Bookkeeping for Planners & Producers in San Jose, CA 95130
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 95130 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.
Where Event Planner Bookkeeping Fits in Your San Jose, CA 95130 Workflow Event planners in San Jose, CA 95130:
- 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 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:
I no longer fear audits or taxes thanks to their detailed reporting.
Amanda F, Wedding Stylist
They split payments, deposits, and vendor fees clearly. Huge win for my team.
Kevin T, Event Producer
Finally, someone who understands event business bookkeeping.
Hannah J, Event Planner
Frequently Asked Questions
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job.
Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.
You can get an instant quote online or request a callback within 1 hour.
Yes. We offer both ongoing and short-term support for seasonal wedding and event businesses.
Yes. We help identify and summarize 1099-eligible vendors for end-of-year reporting.
Yes. We reconcile income from platforms used by planners across California for accuracy and cash flow visibility.
Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 95130.
Yes, we serve clients remotely near 95130 and surrounding areas.
Most small businesses pay between $150–$300 per month.
We’ll help you set up QuickBooks Online or migrate from spreadsheets or other tools.
Not sure what your Event Planners Business in San Jose should do next?
Most event planners businesses in San Jose, 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 San Jose 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 San Jose, 95130 trust our event planners for trust accounting and compliance.