Bookkeeping for Planners & Producers in San Jose, CA 95134
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 95134 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
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:
We reconciled all vendor payments across 24 weddings last year — smooth and stress-free.
– Josh B, Event Director
They gave me financial clarity across both my decor and planning services.
– Sofia M, Event Decor Specialist
They split payments, deposits, and vendor fees clearly. Huge win for my team.
– Kevin T, Event Producer
Frequently Asked Questions
Do you support freelance event producers in California?
Yes. Whether you run solo or have a team, we tailor reports to your business model.
Do you handle 1099 contractor tracking in California?
Yes. We help identify and summarize 1099-eligible vendors for end-of-year reporting.
How quickly can you catch up overdue books in San Jose?
Most backlogs in San Jose are caught up within 1–3 weeks depending on the volume and duration.
Is your service a good fit for small boutique planners in San Jose?
Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.
Do you handle vendor reimbursements and expenses in 95134?
Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 95134.
Can you provide financials for loan or grant applications in San Jose?
Yes. Our reports are formatted for lenders, funding programs, and business certifications.
Can I upload contracts, invoices, and receipts from 95134 events?
Yes. Use our secure portal to upload any supporting documentation by event or vendor.
Can you track deposits and final payments separately in San Jose?
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job.
Do you provide bookkeeping for wedding planners in San Jose, California?
Yes. We support planners in San Jose, California with bookkeeping that tracks deposits, expenses, and vendor payments by event.
Do you offer short-term or seasonal bookkeeping in 95134?
Yes. We offer both ongoing and short-term support for seasonal wedding and event businesses.
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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.
- Bookkeeping Services
- Monthly Bookkeeping
- QuickBooks Bookkeeping
- White-Label Bookkeeping
- E-Commerce Bookkeeping
- Dental/Medical Bookkeeping
- Real Estate Bookkeeping
- Outsourced Bookkeeping
- Accounting Services Overview
- QuickBooks Cleanup
- Bookkeeping for Event Planners
- Common Bookkeeping Mistakes Event Planners Make
- Outsourced Bookkeeping for Event Planners
- Catch-Up Bookkeeping
- ZIP codes served in state
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Bookkeeping for Planners & Producers in San Jose, 95134 trust our event planners for trust accounting and compliance.