Bookkeeping for Planners & Producers in Lafayette, CA 94549
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 94549 area of Lafayette , we help event professionals stay financially organized. Whether it’s a wedding, gala, or corporate conference, we handle the back-end so you can focus on planning the perfect experience.
Where Event Planner Bookkeeping Fits in Your Lafayette, CA 94549 Workflow Event planners in Lafayette, CA 94549:
- Clean up past client and vendor activity
- Reconcile deposits, reimbursements, travel, and event expenses
- Track event profitability and budgets monthly
- Add bookkeeping or CPA support as demand grows
Service Highlights
Revenue tracking by client, job, or season- Vendor, caterer, and subcontractor reconciliation
- Reports formatted for tax prep and grant submission
- CPA-ready P&Ls and categorized ledgers
- No-contract, fixed monthly plans
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Why Lafayette Business Owners Trust Us
We’re not a software or a DIY tool - we’re a full-service bookkeeping team that does the work for you, with CPA oversight and a commitment to accuracy.
Client Reviews
We support business owners across the country with reliable, remote bookkeeping. Here’s what a few of them say:
Even my venue partners now refer them. Great experience.
Ben R, Venue Manager
I run weddings year-round and now I finally understand where the money goes.
Rachel L, Wedding Planner
Super clear reports I can share with both my CPA and my clients.
Tasha K, Wedding Designer
Frequently Asked Questions
We prepare tax-ready books and coordinate with your CPA for filing.
Yes. We help wedding and event professionals in 94549 clean up and organize QuickBooks for reliable, tax-ready reports.
Yes. We support planners in Lafayette, California with bookkeeping that tracks deposits, expenses, and vendor payments by event.
Yes. We offer both ongoing and short-term support for seasonal wedding and event businesses.
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job.
Yes. Our reports are formatted for lenders, funding programs, and business certifications.
Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.
Yes. Whether you run solo or have a team, we tailor reports to your business model.
Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 94549.
Yes. We reconcile income from platforms used by planners across California for accuracy and cash flow visibility.
Not sure what your Event Planners Business in Lafayette should do next?
Most event planners businesses in Lafayette, CA follow three steps:
- Catch up and clean up old books,
- Move into a monthly bookkeeping plan,
- Add accounting or CPA support when needed.
Owners in Lafayette often also compare:
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Which Bookkeeping Service Do You Need?
Each page provides detailed information on how we help solve specific pain points-whether you're behind on your books or looking to fully outsource.
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Bookkeeping for Planners & Producers in Lafayette, 94549 trust our event planners for trust accounting and compliance.