From Creators to Contractors—And Everyone in Between!
Examples of How We Support Diverse Clients
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Contractors
You didn’t start your contracting business to spend your days behind a desk. At EZ Financial Advisory, we take care of the numbers so you can focus on the work that matters. Whether you're juggling multiple projects, managing subcontractors, or dealing with irregular payments, we’ll make sure your books are organized, accurate, and working in your favor. Our goal is to keep your business profitable, compliant, and stress-free.
Here’s how we can help:
- Accurately track project costs, labor, and materials for each job
- Manage irregular payments and stay on top of receivables
- Maintain steady cash flow and avoid financial surprises
- Maximize deductions on equipment, vehicles, and subcontractor expenses
- Support payroll, 1099 filings, and worker classification compliance
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Franchise Owners
Running a franchise means juggling corporate requirements, daily operations, and financial responsibilities—often all at once. At EZ Financial Advisory, we help franchise owners stay organized, compliant, and profitable. Whether you're managing multiple locations or just getting started, we handle your bookkeeping so you can focus on growing your brand and serving customers.
Here’s how we can help:
- Maintain accurate financial records across one or multiple locations
- Track royalties, franchise fees, and operational expenses
- Support payroll management, benefits, and employee tax filings
- Prepare for quarterly reports and corporate audits
- Maximize deductions through accurate expense categorization
- Monitor cash flow and create custom reports to support decision-making
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Hair Stylists and Salon Owners
As a hair stylist, your time is best spent with clients—not buried in spreadsheets or scrambling at tax time. At EZ Financial Advisory, we help salon professionals stay financially organized year-round. Whether you rent a chair, run your own salon, or manage a team, we’ll handle the books so you can focus on building your business and growing your clientele.
Here’s how we can help:
- Track daily income, tips, and retail sales accurately
- Manage expenses like supplies, booth rent, and equipment
- Organize monthly income and expense reports to understand cash flow
- Separate personal and business finances for cleaner bookkeeping
- Prepare year-end financials to make tax filing easier and stress-free
- Maximize deductions through accurate transactions categorization
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Real Estate Agents
As a real estate agent, your income can be unpredictable, your expenses vary month to month, and staying on top of your books is crucial for long-term success. At EZ Financial Advisory, we help agents stay financially organized with clean, reliable bookkeeping that supports smarter decisions and smoother tax seasons. Whether you’re an independent agent or part of a brokerage, we’ll handle the numbers—so you can focus on closing deals.
Here’s how we can help:
- Track commission income, referral fees, and transaction-related earnings
- Categorize and monitor expenses like marketing, mileage, and staging costs
- Organize monthly reports to help you understand your cash flow and business performance
- Separate personal and business finances for cleaner records and deductions
- Keep your books tax-ready to simplify quarterly and year-end filings
- Maximize allowable deductions while staying fully compliant with tax laws
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Content Creators
Whether you're a YouTuber, influencer, podcaster, or digital artist, your brand is your business—and every brand needs solid financials. At EZ Financial Advisory, we help content creators stay organized behind the scenes. With income from multiple platforms and a wide range of business expenses, good bookkeeping is essential. We’ll keep your numbers clean, your records audit-ready, and your taxes stress-free.
Here’s how we can help:
- Track income from platforms like YouTube, TikTok, Instagram, Patreon, and affiliate partners
- Categorize expenses such as equipment, editing tools, software subscriptions, and travel
- Provide monthly reports so you always know where your money is going
- Help separate personal and business finances to simplify bookkeeping
- Keep your books organized and tax-ready for quarterly or annual filing
- Maximize deductions through accurate transactions categorization