Bookkeeping for Planners & Producers in San Jose, CA 95136
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 95136 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:
They cleaned up my QuickBooks, sorted deposits, and made taxes easy in 95136.
– 95136, California
They understand the seasonality and flow of events in California.
– California
Love their flat pricing and ability to track each event separately in San Jose.
– San Jose, California
Frequently Asked Questions
Do you work with platforms like HoneyBook, Square, and Stripe in California?
Yes. We reconcile income from platforms used by planners across California for accuracy and cash flow visibility.
What if I don’t use QuickBooks in 95136?
We’ll help you set up QuickBooks Online or migrate from spreadsheets or other tools.
Do you handle 1099 contractor tracking in California?
Yes. We help identify and summarize 1099-eligible vendors for end-of-year reporting.
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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
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Bookkeeping for Event Planners
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Common Bookkeeping Mistakes Event Planners Make
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Outsourced Bookkeeping for Event Planners
Catch-Up Bookkeeping
ZIP codes served in state
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Bookkeeping for Planners & Producers in San Jose, 95136 trust our event planners for trust accounting and compliance.