Aware CPA

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Financial Awareness. Expert Guidance.

The Headliner, Main Set, and Opening Act packages are designed based on what clients commonly gravitate towards. Whether you need the occasional basic bookkeeping, full controller-level oversight, or anything in between. No matter the level of support you choose, I’m here to ensure your financials are accurate, transparent, and ready to help you make smarter business decisions. If your needs don’t exactly fit one of the three pre-designed packages, contact me for a-la-carte pricing.

Headliner

Averages $1,200 - $1,500 per month. Full-service package for businesses that want CFO-level advisory.
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  • Everything In Enhanced, Plus...
  • Bi-Weekly Transaction Categorization
  • Monthly Financial Review Meeting
  • Annual Budget Setting Meeting
  • Monthly Budget Vs Actual Variance Analysis
  • Accelerated Monthly Close
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Main Set

Averages $750- $900 per month. Designed for established artist managers already making their mark on stage.
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  • Everything In Opening Act, Plus...
  • Monthly Transaction Categorization
  • Monthly Account Reconciliations
  • Monthly Reporting Package Delivered With Video Recap - P&L, Balance Sheet, AR Aging, Month-To-Month Comparisons
  • Entity Tax Return (S Corp or Partnership) Filed
  • Year-End Tax Projection
  • 1099 Filings
  • Priority E-Mail, Phone, and Video Conferencing Support
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Opening Act

Averages $400 - $550 per month. For artist managers that want to dip their toe into hiring a professional. Get accurate, organized bookkeeping, tax-ready records, and your individual tax returns filed.
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  • Quarterly Transaction Categorization
  • Quarterly Account Reconciliations
  • Quarterly Reporting Package Delivered - P&L, Balance Sheet
  • Chart of Accounts Management
  • Individual tax return prepared with Schedule C
  • Tax Return Review Call
  • E-Mail, Phone, and Video Conferencing Support
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