Financial Solutions for Modern Creator
COMMUNICATION
SERVICE MODEL
TIME INVESTMENT (CLIENT)
INITIAL CONSULTATION
Unlimited consultations at no extra charge
DFY (Done For You) - Comprehensive financial partnership
Minimal - We handle all aspects of accounting and taxes
Free, comprehensive, no-obligation meeting
Charge for every phone call or email
DIY (Do It Yourself) or limited assistance
Significant - Client often responsible for most work
Paid or limited in scope
CLIENT RELATIONSHIP
EXPERTISE LEVEL
FINANCIAL SUCCESS FOCUS
BUSINESS ADVISORY SERVICES
EMERGENCY SUPPORT
Custom, personalized partnership focused on long-term success
Specialized: We only work with content creators
Long-term partner invested in your business growth
Ongoing consultation on financial decisions and growth
Rapid response for urgent financial matters
Transactional - Talk once a year
Generalized knowledge
Focus primarily on single tax filing
Limited to tax-related advice
Limited availability or additional fees for urgent needs
COMPLIANCE MANAGEMENT
SUPPORT AVAILABILITY
TAX STRATEGY
BUSINESS REGISTRATION
PENALTY PREVENTION
Full-service: Local, state, and federal filings
Year-round assistance, including off-season planning
Proactive, year-round planning to maximize savings
Handle all aspects of local, state, and federal registration
Proactive measures to avoid late filings and payments
N/A - Not offered
Seasonal, limited to tax filing periods
Reactive, focused only on annual filing
N/A - Not offered
Reactive approach, client responsibility
QUARTERLY ESTIMATES
FINANCIAL REPORTING
SCALABILITY
Calculate and process payments on your behalf
Regular, customized financial reports and analysis
Services grow and adapt with your business needs
Calculation only
Taxes only
One-size-fits-all approach