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SERVICES
Finance, people, and operations, under one roof.
We work alongside your team to connect client work, people, and finance. You can bring us in for one responsibility or have us run the full function. We'll fit the work we do into the tools and systems you already use or create new workflows for improved efficiency.
Finance & accounting
Payroll & HR
Production & project finance
Client & commercial support
Systems & workflows
01
FINANCE & ACCOUNTING
Clean books and a clear view of the business.
The day-to-day accounting, the billing, and the monthly reporting that tells you where things stand and what needs attention.
Bookkeeping & accounting operations
Maintain organized books, reconcile accounts, manage bills and accounts payable, coordinate month-end information and tax preparation support with your CPA.
Client billing & collections
Manage retainer, deposit, milestone, and overage billing; handle purchase order requirements and vendor portals; and follow up thoughtfully on outstanding invoices.
Cash flow & business forecasting
Forecast collections, upcoming payroll, vendor commitments and expenses. Incorporate your pipeline assumptions to help assess spending, hiring, and growth decisions.
Controller support & leadership reporting
Bring together margins, overhead, receivables, cash and budget performance in a practical monthly review to help leadership interpret the numbers and decide what to act on.
02
PAYROLL & HR
Payroll, people, and the paperwork behind them.
Accurate, on-time payroll and consistent HR processes so your team is paid correctly and your records are in order.
Payroll & people operations
Coordinate payroll, employee onboarding, benefits administration, and PTO tracking. Keep internal HR processes consistent and employee records organized.
Annual workers' comp audits
Prepare payroll reports by job classification, gather certificates of insurance from subcontractors, and work with your carrier's auditor so the audit reflects your actual payroll and premiums are accurate.
Freelancer & contractor management
Collect W-9s and onboarding paperwork, track approvals and project coding, coordinate payment schedules, and handle annual year-end 1099 preparation and filing.
Consistent HR processess
Document onboarding and offboarding steps, keep policies and employee communications clear, and make sure the right records are kept in one organized place.
03
OUR SPECIALTY
Production & project finance.
For agencies, studios, production companies, and any project-led business. We work alongside your producers and project leads to keep costs connected to finance.
Project & client profitability
Connect budgets, time tracking, freelancer costs, and actual expenses. Review margins by project, client, or retainer, and flag overruns or scope creep with your project leads.
Production administration
Coordinate freelancer booking paperwork, crew payroll through Wrapbook, and staffing schedules. Track bookings against approved budgets and organize expenses and supporting documentation.
Budgets & actuals
Build shoot and project budgets with your producers, track actuals as the job moves, and coordinate vendors and payments so spending stays visible before the job wraps.
Project closeout
Reconcile the approved scope and changes against recorded costs, confirm final billing, follow up on outstanding items, and prepare a profitability recap.
04
CLIENT & COMMERCIAL SUPPORT
From first estimate to final invoice.
We carry the administrative details that keep what's proposed, approved, delivered, and invoiced connected.
Bids & estimates
Prepare estimates using approved rates and staffing plans, gather freelancer and vendor quotes, check calculations and projected margins, and coordinate revisions for approval.
Contracts & scopes of work
Prepare documents from approved templates, coordinate signatures, and track renewals and key dates. Flag missing payment terms and inconsistencies between the bid, contract, and scope.
Client onboarding
Gather billing contacts, purchase order requirements, vendor registration details, signed agreements, and deposits, then hand off to your team so work starts with what it needs.
Scope changes & overages
Help project leads document additional requests, prepare change orders, track written approvals, and carry approved additions through to billing.
05
SYSTEMS & WORKFLOWS
Fewer things living in someone's inbox.
We improve the handoffs between account management, project teams, and finance. We document processes, clarify who owns what, and set up task tracking in the tools you already use, such as ClickUp, Notion, Slack, and Airtable.
This can be a standalone project for a process that needs attention, or part of ongoing support.
HOW IT WORKS
Support shaped around what you need us to own.
1
Define the scope
We start with the responsibilities you want us to own, whether that's one recurring task or your full finance and HR function.
2
Set points of contact & approvals
Together, we agree on who we work with, who approves what, and how often we report back.
3
Fit into your tools & team
We work inside the systems you already use and adjust as your business changes.
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