Bookkeeping for Planners & Producers in Oakland, CA 94604

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

In the 94604 area of Oakland , 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 Oakland 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 split payments, deposits, and vendor fees clearly. Huge win for my team.

– Kevin T, Event Producer

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

– Daniel C, Event Services Owner

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 categorize and track caterers, decorators, staff, rentals, and other vendors in 94604.

Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.

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

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

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

Yes. We help wedding and event professionals in 94604 clean up and organize QuickBooks for reliable, tax-ready reports.

Most backlogs in Oakland are caught up within 1–3 weeks depending on the volume and duration.

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

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

Yes. We support planners in Oakland, California with bookkeeping that tracks deposits, expenses, and vendor payments by event.

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Bookkeeping for Planners & Producers in Oakland, 94604 trust our event planners for trust accounting and compliance.