Design and Creative Services

Securing creative freedom and financial independence

As a native San Francisco firm, we’re proud that one of the industries we serve most is one for which our city is most known. With more relevant experience than any other accounting firm in the city, the professional accountants at Calegari & Morris help our creative clients stay ahead of the rest of their industry.

Using proactive solutions and by collaborating with a team of financial and business advisors, we’ll help you increase revenues and achieve your personal and business goals. We often recommend and work closely with the city’s best attorneys, consultants, bankers, pension administrators, real estate brokers, and other key advisors. Because our team understands the challenges of using creative talent to generate revenue, we excel at putting our formidable talents to work for you.

We offer the following services:

• Plans for ownership transition and approaches to ownership agreements

• Tax planning to minimize federal, state and local taxes (a primary emphasis)

• Non-qualified deferred compensation plans

• Budgeting and cash flow management

• Management incentive plans

• Qualified retirement plan review and implementation, including defined benefit and defined contribution plans

• Review of employee benefit plans, including cafeteria plans, life, and disability insurance

• Guidance in selecting an entity choice to minimize taxes

• Review of buy/sell agreements and development of a valuation approach related to the buy/sell transaction

• Consultation regarding the selling, merging, or acquiring of businesses

• Insights into business financing options and banking relationships

• Recommendations for new accounting software or the review of existing accounting software to determine whether it's optimized for your management’s reporting needs

• Interviews or recommendations of prospective employees in areas of accounting or finance

• Review of financial performance ratios to monitor profitability and efficiency in light of industry standards and advice on how to improve deficient areas

• Implementation of tax benefits available in California Enterprise Zones

• Consultation regarding San Francisco Business Tax issues (i.e. exempt wage determinations, audit representation)

We look forward to meeting you and to helping you achieve your financial goals.

Businesses representative of this industry area include:

• Advertising

• Architecture

• Artists

• Design

• Engineering

• Environmental

• Film Labs

• Geotechnical

• Graphic Design

• Industrial Design

• Interior Design

• Magazine Publishers

• Photographers

• Special Effects Producers

• Structural

• Web design