Professional Services / AV Design · Finance & Bookkeeping
Establishing Reliable Financial Reporting for a Growing AV Design Firm
Case study
Lifecycle stages covered
- Concept
- Build
- Raise
- Scale
- Operate — included
- Exit
The client
DeVance AV Design is a Dallas-based audio and visual design company whose team focuses on client projects. Its partners needed dependable financial closings, a consistent review cadence, and tax compliance handled without adding that burden to project delivery.
Business context
As a partner-led design firm focused on client project execution, DeVance needed its financial closings, reporting cadence, and tax compliance handled by an outside partner so internal teams could stay focused on client work.
Business challenge
DeVance's partners needed dependable financial closings and a consistent cadence for reviewing results together, along with tax compliance for both the company and its owner, all without diverting the team already running client projects into back-office finance. Left unaddressed, that gap would either pull the partners' attention away from client delivery or leave them making decisions without a clear, current view of financial performance. The firm needed a financial partner who could take on closings, reporting, and tax compliance end-to-end.
ChurchillTerry approach
ChurchillTerry took on financial closings and guidance for DeVance AV Design, establishing a monthly cadence to meet with the partners and review results together. CT also assumed tax compliance responsibilities for both the company and its owner, consolidating what had been a scattered set of financial and compliance tasks into one reliable relationship. This let the partners maintain visibility into performance through a regular review rhythm, without adding financial administration to the team already focused on delivering client projects.
Outcomes
Monthly Partner Review Cadence
Established a consistent monthly rhythm for the partners to review financial results together.
Reliable Financial Closings
Delivered ongoing, dependable financial closings and guidance for the business.
Full Tax Compliance — Company & Owner
Brought both entity and owner tax filings into full compliance.
Reduced Internal Administrative Load
Removed financial administration from the team, freeing focus for client project delivery.
ChurchillTerry capabilities
- Finance & Bookkeeping
- Regulatory Compliance
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Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068