• Maintain clean, GAAP-compliant records of income, expenses, assets, and liabilities
• Categorize and reconcile bank and credit card transactions
• Track revenue sources (royalties, advances, brand deals, touring, merchandise, etc.)
• Generate monthly and quarterly financial statements (P&L, balance sheet, cash flow)
• Manage chart of accounts tailored to entertainment industry categories
• Track royalty statements (music, publishing, YouTube, Spotify, etc.) to ensure accuracy
• Reconcile backend points, advances, and recoupments
• Review key terms in business contracts (not from a legal POV, but for financial clarity)
• Flag payment deadlines, audit rights, and escalation clauses
• Coordinate with labels, publishers, or DSPs for missing or delayed payments
• Prepare and file federal, state, and local tax returns
• Handle estimated quarterly tax payments
• Strategically plan around multi-state tax issues, such as where performances occur or endorsement income is sourced
• Ensure compliance with nexus rules, sales tax, and local business licenses
• Handle tax residency planning for clients living in multiple states or countries
• Defend against or manage IRS and state audits
• Implement tax mitigation strategies (e.g. income deferral, entity structuring)
• Process payroll for personal staff, touring crew, or corporate employees
• Ensure proper classification (W-2 vs. 1099) to avoid EDD/state penalties
• File payroll tax returns and ensure compliance with labor laws
• Manage reimbursements, per diems, benefits, and contractor payments
• Provide support for international payments or work visas that require financial backing
• Create personal and business budgets to manage high-variance income (common for creatives)
• Forecast income vs. expenses to prevent overspending during lean periods
• Build tour budgets, production budgets, or launch budgets (e.g. for albums, shows, or merch drops)
• Manage escrow and reserve accounts for taxes, team payments, or future liabilities
• Assist with high-ticket purchases and lifestyle planning to maintain financial balance
Advise on and help procure:
• Personal liability insurance
• Tour insurance
• Equipment/instrument insurance
• Workers’ comp and disability insurance
• Coordinate claims and policy renewals
• Ensure entity and personal coverage align with risks in their specific field (e.g. athlete vs. YouTuber)
• Set up automated or managed bill pay systems (credit cards, utilities, mortgages, vendor payments)
• Review and validate invoices from vendors, freelancers, touring staff, etc
• Coordinate touring per diems, reimbursements, or expense cards for team members
• Ensure clients are not overpaying or double-paying vendors
• Handle personal expenses discretely (household staff, rent, vehicle leases, etc.)
• Interface with investment advisors, estate planners, and legal counsel
• Help with real estate acquisitions, mortgage underwriting, and due diligence
• Assist with retirement planning (solo 401(k), SEP IRA, Roth conversions)
• Model long-term wealth plans with income projections, capital investments, and lifestyle costs
• Advise on trusts, wills, and long-term planning for dependents
• Form and manage LLCs, S-corporations, or loan-out companies
• Advise on optimal tax structures based on income streams and states of operation
• Maintain corporate compliance: filings, minutes, annual reports, EINs, DBAs
• Oversee intercompany agreements, especially if client has multiple entities (e.g., merch vs. touring)
• Handle Registered Agent services and interface with state governments or legal counsel
• Act as financial gatekeeper—evaluate financial impact of deals, brand partnerships, tour proposals
• Sit on team calls with managers, agents, and attorneys to ensure decisions are grounded in financial reality
• Help price services or sponsorships based on historical data and industry benchmarks
• Prepare materials for bank financing, investor decks, or business expansion
• Serve as an outsourced CFO or family office for high-earning clients
BOH has been a lifesaver. Taxes and accounting used to confuse me, but they stepped in and made everything clear. Their communication is stellar and I always feel supported. Creators should work with BOH.
Actor, Comedian & Creator
As a full-time artist, I trust BOH with every financial decision. Kyle is consistent, experienced, and always on point. I never have to worry about money stuff—I just focus on the music. Highly recommend.
Musician & Creator
BOH manages everything from tax planning to episode accounting for our five-person team. They’ve made it easy to split royalties, manage equity, and stay organized. We focus on creating—BOH handles the rest.
Production Company & Content Creators
I hate business tasks—and now I never think about them. Kyle and BOH let me focus on the creative work I love while they handle the finances, taxes, and everything I’d otherwise avoid. Total gamechanger.
Actor & Creator
BOH helps us navigate every financial aspect of our partnership. They've demystified the tax filing process, reply immediately and helped us moved navigate moving cross-country dropping our 9-5's to being self-employed. They’ve been at every step of the road, even helping us secure housing.
Actors & Creators
BOH is a pleasure to work with, especially as a content creator. I feel confident with how they handle my accounting; it takes a lot of stress off my back so I can focus on making videos.
Content Creator & Producer
BOH has been a lifesaver. Taxes and accounting used to confuse me, but they stepped in and made everything clear. Their communication is stellar and I always feel supported. Creators should work with BOH.
Actor, Comedian & Creator
As a full-time artist, I trust BOH with every financial decision. Kyle is consistent, experienced, and always on point. I never have to worry about money stuff—I just focus on the music. Highly recommend.
