FullBusiness Management
A broader financial-management relationship for clients who need more than bookkeeping and tax preparation. Depending on the engagement, X DIGIT can support the accounting, cash flow, payments, reporting, budgeting, and financial administration behind the business.
Established artists, creators, entrepreneurs, production companies, and business owners with more complex financial needs.
Services May Include
Accounting & Reporting
Monthly bookkeeping, reconciliations, financial reporting, multi-entity reporting, and custom management reports when included.
Cash Flow & Budgeting
Cash-flow forecasting, tax reserves, annual budgets, and budget-to-actual monitoring when included.
Business Bill Pay
Invoice administration, approval workflows and payment controls, payment scheduling, and vendor-payment coordination when included.
Payroll Coordination
Payroll support and coordination through the client's designated payroll provider or platform when included.
Financial Administration
Credit-card and loan-payment tracking, vendor administration, and other agreed financial workflows.
Professional Coordination
Coordination of financial information with the client's attorneys, bankers, investment advisers, insurance professionals, payroll providers, and other client-selected professionals when included.
Exact services vary by client and are confirmed in the written engagement agreement.
From assessment to ongoing operations
Financial Operations Assessment
We review the current entities, accounts, books, systems, tax needs, payment workflows, reporting, and responsibilities relevant to the proposed engagement.
Scope & Playbook
We establish the services, responsibilities, approval workflows, reporting cadence, and pricing in writing.
Ongoing Operations
X DIGIT performs the recurring services specifically included in the engagement.
Review & Adjust
As revenue, entities, transaction activity, tax exposure, or complexity changes, the engagement may be reviewed and adjusted.
Examples of management deliverables
Depending on the engagement, deliverables may include:
Exact deliverables and reporting frequency are defined in the written engagement.
We plug into your stack (QuickBooks/Xero, modern bill-pay, payroll, dashboards) or bring ours.
The services described on this page represent capabilities that may be available from X DIGIT. Exact services, deliverables, responsibilities, and fees are determined by the applicable written engagement agreement.
Need More Than Accounting & Tax?
Let's discuss whether Full Business Management is the right level of support for your business.
Schedule a Consultation