What We Offer

What Vance & Co.
Can Do for You

Every engagement is tailored. The following represents the full scope of what Joan offers; most clients find their needs fall into two or three of these areas. Select any category below to learn more.

  • Comprehensive bookkeeping support designed to bring clarity and consistency to your financial operations. Built around how your business actually runs; not a generic template.

    Foundation - Books You Can Trust
    Monthly Bookkeeping & Reconciliations
    Every account reconciled; every transaction accurately categorized each month. Your books reflect reality; not best guesses.
    Chart of Accounts Setup & Maintenance
    A clean, industry-appropriate chart of accounts built around how your business actually operates; kept current as you grow.
    Accounts Payable Tracking
    All vendor bills tracked, categorized, and monitored. Always know what you owe and when; no more surprises in your cash flow.
    Accounts Receivable Tracking
    Outstanding invoices monitored with a running aging schedule. Know exactly who owes you and how long it has been.
    Monthly P&L + Balance Sheet Package
    Clean, consistent financial statements delivered each month; formatted so you and your CPA can actually read them without a translation guide.

  • Discreet and structured financial organization for individuals with complex financial lives. Consolidating multiple accounts, separating personal and business finances, and providing reporting that supports informed decision-making.

    Multi-Account Tracking & Consolidation
    A single, clear picture across every account; investment, operating, and personal; all in one place.
    Personal + Business Expense Separation
    Clean, defensible structuring of what belongs where; essential for both tax efficiency and financial clarity.
    Cash Flow Organization & Oversight
    Ongoing visibility into incoming and outgoing funds across all accounts; so nothing surprises you.
    Coordination with Tax Professionals
    Seamless communication with your CPA or financial advisor as needed; your team works together, not in silos.

  • Behind-the-scenes financial systems designed to support clean, scalable operations. QuickBooks setup and cleanup, workflow optimization, and ongoing financial organization to increase efficiency and accuracy.

    Financial Process Setup & Optimization
    Systems designed to remove bottlenecks, improve accuracy, and make your financial operations run without friction.
    QuickBooks Setup, Cleanup & Maintenance
    Historical books untangled, miscategorizations corrected, and records brought current; so your retainer starts with a clean foundation.
    Bookkeeping SOP Documentation
    Your financial processes documented in a clear, repeatable format; so your business does not depend on any single person's memory.
    Ongoing Operational Financial Support
    Consistent, reliable financial management running in the background; so you can focus on running your business.

  • Ongoing financial insight and support for business owners and entrepreneurs. Budgeting guidance, cash flow visibility, profitability insights, and periodic financial reviews to support growth and stability.

    Budgeting & Forecasting Support
    Realistic budgets and forward-looking forecasts built on actual data; not assumptions. Know where you are headed before you get there.
    Vendor & Expense Optimization Review
    A quarterly deep-dive into recurring expenses to identify redundancies, renegotiation opportunities, and costs that have outlived their value.
    Strategic Financial Organization
    Financial clarity structured around your decisions; not just your compliance requirements.
    CPA-Ready Year-End Close Package
    Fully reconciled books, supporting schedules, and a clean handoff prepared for your CPA. No scrambling; just books your accountant will thank you for.

  • Financial organization tailored to artists, creatives, and entertainment professionals. Multiple income streams, project-based expense management, royalty organization, and simplified reporting for variable income structures.

    Income Tracking for Variable Earners
    Royalties, sync fees, performance income, brand deals; every stream tracked and categorized clearly, regardless of how unpredictable the timing.
    Tour, Project & Production Expense Tracking
    Expenses organized by project or tour leg; so you always know the true cost of each engagement and can plan the next one intelligently.
    Royalty, Contract & Income Stream Organization
    Multiple contracts and payout structures consolidated into a clear picture; so nothing is missed and everything is reconciled.
    Simplified Reporting for Unpredictable Income
    Reporting designed for the realities of creative income; built for people whose financial lives do not fit a standard template.

  • For clients who want a fully customized, high-touch engagement. Joan works with a select group of clients at any given time; this tier reflects the depth and responsiveness that makes Vance & Co. distinctive.

    What This Looks Like
    Customized Financial Reporting Packages
    Reporting designed around your specific decisions; not a generic template. Every deliverable formatted for clarity and action.
    Coordination with CPAs, Attorneys & Business Managers
    Joan works directly with your full professional team; so everyone is operating from the same, accurate financial picture.
    Priority Response & Ongoing Financial Oversight
    High-touch availability and proactive financial monitoring; so you are never waiting on answers when decisions need to be made.
    High-Touch Ongoing Support
    A relationship built around your needs; not a one-size-fits-all retainer. Joan's attention is intentional and undivided.

Not Sure Where You Fit?

Every engagement begins with a conversation. Joan is happy to talk through where you are and what kind of support would actually serve you.

Get In Touch

  • "Creative, reliable, and genuinely passionate about what they do."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer