Creative agencies and studios
Track customer payments, contractor commitments, project costs, and the approvals that keep work moving.
For creative and project-based businesses
Get help with project costs, contractor and supplier bills, customer payments, and approval steps that slow your team down.
I check the records, explain your next money decision, and lead one agreed improvement. Growth includes a monthly review and one scheduled round of follow-ups.
Based in California. Working remotely across the lower 48 states.
Led by Jacob A. Douglas, MBAWritten scope and fees before you joinYou approve payments and business choices
You have a team or contractors, current financial records, and a few recurring problems that keep landing on your desk. You want someone to help move the agreed work forward and explain the choices.
Track customer payments, contractor commitments, project costs, and the approvals that keep work moving.
See project costs more clearly, track subcontractor and supplier items, and improve change-order and bill approvals.
We choose one starting problem, assign responsibilities, and agree on what finished work looks like.
If your business manages projects, contractors, suppliers, customer payments, or approval steps, your needs may still fit. Tell me what keeps getting stuck, and I’ll let you know whether I can help.
Ask about your businessGrowth uses current books checked against bank records. Bookkeeping is an optional add-on. The starting plan includes one monthly review and one planned round of follow-ups. You handle urgent payment deadlines between updates. Extra follow-ups require an agreed scope and fee.
Growth combines money planning with hands-on help on one work problem. We’ll confirm the right service during your fit call.
For ongoing financial and operational support
“I need my business to run more smoothly.”
A 13-week money plan, agreed payment follow-ups, and one work problem to improve at a time. I review the records and lead your monthly meeting. Includes up to ten shared payment or vendor items, one monthly follow-up round, and one improvement at a time.
From $1,750 per month
Bookkeeping quoted separately. Current books are required.
Initial six-month commitment, then month to month at the same rate. Flexible monthly option from $1,950. Onboarding from $750.
Explore Growth supportEach service has its own scope. We can quote a combination if you need more than one.
“I need organized records and clear processes.”
Bookkeeping, reporting, and an agreed routine for vendor onboarding or payment approvals.
From $800 per month
Explore Foundation supportSelective engagement after a fit call
“I need to make one major business decision.”
Compare up to three options and leave with a recommendation, a 90-day roadmap, and a follow-up review.
From $3,000 per engagement
Explore decision support“I need to understand a project’s costs.”
A focused review with findings and a practical 30-day action plan.
From $1,500 per engagement
Explore the project assessmentStarting fees apply to defined scopes. Onboarding and additional work are priced separately where applicable. Your proposal confirms what’s included.
I lead your engagement, oversee onboarding, and review deliverables. I may involve support personnel under agreed confidentiality and access arrangements. You always have me as your primary contact. Bring your questions in your own words.
Email is your starting point for questions. You’ll receive an initial reply within one business day, excluding weekends and observed U.S. federal holidays. Response timing follows Pacific Time. Complex questions may need more time; I’ll explain the next step and expected timing.
Before you share business records, we agree on the tools, access, and document-sharing process. We choose tools appropriate to your engagement, including Google Workspace where agreed.
Your proposal defines included support. If a question needs additional analysis or a new project, we agree on the scope and fee before that work begins.
We agree on your goals and scope, gather the relevant records through approved channels, and set up your working routine. I lead onboarding and explain what you need to provide at each step.
Onboarding covers the initial review and setup. Your monthly fee covers ongoing delivery and support. We build your working knowledge base as we document your processes.
See what onboarding includesExplore fictional examples of the information and decisions we review together.
See a payment register, a vendor follow-up plan, and an AI-assisted checklist with human review.
View the operations exampleUnderstand a $5,000 budget increase, examine the payment records, and plan the next steps.
View the spending exampleSee how a delayed customer receipt changes the timing of available cash over 13 weeks.
View the cash forecast exampleAll sample figures and scenarios are invented for illustration. They do not describe client results.
Meet Jacob
I’m Jacob A. Douglas, MBA. My experience includes creative-sector financial operations, contractor payments, spending forecasts, and coordination across finance, legal, and production teams.
You have built relationships with your team, contractors, and customers. I help make the financial work clearer for the people who depend on your business.
We begin by agreeing on the question or improvement you want help with. During our reviews, we look at what you’ve learned, what has changed, and what needs attention next.
You do not need polished reports or finance vocabulary to start a conversation. Tell me the one problem you would most like off your plate. Send your preferred times in Pacific Time with your inquiry. I’ll reply to arrange a consultation about your goals, your records, and the level of help you need. A request does not reserve an appointment. If we fit, I’ll prepare a written plan with the work, price, and next steps. You review it before joining.
Please keep confidential financial or client information out of your initial inquiry.