BUSINESS MANAGEMENT · BEVERLY HILLS

Business management in Beverly Hills — a boutique CPA firm on Robertson.

Fully-managed bill pay, cash flow, CFO oversight, and tax coordination. Offices at 256 South Robertson Blvd. One monthly price. Signatory privileges. U.S.-based staff.

BOOK A CONSULTATION →

What we do

Beverly Hills has a particular density of business managers — most descended from the historic firms that shaped the practice for the entertainment industry. We are a boutique alternative. Not a shop trying to serve five hundred clients out of a glass tower. A Beverly Hills CPA firm with a partner-heavy engagement model, MBA-holding CPAs on staff, and a technology stack (Egnyte, Bill.com, QuickBooks Online, ADP, ProConnect) purpose-built for the way our clients actually live.

We handle everything that touches money — bill pay, cash flow, entity management, payroll, tax preparation, tax planning, and coordination with the client's other advisors. One monthly price. No hourly CPA fees. Signatory privileges are optional. Named partners on every engagement.

The 90210 orbit produces a specific advisory-team pattern: entertainment attorney at one address, wealth advisor at another, agent and manager at a third, and business manager close by. Our office at 256 South Robertson Blvd, Suite 206 is a few minutes from the Wilshire, Santa Monica, and Camden corridors — walkable when it needs to be, encrypted-digital when it does not.

Who this is for

Actors, musicians, and directors with Beverly Hills entertainment attorneys on retainer.
Athletes and their families with West LA-based agents and advisors.
Beverly Hills executives and founders with complicated compensation and household staff.
HNW families and family offices with a Westside footprint.

Deliverables

Bill pay via Bill.com — approval routing, audit-logged, signatory privileges optional.
Cash management across personal, entity, loan-out, and household accounts.
Monthly close on QuickBooks Online — CPA-reviewed on a fixed calendar day.
Payroll coordination through ADP — household and business payroll integrated to GL.
Fractional CFO oversight — 13-week cash forecast, annual budget, KPI reporting.
Tax preparation and planning — federal, California, and multi-state, coordinated with books through ProConnect.

Frequently asked

Q: Are you a Beverly Hills-based firm, or just serving Beverly Hills clients?

A: Based. Our office is at 256 South Robertson Blvd, Suite 206, in the 90211 postal district — a few minutes south of Wilshire and a mile from Rodeo. Named partners work out of this location; all staff are U.S.-based.

Q: How do you compare to the older Beverly Hills business-management firms?

A: Different by design. Older firms often serve hundreds or thousands of clients with an associate-heavy model. We are a boutique — fewer clients per partner, MBA-holding CPAs on the engagements, and a modern technology stack. One monthly price. Zero offshoring.

Q: Can you coordinate with our entertainment attorney and wealth advisor in Beverly Hills?

A: Yes — that is a normal part of the engagement. Regular touchpoints with counsel and wealth advisors on the client's schedule. We do not manage investments and do not accept referral commissions from other advisors.

Q: What is your fee structure?

A: Flat monthly fee covering all recurring business management services. Extraordinary projects (M&A, financing, litigation support, tax appeals) are quoted separately. No hourly CPA meter for the recurring work.

Q: How secure is the workflow?

A: Enterprise-grade. Egnyte (SOC 2, encrypted at rest and in transit) for document exchange. Bill.com for audit-logged bill pay with approval routing. Role-based access on every system. We never send your private data to foreign countries.

Q: Do you handle household staff payroll?

A: Yes — through ADP, with the household integrated into the client's broader payroll picture. Nannies, chefs, drivers, personal assistants, and estate managers all run through the same system, with proper W-2 treatment and the tax filings that go with it.

Business management, boutique-style. Beverly Hills-based.

Fully-managed bill pay, cash flow, CFO oversight, and tax coordination — from 256 South Robertson Blvd. Named partners. One monthly price. 30-minute consultation.