Musician & Creator
BOH manages everything from tax planning to episode accounting for our five-person team. They’ve made it easy to split royalties, manage equity, and stay organized. We focus on creating—BOH handles the rest.
Production Company & Content Creators
I hate business tasks—and now I never think about them. Kyle and BOH let me focus on the creative work I love while they handle the finances, taxes, and everything I’d otherwise avoid. Total gamechanger.
Actor & Creator
BOH helps us navigate every financial aspect of our partnership. They've demystified the tax filing process, reply immediately and helped us moved navigate moving cross-country dropping our 9-5's to being self-employed. They’ve been at every step of the road, even helping us secure housing.
Actors & Creators
BOH is a pleasure to work with, especially as a content creator. I feel confident with how they handle my accounting; it takes a lot of stress off my back so I can focus on making videos.
Content Creator & Producer
BOH has been a lifesaver. Taxes and accounting used to confuse me, but they stepped in and made everything clear. Their communication is stellar and I always feel supported. Creators should work with BOH.
Actor, Comedian & Creator
As a full-time artist, I trust BOH with every financial decision. Kyle is consistent, experienced, and always on point. I never have to worry about money stuff—I just focus on the music. Highly recommend.
Musician & Creator
BOH manages everything from tax planning to episode accounting for our five-person team. They’ve made it easy to split royalties, manage equity, and stay organized. We focus on creating—BOH handles the rest.
Production Company & Content Creators
I hate business tasks—and now I never think about them. Kyle and BOH let me focus on the creative work I love while they handle the finances, taxes, and everything I’d otherwise avoid. Total gamechanger.
Actor & Creator
BOH helps us navigate every financial aspect of our partnership. They've demystified the tax filing process, reply immediately and helped us moved navigate moving cross-country dropping our 9-5's to being self-employed. They’ve been at every step of the road, even helping us secure housing.
Actors & Creators
BOH is a pleasure to work with, especially as a content creator. I feel confident with how they handle my accounting; it takes a lot of stress off my back so I can focus on making videos.
Content Creator & Producer
BOH has been a lifesaver. Taxes and accounting used to confuse me, but they stepped in and made everything clear. Their communication is stellar and I always feel supported. Creators should work with BOH.
Actor, Comedian & Creator
As a full-time artist, I trust BOH with every financial decision. Kyle is consistent, experienced, and always on point. I never have to worry about money stuff—I just focus on the music. Highly recommend.
Musician & Creator
BOH manages everything from tax planning to episode accounting for our five-person team. They’ve made it easy to split royalties, manage equity, and stay organized. We focus on creating—BOH handles the rest.
Production Company & Content Creators
I hate business tasks—and now I never think about them. Kyle and BOH let me focus on the creative work I love while they handle the finances, taxes, and everything I’d otherwise avoid. Total gamechanger.
Actor & Creator
BOH helps us navigate every financial aspect of our partnership. They've demystified the tax filing process, reply immediately and helped us moved navigate moving cross-country dropping our 9-5's to being self-employed. They’ve been at every step of the road, even helping us secure housing.
Actors & Creators
BOH is a pleasure to work with, especially as a content creator. I feel confident with how they handle my accounting; it takes a lot of stress off my back so I can focus on making videos.
Content Creator & Producer
BOH Financial utilizes retainer plus pricing – each tier’s starting at price is effectively a minimum monthly payment based on the anticipated client needs
Independent artists, creators, and performers just starting to organize their business
Business Entity Structure Optimization, Formation & ongoing compliance
Accounting infrastructure setup
Monthly income & expense tracking
Quarterly tax estimates
Annual tax planning & filing
Simple retirement planning support
CPA On-demand
Monthly financial reporting
AP/AR Management
Payroll & Vendor Management
Cash & Treasury Management
Personal Budgeting
Personal financial reporting
Full-time talent with multiple income streams (e.g., brand deals, tours, royalties)
Monthly financial reporting
AP/AR Management
Payroll & Vendor Management
Cash & Treasury Management
Tax strategy
Royalty earning verification & analysis
Tour budgeting and financial oversight
Personal Budgeting
Personal financial reporting
High-earning or high-visibility talent with complex finances
Dedicated business manager/CFO support
Investment and wealth coordination with external advisors
Corporate structure optimization
Negotiations
M&A Support
Deal analysis (e.g., brand offers, royalty advances)
Tour budgeting and financial oversight
Insurance, licensing, and risk advisory
Personal Budgeting
Personal financial reporting
Operational Family Office Functions
Perfect for small teams
5 Automation Workflows
Basic Reporting
Up to 3 users
Multi-Account Integration
Priority Support
Up to 3 user accounts
Basic integrations
Ideal for scaling businesses
20 Workflows
Advanced Reports
Up to 10 users
Multi-Account Integration
Priority Support
Up to 10 user accounts
Custom integrations
Full AI automation suite
Unlimited Workflows
Dedicated Success Manager
Unlimited Users
Multi-Account Integration
Priority Support
SLA Guarantee
API Access
