Service Packages for Creators & Influencers

Refer to this Page for more details!

Creator Essentials (Starter) $600/Month

For solo creators or part-time influencers.

• EIN Registration, Filings with the Secretary of State

• QuickBooks set-up and implementation.

• Setting up the charts of accounts uniquely designed to track activities for Social Media Influencers, Video Content Providers, YouTubers, and Vloggers.

• Internal controls and procedures

• Monthly bookkeeping & reconciliation:

  • Bank and Credit Card Reconciliation

  • Platform payout reconciliation (YouTube, TikTok, Instagram, Patreon, Shopify, Stripe, PayPal, etc.)

  • Reconciliation and Preparation of Schedules for Lease Asset Accounting under Topic 842

  • Reconciliation and Preparation of Schedules for Fixed Asset Accounting under Topic 360

  • Reconciliation and Preparation of Schedules for Internal-use software / SaaS subscriptions under Topic 350-40, and Topic 720-35

  • Reconciliation and Preparation of Schedules for Revenue Recognition under Topic 606

  • Management financial reporting with recommendations and analysis.

• Audit-ready document organization and substantiation

• Contract & revenue split consultation (with legal alignment)

• Quarterly strategy, reporting, and tax minimization roadmap

• Free Annual Individual and Business Income Tax Return Filing

  • (Fair Value of fees waived! $1,200)

• Free Sales and Use Tax Return Filing (Monthly, Quarterly, & Annually)

  • (Fair Value of fees waived! $125 per State!)

• Free Annual 1099 filing, W-9 collection, vendor tracking

  • (Fair Value of fees waived! $50 per third-party payer!)

• Free Nexus studies and sales tax registration

• Payment platform risk review (reserves, holds, chargebacks)

• KPI dashboards (RPM, CPM, merch margin, AOV)

Creator Pro (Growth) $800/Month

For full-time creators scaling multiple revenue streams.

• Everything in Essentials.

• S Corp setup and payroll planning.

• Enhanced management, financial reporting, and KPI analysis.

• Quarterly budget & cash flow forecast.

• Monthly controller call.

• Sales tax & Shopify readiness.

Creator CFO (Elite) $1,200/Month

For established creator brands, studios, or agencies.

• Everything in Pro.

• Fractional CFO leadership.

• Custom management reporting with deeper analysis and forecasting.

• Pricing & deal desk support.

• Multi-state tax planning and filings.

• Custom KPI dashboards.

• Quarterly strategy off-sites.