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.
Where Event Planner Bookkeeping Fits in Your Project & Vendor Workflow Event planners manage deposits, vendor payments, retainers, travel, and job-level profitability. Most follow:
- Clean up or catch up past client deposits, vendor bills, and reimbursements
- Track event budgets, vendor costs, travel, and margins
- Reconcile deposits, payments, and project expenses monthly
- Add CPA or outsourced support as event volume increases
If vendor invoices or deposits do not match QuickBooks, begin with QuickBooks Cleanup or Catch-Up Bookkeeping. Monthly Event Planner Bookkeeping and Accounting Services keep compliance and margins accurate.
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:
Super clear reports I can share with both my CPA and my clients.
Tasha K, Wedding Designer
Best bookkeeping service I’ve used since I started in the event industry.
Nicole H, Wedding Planner
I no longer fear audits or taxes thanks to their detailed reporting.
Amanda F, Wedding Stylist
Frequently Asked Questions
QuickBooks Online and Xero.
Yes. We reconcile income from platforms commonly used by planners to ensure accuracy and cash flow visibility.
Yes. We can group financials by month, quarter, or season and break them down by event type.
Yes, see our interactive pricing page or request a multi-state quote.
All 50 states, our team supports clients nationwide.
Most backlogs are caught up within 1–3 weeks, depending on the volume and how far behind you are.
Yes. We generate reports formatted for lenders, funding applications, and business certifications.
Yes. We offer both ongoing support and short-term help tailored to seasonal event businesses.
Yes. Whether you're solo or managing a team, we tailor reports to fit your business model.
No. We offer flexible, month-to-month service. You can cancel or pause anytime with 30 days’ notice.
See more answers in our full Bookkeeping for Event Planners FAQ →
Which Bookkeeping path fits your Event Planners business?
Not every event planners is in the same place. Some are months behind on their books, others just need a steady monthly plan, and some are ready for full accounting and tax support.
Most event planners end up choosing one of these paths:
If you’re behind on your books:
If you want ongoing monthly bookkeeping:
If you need deeper accounting support:
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
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