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"DO CELEBRITIES REALLY NEED A CPA?"
"Yes, Yes, Yes" says certified public accountant Danelle E. Davis.
Here's why: Imagine becoming a celebrity actress, actor, rapper, singer, model, athlete, or public figure and seeing your first $1,000,000 all at once. I would imagine you'll go buy yourself a new house, a couple new cars, gift some money to immediate family, go buy a giraffe, take your kids to Disney, buy a few Rolex watches, walk into the Gucci store and through some racks on the counter for an outfit or two. Then what?
Well you'll probably go on home to this half a million dollar new house of yours and brainstorm with your agent over future cash flows to be made in this new lifestyle. So about those taxes? What to do with all this new money? Can you call Uncle Sam and work something out? How to manage all this new money? How to pay your entourage and security? How to budget for travel, shows and events? What money to invest? Will my investment into these projects be profitable? What will you have left in your personal finances to budget for investments and retirement after you pay all these new bills? What can I store away and leave for the kids?
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Whew! Luckily for you... I can help. It's just 1 monthly flat rate.
Monthly Bookkeeping
2,000$Every month+$400 Set-Up & Initial ConsultationGross Revenue: $175,000-$250,000/yrValid for 12 months- Income Statement Preparation
- Statement of Financial Position
- Accounting Period-End Close
- Monthly Bank Reconciliation (3-4)
- Tax Planning
- Statement of Cash Flows
- Cost Analysis Report & Inventory Tracking
- Aged Accounts Receivable Report
- Annual Budget
- Statement of Retained Earnings
- 1099 Processing
- Payroll Proccessing
- 12-Month Budget or Forecasting
- 2 Monthly Advisory Consulting Meetings
- Accounting Schedules - Depreciation/Amort.
The Celebrity CPA Monthly Financial
1,650$Every month+$150 Initial ConsultationFor the: Public Figures, Comedians, Athletes, Artists, Models, Actors & ActressesValid for 12 months- For you: Weekly Consulting/Advising
- For you: Annual Budget
- To agent: Monthly Income Statement
- To agent: Monthly Statement of Net Worth
- To agent: Quarterly Cost Analysis Report (for shows/events)
- To agent: Annual Tax Planning
- To agent: Bank Reconciliations (3 Accounts)
- To agent: Monthly Statement of Cash Flows
- To agent: Monthly Statement of Owner's Equity
- Distribution of 1099s annually
- Payroll Coverage: up to 10 direct employees
Monthly Bookkeeping
1,000$Every month+$250 Set-Up & Initial ConsultationGross Revenue: $100,000-$175,000/yrValid for 12 months- Income Statement Preparation
- Statement of Financial Position
- Accounting Period-End Close
- Monthly Bank Reconciliation (2)
- Tax Planning
- Cost Analysis or Aging Report
- Payroll Accounting/Processing (5 emply) or 1099 Processing
- Monthly Meeting Advisory/Consulting
- Accounting Schedules (Amortization /Depreciation)
Monthly Bookkeeping
300$Every month+$100 Set-Up & Initial ConsultationGross Revenue $30,000 -$100,000/yrValid for 12 months- Income Statement Preparation
- Statement of Financial Position
- Accounting Period-End Close
- Monthly Bank Reconciliation (1)
- Tax Planning
- Monthly Call - Financial Advisory & Consulting
Fractional Controllership
8,500$Every month+$500 Set-Up & Initial ConsultationGross Revenue: $1.5MIL - $5MIL/yrValid for 12 months- Includes Part-Time Junior/Staff Accountant
- Year 1 Annual Budget for All Partners
- Monthly Income Statement
- Monthly Statement of Partnership
- Monthly Statement of Financial Position
- Monthly Statement of Cash Flows
- Monthly Statement of Aging Receivables
- Quarterly Statement of Partnership Activity
- Quarterly Statement of Partners Distribution
- Initial Formation of Partnership
- Admission of an Additional Partner
- Monthly Bank Reconciliation (2 accounts)
- 1099 Processing to all Vendors
Non for Profit Fractional CFO
650$Every month+$150 Initial System Set-Up FeeDiscounted Pricing!Valid for 12 months- Statement of Net Position
- Statement of Functional Expenses
- Statement of Activites
- Statement of Cash Flows
- Monthly Bank Reconciliation (2)
- Accounting Period Close
Fractional Controllership
5,500$Every month+$550 Set-Up & Initial ConsultationGross Revenue: $900,000 - $1.5MILValid for 12 months- Includes Part-Time Accounting Assistant/Clerk
- Income Statement Preparation
- Statement of Financial Position
- Accounting Period-End Close
- Monthly Bank Reconciliation (3)
- Tax Planning
- Statement of Cash Flows
- Cost Analysis Report
- Aged Accounts Receivable Report
- Annual Budget
- Statement of Retained Earnings
- Job Cost Analysis (COGS)
- 1099 Processing & Payroll Processing/Accounting
- Cost Accounting Tracking
- 2 Monthly Advisory & Financial Consulting Meetings
- 12-Month Budgeting or 12-Month Forecasting
Personal Wealth Coach/Mentor
100$Every monthPersonal Service (Income must be $85,000/yr)Valid for 12 months- 12-month Household Budget
- Quarterly Net Worth Statement
- Monthly Budget Comparison
- Tax Prep for INDV- S, HH, W, MFS
- Debt Reduction or Savings Report
Business Start-Up
750$Every month+$150 Initial ConsultationOnly for Initial Capital of $500k -$5MILValid for 3 months- 2-3 Page Financial Business Plan with Financial Analysis
- Annual Budget for Year 1
- Consulting & Advising
- QuickBooks Training or NetSuite Training
- Business Registration & EIN
- Start-Up Cost Analysis
Fractional CFO Services
2,300$Every week+$500 Set-Up Fee & ConsultationOutsourced CFO ServicesWorking Capital of >= $1MIL-$5MILValid for 52 weeks- Monthly Financial Statement Preparation & Review
- Payroll Review, Reconciliation & Audit
- Consulting with Management
- Presentation at Board of Directors Meeting
- Presentation of Quarterly Financial Data
- Quarterly Tax Planning
- Oversee preliminary and adverse financial conditions
- Communications with Attorney
- Communications with Audit Committee
- Establish effective financial operating control (SOPs)
- Review and Preparation of Accounting Schedules
Fractional CFO Services
2,885$Every week+$1,000 Set-Up & ConsultationOutsourced CFO Services Working Capital of >= $3MIL-$8MILValid for 52 weeksMonthly Financial Coaching
150$Every monthValid for 12 months- Financial Planning
- Will, Trust & Estate Advice
- Retirement Coaching
- Budget Coaching
- 1 Monthly Consultation
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