Bookkeeping for Planners & Producers in San Jose, CA 95132

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

In the 95132 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:

Responsive and accurate — great team for my San Jose coordination business.

– San Jose, California

They split payments, deposits, and vendor fees clearly. Huge win for my 95132 team.

– 95132, California

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

– San Jose, California

Frequently Asked Questions

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

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

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

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Explore Bookkeeping for Planners & Producers Across California

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Bookkeeping for Planners & Producers in San Jose, 95132 trust our event planners for trust accounting and compliance.