For Content Creators & Solopreneurs
Cheers to the financial strategy & clarity you need to get to the next level.
Get premium, full-service CFO & tax services designed to help multiple six-figure creators and solopreneurs grow & manage their business, team, and profits.
"My favorite thing about working with Stanton Financial is how calm and kind they are. Finances are very scary and intimidating but they make it more approachable and less stressful. "
-Angelyca Adcock, CEO of Rebirth Jewelry
Not naming any names, but...
Is this you?
- You are making multiple six-figures in your business, and you want to make sure you maximize your financial potential
- Even though you're making more money, it doesn't feel like the business is growing and you're not sure where the money is going
- There's a lot that you want to do with your money, but it's hard to plan ahead when your clients and cashflow are inconsistent
- You know you need to track your income and expenses but it feels really tedious
- You're worried about forgetting to report a partnership and getting audited by the IRS
- You're not sure what counts or doesn't count as a business expense and you're missing out on tax deductions
- You want to be able to allocate your income to grow your business, pay yourself regularly, and start hiring your team
- You've been looking for someone you can trust who can explain everything simply and clearly, so that you can make better business decisions with confidence
If you're ready to grow while letting an expert take care of the financial details then you're in the right place.
ready for a whole new world?
We do more than just tracking receipts.
And we’ve got the (discreet) case studies to back it up. Here are just two anonymous client case studies showing the kind of results we deliver:
Client A
A lifestyle influencer that started gaining traction and consistent brand payments, and wanted to make sure that she was paying taxes appropriately.
before
- She had just quit a six-figure 9-5 and wanted to continue living comfortably as an influencer.
- She was making more money independently but didn't want make any mistakes that would get her in trouble with the IRS.
- She was unsure about which of her expenses would apply as tax deductions at the end of the year.
- She needed help tracking multiple sources of income and being prepared for tax time.
After
- Our financial planning strategy allowed her to pay herself a consistent salary, replacing her previous six-figure 9-5 income.
- She was able to take more content creation trips and write them off through her business.
- Her overall Retained Earnings, a.k.a. cash at the end of the month more than doubled since she partnered with us.
- Her goal was to get her Average Net Profit Margin to 50%, and she's now been able to surpass that at 71%!
Client B
A Content Creator and E-commerce business owner who was making consistent sales, but wasn’t seeing her accounts grow.
before
- She had just quit their 9-5 to focus on the business and content creation, but was worried about being able to replace her income and pay her bills.
- She was making consistent income in recent months but expenses were often really high.
- She wanted to be able to pay herself consistently while also seeing the tangible results of growing her business.
After
- We worked on a plan to decrease her expenses over time, putting her profit margin on a steadily increasing trend to over 50%.
- Our financial planning strategy allowed her to pay herself a consistent salary.
- All this while almost doubling her monthly Retained Earnings, a.k.a. cash at the end of the month.
All of this is possible with the financial clarity and strategy included with our CFO & Tax Services for Content Creators and Solopreneurs.
Here's what you'll get with CFO & Tax Services
Our premium monthly bookkeeping & CFO services retainer program is designed to help multiple six-figure influencers, content creators, and small business owners grow with less stress and more peace of mind.
get caught up
Year-to-Date Catch Up
It’s okay if you’re behind on your books. We give you a fresh start with catch up services that give you peace of mind and help you stay ready for tax time.
get organized
Client Onboarding
Start off with our streamlined client onboarding process where we establish the systems, tools, and info needed to get up and running.
Account Reconciliation
Every month, we’ll reconcile up to 7 accounts, with up to 200 transactions per account, checking for discrepancies, tax deductions, and more.
Digital Receipt Organization
You’ll never be afraid of an IRS audit after we get you set up with digital receipt organization that is simple and easy to use anywhere.
Get Clarity
Monthly Budget
Using the Profit First Method, you’ll get a monthly budget so that you’ll know how much you can spend on business expenses and still grow your cash on hand.
Monthly Reporting
Every month, you’ll get reports showing your profits, losses, and overall financial health so that you always know if you’re on track towards your financial goals.
Financial Dashboard & KPIs
We maintain a financial dashboard & KPIs so that you always know how your business is doing over time, at a glance. You’ll always be able to make strategic and well-informed business decisions.
get Strategic
Unlimited access with your client portal
CFO services means you always have portal access to a trusted advisor who can address any financial questions or concerns you may have for as long as you are a CFO Services client.
Profit First or Profit Planning
We don’t just track your transactions, we help you put systems in place that turn your business into a profit-oriented machine.
Monthly Review Call
Each month, you’ll get your choice of a live or pre-recorded financial review where we explain how your finances are and what you can do next to make progress towards your larger goals.
Plus, all the available add-ons you might need:
Quarterly Tax Payments
Want to avoid the stress of next year’s lump sum tax bill? For a one-time yearly fee, we’ll estimate and submit your estimated quarterly taxes for you.
Payroll
Need to process payments to your team? Get payroll services handled for you for a monthly fee. Pricing dependent on team size.
Accounts Receivable & Payable
No more chasing money down. For an additional monthly fee, we optimize your accounts payable and handle your accounts recievable
Get Started
It all starts with a Coffee Chat
We know that when it comes to your business finances, one of the most important factors is finding advisors you can trust. That’s why we offer an initial 30-minute Coffee Chat to all prospective CFO & Tax Services clients. You’ll get:
your big questions answered
From taxes to incorporation, you’ll get answers to your questions and concerns around your business and finances.
Informative resources
We’ll give you the select resources you need to make fully-informed financial decisions without getting overwhelmed.
next step recommendations
You’ll also get clear and specific next steps on what you can do to optimize your financial situation.
Find out if CFO Services are right for you by booking your Coffee Chat today.
To get started, click below to fill your application and book your Coffee Chat.