Hi there, I’m Phil.

I’ve been a designer for twenty years — in-house, freelance, and as the owner of a boutique firm. And I learned a lot about the business side of things along the way. Now I help other freelancers and small businesses with those business-y bits — setup, accounting, taxes, planning. Together, we’re better at finance.

I’ll Be Right Here

When you have an accounting or admin-related question, don’t waste your time Googling. Just drop a line … and I’ll help you sort through it.

  • Figure out tax estimates
  • Prep/send 1099s (hurry!)
  • Update QuickBooks
  • Research retirement accounts

Do Your Thing

Trying to do it all yourself can lead to missed opportunities (and burnout). I’ll take to-dos off your plate so you can focus on the work that pays the bills.

Things I Can Help With

Accounting

Am I making more than last year? Was that project profitable? Where can I save money? Good accounting helps you understand and improve your business. I’ll make sure your books are set up correctly and kept up-to-date, and I can deliver reports that help you better understand your finances.

Tax Planning & Prep

Quarterly estimates, sales tax, safe harbor, 1099s, K-1s, W-9s, Schedule Cs, deadlines, extensions — taxes are complicated, and missing something can result in paying more than you need to (or worse — penalties). I assist with tax planning and prep, so your taxes are accurate and on time.

Financial Coaching

It’s easy to take wrong turns when DIYing business stuff. And when you work for yourself, the line between your business and personal finances is blurry. I can advise on everything from incorporating to choosing bank accounts to building an emergency fund, so you can feel confident in your decisions.

Not Your Typical Accountant

I’ve been a designer in just about every scenario you can imagine: big-city agency, in-house, freelance, and founder of a boutique firm. But I never could find an accountant who really understood the ins-and-outs of creative gigs, so I ended up tackling the “business stuff” on my own. I took classes on bookkeeping, financial analysis, tax planning, and personal finance at UCLA. I also passed the IRS Special Enrollment Exams (which means I probably know way too much about the tax code and can represent clients before the IRS) and became a QuickBooks Certified ProAdviser.

These days I try to be the financial coach that I always wanted but never found — one who doesn’t just do the legwork, but also understands what it’s like to be a freelancer or small biz owner and helps their clients learn about accounting, taxes, and personal finance along the way. And when I’m not doing that, I’m probably knee-deep in a design project or trail running in the mountains.

How can I help?

Thanks, we’ll be in touch!