At Beverly Hills, California’s Freemark Financial, LLP, CPA Steves Rodriguez works with a group of entertainment industry clients to help them manage wealth, taxes, business expenses, payrolls, and investments. The firm, of which Steves Rodriguez is one of the founding partners, has garnered consistent praise from The Hollywood Reporter and Variety, which have placed Freemark Financial and its principals on numerous “top” lists of business managers. Both Mr. Rodriguez and partner Andrew K. Meyer appear, for example, among Variety’s Business Managers Elite 2017 and 2018 rankings. In 2018, Variety noted Mr. Rodriguez’s client list as encompassing a roster of accomplished songwriters, music production professionals, ad agency groups, television and film production and post-production teams, and key behind-the-scenes creative talent. Asked to note trends, he specifically mentioned cryptocurrency as an emergent class of digital assets attractive to his clients, but one that at least for now brings inherent risks in accounting. His discussion with Variety on the occasion of the 2017 list focused on his thoughts on production companies as a hot acquisition property for investors, noting that owners retain the option to sell in segments. This plan offers them the advantage of staying in charge of creative decisions while continuing to develop their companies with investor funding.
Steves Rodriguez is the founding partner of Freemark Financial, a business management firm that provides cash management, tax and accounting, and insurance review services to individuals and companies in the entertainment industry. When asked about his take on budget applications, Steves Rodriguez of Freemark Financial mentioned Venmo as his top choice due to its cashless payment feature.Budget applications are helpful tools to budget income, track expenses, and even schedule bill payments. There are different types of budget apps to choose from, however, there are three which were standouts in 2018.1. MintDeveloped by Intuit, Mint is a free mobile budget application that provides a range of features including budgeting, bills tracking, and personalized savings tips. Mint displays the balances and spending by category so that the users can see where their money goes.2. WallyWally is another user-friendly and straightforward budget application that is free to download on mobile phones. Available in multiple currencies, Wally lets its users keep track of their income and daily expenses. Also, Wally displays the remaining budget so that users are reminded to ease up on their spending. 3. PocketGuard
PocketGuard is an all-in-one personal finance application. In addition to basic tracking of income and expenses, PocketGuard also allows its users to link their bank accounts to monitor any transactions from their checking and saving accounts as well as loan payments and investments. PocketGuard also finds opportunities for their users to pay less on bills or increase savings with high-interest rates.
