Bookkeeping for Planners & Producers in Lodi, CA 95241

Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.

In the 95241 area of Lodi, 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.

Service Highlights

  • tick Revenue tracking by client, job, or season
  • tick Vendor, caterer, and subcontractor reconciliation
  • tick Reports formatted for tax prep and grant submission
  • tick CPA-ready P&Ls and categorized ledgers
  • tick No-contract, fixed monthly plans

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Why Lodi 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:

We reconciled all vendor payments across 24 weddings in Lodi last year.

– Lodi, California

Love their flat pricing and ability to track each event separately in Lodi.

– Lodi, California

They cleaned up my QuickBooks, sorted deposits, and made taxes easy in 95241.

– 95241, California

Trusted by thousands of businesses — see what our customers say.

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Frequently Asked Questions

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 offer both ongoing and short-term support for seasonal wedding and event businesses.

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Explore Bookkeeping for Planners & Producers Across California

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Bookkeeping for Planners & Producers in Lodi, 95241 trust our event planners for trust accounting and compliance.