Event Planner Bookkeeping Services - Wedding Planners, Coordinators & Venues (Nationwide)
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
At a glance: retainers & deposits • milestone/final payments • event/job costing • vendor bills, W-9 & 1099 summaries • reimbursements & petty cash • tips/gratuities • venue/catering/rental pass-throughs • sales-tax summaries (you/CPA file) • Stripe/Square/HoneyBook/Dubsado • QuickBooks setup/cleanup • CPA-reviewed monthly close • flat-rate • first month free • nationwide
Request a QuoteWe apply AI-assisted categorization and deposit mapping to speed monthly close, flag duplicate/failed payments, and surface anomalies, then a CPA reviews final reports before delivery.
Managing budgets, timelines, and vendors is your job - managing the books is ours. We specialize in bookkeeping for event planners, wedding professionals, and freelance producers. From deposits and vendor payments to tax-season reports, we keep your finances organized year-round.
What We Offer
Monthly and catch-up bookkeeping
QuickBooks setup and cleanup
Deposit tracking and job costing
Vendor payment reconciliation
Event-level revenue and expense reporting
Year-end CPA-ready reports
Why Event Pros Choose Us
Familiar with seasonal and one-time event business models- Supports Stripe, Square, HoneyBook, QuickBooks
- Flat-rate monthly plans with no contracts
- Secure, remote support nationwide
Simplify your Finances Today - Book a Free Consultation Now
Who We Serve
- Wedding planners and bridal consultants
- Corporate event producers
- Venue coordinators and decorators
- Freelance planners and event vendors
How Our Event Bookkeeping Works
Connect & Scope
Connect Stripe/Square, HoneyBook/Dubsado, Eventbrite, and bank/credit cards. We review revenue flows and vendor process.
Map Your Events
Chart of accounts + tags for events/clients. Track retainers, milestones, gratuities, reimbursements, and pass-through costs.
Code & Reconcile
Match deposits to contracts, post vendor bills, reconcile payments, capture receipts, and maintain W-9/vendor data.
Close & Report
CPA-reviewed month-end: event/job P&L, cash flow, 1099 vendor summary, and sales-tax summaries, tax-ready.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
They cleaned up my QuickBooks, sorted deposits, and made taxes easy.
Jason M, Event Coordinator
They split payments, deposits, and vendor fees clearly. Huge win for my team.
Kevin T, Event Producer
They understand the seasonality and financial flow of the events business.
Andrew V, Event Consultant
Frequently Asked Questions
Yes. Our secure portal allows you to upload documents by event, job, or vendor.
Most backlogs are caught up within 1–3 weeks, depending on the volume and how far behind you are.
We can help you set up QuickBooks Online or migrate from spreadsheets and other tools.
Yes. We help wedding and event professionals clean up and organize QuickBooks for reliable, tax-ready reports.
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job or event.
Yes. Whether you're solo or managing a team, we tailor reports to fit your business model.
Yes. We offer both ongoing support and short-term help tailored to seasonal event businesses.
Yes. We reconcile income from platforms commonly used by planners to ensure accuracy and cash flow visibility.
Yes. We generate reports formatted for lenders, funding applications, and business certifications.
Yes. We work with solopreneurs, part-time planners, and boutique firms of all sizes.
See more answers in our full Bookkeeping for Event Planners FAQ →
Trusted by Event Professionals Nationwide
We help event planning professionals in all 50 states clean up and manage their QuickBooks accounts, quickly and accurately.
Simplify your Finances Today - Book a Free Consultation Now
Featured Insights
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