CPAJFP
James F. Perkins, CPA
Private client & entertainment business management
The operating model
Intermediary & advisory ecosystem alignment
Single Point-of-Contact Liaison
We sit at the center of your professional ecosystem, aligning all key players behind one cohesive strategy.
Direct Representation with Talent Agents & Personal Managers
Legal Coordination with Entertainment & Estate Attorneys
Alignment with Wealth Managers, RIAs & Investment Advisors
Major transactions & family office advisory
Deal Facilitation & Strategic Wealth
Executing complex, capital-intensive milestones with strict financial due diligence and privacy.
Real Estate Acquisition, Refinancing & Escrow Logistics
Major Private Asset Transactions, Aviation & Private Equity
Cash Balance & Profit-Sharing Retirement Plan Architecture
Concierge financial operations & treasury
Daily Treasury, Bill Pay & Receipts
White-glove management of your personal and corporate cash flows. Every bill paid on time, every receipt cataloged, every statement reconciled.
Automated Bill Pay & Personal/Corporate Cash Flow Oversight
Receipt Archiving, Categorization & Expense Tracking
Credit Card Analyzes & Vendor Dispute Resolution
Entertainment loan-out & guild governance
Loan-Out Entities & Deal Oversight
End-to-end entity management and contract reconciliation tailored to the entertainment industry.
Loan-Out Corporation Formation, Annual Maintenance & Governance
SAG-AFTRA, WGA, DGA, & Guild Pension/Health Allocation
Residuals, Profit Participation & Deal Memo Statement Review
Tax architecture & international tax review
Tax Strategy & Cross-Border Analysis
Proactive tax planning, CCH Axcess integration, and rigorous review of multi-jurisdictional tax exposures.
Federal, State & Local Tax Planning & Preparation
Foreign Tax Withholding Review on International Productions
Bicoastal & Multi-State Production Tax Allocation
The tech & transparency advantage
We combine the security of institutional accounting software like AgilLink and CCH Axcess with proprietary agentic AI workflows. We automatically cross-verify ledgers, analyze bill pay accuracy, and verify cash flow statements in real time—delivering institutional precision with complete privacy.
The engagement process
01 / Confidential Discovery
Initial review of your entity structures, estate, insurance, tax exposure, and current reporting bottlenecks.
02 / Architectural Blueprint
Custom design of your tax plan, loan-out setup, or family office integration strategy.
03 / Ecosystem Integration
Seamless connection to your existing software stack (AgilLink, CCH, banking feeds).
04 / Continuous Execution
Automated cash flow oversight, ongoing compliance management, and proactive tax strategy.
Executive stewardship & credentials
As a Licensed Certified Public Accountant with over 15 years of specialized experience, I serve as a central financial architect for high-net-worth individuals, corporate executives, tech founders, family offices, and creative talent across Los Angeles, Beverly Hills, and nationwide.
My practice provides complete 360° financial stewardship—integrating daily concierge bill pay, complex entity governance, estate planning, and insurance oversight with high-yield tax architecture. Whether navigating multi-entity corporate structures, liquidity events, or entertainment loan-out logistics, I eliminate the friction of managing fragmented advisors by serving as a single point of contact between asset growth and rigorous financial administration.
By pairing veteran CPA expertise with modern, AI-enhanced workflow automation, I streamline daily financial operations while maintaining absolute confidentiality. Every client receives direct, senior-level oversight—ensuring your wealth advisors, attorneys, insurance brokers, and personal representatives operate with complete alignment.
01 / Licensed CPA Rigor
15+ years of active licensure navigating multi-state compliance, multi-entity corporate governance, and strategic tax minimization.
02 / Diverse HNW Client Scope
Trusted financial stewardship for family offices, tech founders, corporate C-suite executives, and film, TV, & literary talent.
03 / 360° Operational Oversight
Managing daily treasury, concierge bill pay, receipt archiving, insurance policy analysis, estate/trust logistics, and major deal facilitation.
04 / Institutional Precision
Leveraging enterprise platforms like AgilLink and CCH Axcess alongside AI verification workflows for real-time cash flow integrity and privacy.
Private intake
Schedule a confidential discovery call to discuss full-service business management, loan-out governance, or family office advisory.