Bookkeeping for Planners & Producers in San Jose, CA 95111

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

In the 95111 area of San Jose, 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 San Jose 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 San Jose last year.

– San Jose, California

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

– California

Super clear reports I can share with my CPA and my clients in San Jose.

– San Jose, California

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

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Bookkeeping for Planners & Producers in San Jose, 95111 trust our event planners for trust accounting and compliance.