Bookkeeping for Planners & Producers in Newport Beach, CA 92662

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

In the 92662 area of Newport Beach , 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 Newport Beach 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:

They gave me financial clarity across both my decor and planning services.

– Sofia M, Event Decor Specialist

I no longer fear audits or taxes thanks to their detailed reporting.

– Amanda F, Wedding Stylist

Their team tracks caterers, florists, and rentals — I just focus on the big day.

– Olivia N, Wedding Coordinator

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

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Frequently Asked Questions

Yes. We help identify and summarize 1099-eligible vendors for end-of-year reporting.

Yes. We group financials by month, quarter, or season and summarize by event type.

We’ll help you set up QuickBooks Online or migrate from spreadsheets or other tools.

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 92662.

Yes. We reconcile income from platforms used by planners across California for accuracy and cash flow visibility.

Yes. We help wedding and event professionals in 92662 clean up and organize QuickBooks for reliable, tax-ready reports.

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

Yes. Our reports are formatted for lenders, funding programs, and business certifications.

No. We offer flexible, month-to-month service. Cancel or pause with 30 days’ notice.

Yes. Use our secure portal to upload any supporting documentation by event or vendor.

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Bookkeeping for Planners & Producers in Newport Beach, 92662 trust our event planners for trust accounting and compliance.