Our Services

Financial Design helps Content Creators turn their social media presence into a profitable business.

Services Include:
- Review and assist in negotiating brand deals with both brands and agents.
- Aggregate and analyze financial data to motivate direct decision making.
- Consolidate plans from various departments and communicate finalized plan.
- Perform scenario planning based on different assumptions.
- Monitor the month-month execution of the plan against budgets /actuals.
- Perform year-end tax reports for accounting team.
- Present reports to executives/ or Leaders
- Participate in board meetings and periodic local and HQ team meetings and hold Zoom/phone meetings with CEO, as needed.
- Record day to day business transactions.
- Create and issue invoices to sponsors and brand partners.
- Process and pay operating bills.
- Monthly account reconciliations.
- Oversee and manage vendor compliance.
- Prepare and issue Monthly Financial Statements.
- Analyze both business and personal financial situation to create a plan that ensures all elements work together to allow you to pay the lowest taxes possible.
- Prepare monthly/quarterly and annual tax filings to federal and state agencies.
- Process company-wide payroll.
- Prepare payroll tax filings
- Perform an HR compliance assessment.
- Issue compliance recommendations.
- Prepare employment documents, policies and procedures, such as employee handbook, offer letter templates, job descriptions.
- Prepare employment documents for key employees and freelancer/contractor policies and procedures.
- Prepare disciplinary documentation, consistent with regulatory requirements and industry best practice.
- Provide copies of required federal and state posters.
- Source medical/retirement benefits.

WORK WITH FINANCIAL DESIGN

How It Works

Here’s a look at what you can expect as a Financial Design client.

Let’s Get Started

Our partnership begins with a kickoff call. You’ll meet your account manager, learn about our processes and get a clear overview of our outsourced services.

Communication

Communication is the foundation of our partnership. We will discuss upfront how often you would like for us to communicate with you. We will setup a communication plan that meets your preferences.

Making It Easy For You

Our departments work together and efficiently communicate with Brands to ensure they are properly set up in the accounting software and payments are received in accordance with the contracts. We coordinate with your contractors to ensure your business is in compliance with federal and state agencies. We also work with your employees and ensure we have the proper approved documents for payroll processing.

Always Here For You

Our team will include an experienced associate who will be your point of contact and answer any questions you may have.

We’ll be there for everything from answering and processing your questions to keeping you on top of key business data and working on ad hoc projects as needed.

As your business grows and demands change, we can add more resources as needed. You may never need to hire internal back-office resources!

Hannah Williams

As a full-time creator, I'm forever grateful that I found Stephanie and her team! I can't count how many times she has not only saved my butt financially but has also given me priceless advice and guidance. When I first found Stephanie's firm, I figured I was just going to get someone sending me a balance sheet each month telling me if my business was in the red or green. I got so much more than that! Stephanie and her team immediately got to work organizing my chaotic finances and stepped into a true leadership role, serving more or less like my Chief of Finance. I always look forward to chatting with her too because she breaks down complicated things in a way I can understand, and I feel like she genuinely cares about me and my business. The cherry on top: Stephanie and her team are incredibly kind, intelligent, and easy to work with, truly a dream come true! So if you're a creator or small business owner and want to grow your business but have no idea how to manage your finances, stop searching for the right team to help you, because they're right here!

Testimonials

Danielle Stoltz

“Stephanie Ramirez is a true expert. She brings such a high level of professionalism and expertise to every conversation, and I feel confident that she has my best interest at heart.

But what’s more is I can count on her to give me wise and sound advice to help move my business forward in a profitable direction.

I know I am in good hands with Stephanie and her team.”

Ann Marie Wakula

“I started my online coaching business in January 2020, almost 2 years ago. My biggest regret is not hiring Stephanie (Financial Design) sooner. In the two short months we've been working together, my financials are in line with my income goals. In the past, I'd write my ideas of projections in a Google doc, with no real plan on how to achieve them. Stephanie's knowledge of the online service provider industry has been incredibly insightful. She even gave me a very specific and attainable goal for recurring revenue to finish out 2022. Her expertise has allowed me to zero in on what is important for the remainder of the year. So no more throwing numbers out there and seeing where I end up, or manifesting next month's revenue goal. I now have actionable, attainable goals to achieve...and so much clarity!”

Pricing

Creator Starter $2,000 / month

This package has everything you need for a creator that has just landed their first brand deal and needs finance support. This package is ideal for businesses that need bookkeeping support but aren’t ready to hire a part-time employee.

Bookkeeping Services
Update Online Accounting Software
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting

Reconcile 3 (Bank or Credit Card) Accounts a Month (75 transactions or less)
Payroll for up to 3 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Quarterly Financial & Business Coaching

Creator Pro $3,500 / month

This package has everything you need with essential items for understanding the financial health of your business. This package is ideal for businesses that need bookkeeping support but aren’t ready to hire a full-time employee.

Fractional CFO
Tax Planning
Bookkeeping Services
Update Online Accounting Software
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting

Reconcile 5 (Bank or Credit Card) Accounts a Month (150 transactions or less)
Payroll for up to 5 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Quarterly Financial & Business Coaching

Creator Suite $5,000+ / month

This package is perfect for Content Creators that need a financial and HR experts on their team. It’s ideal for Creators that need to hire a full-time accounting team.

Fractional CFO Services
HR Compliance Services
Tax Planning
Bookkeeping Services
Update Online Accounting Software
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting

Reconcile 5 (Bank or Credit Card) Accounts a Month (200 transactions or less)
Payroll for up to 25 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Monthly Financial & Business Coaching