payment of all household, business and personal bills)

• Invoice Label/Publisher as necessary

• Manage cash flow (personal and corporate)

• Tour budgeting, projections vs. actuals

• Set up personal budget and review monthly (income vs. expenses)

• Tracking/Analysis of Investments (stocks, bonds, annuities, IRAs, etc.)

• Banking deposits, transfers, loans, reconciling

• Filing all bills, tax documents, paperwork, royalty statements, etc.

• Quarterly Financial Statements

• Receive, record and deposit all checks

• Quarterly PRO song comparisons

Ongoing & Yearly Services

• Tax prep work (actual return prepared by CPA)/Make estimated payments

• Asset Acquisitions (purchasing homes, land, auto, studios, etc.)

• Asset Liquidation (selling homes, land, auto, studios, etc.)

• Guidance on tax implication (work with CPA), cash position, and how it affects overall financial picture

• Business Venture Analysis

• Catalog Sale Guidance

• Publishing Deal Guidance

• Publisher/Attorney/Accountant/Insurance – Meetings

• Negotiating financial agreements with booking agents, promoters and vendors

• Reviewing and verifying global box office and merchandise settlements

• Royalty audits conducted on an ongoing basis