Bookkeeping for Planners & Producers in San Rafael, CA 94912

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

In the 94912 area of San Rafael, 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 Rafael 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 Rafael last year.

– San Rafael, California

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

– San Rafael, California

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

– San Rafael, California

Frequently Asked Questions

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

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

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 94912.

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Bookkeeping for Planners & Producers in San Rafael, 94912 trust our event planners for trust accounting and compliance.