Bookkeeping for Planners & Producers in Santa Cruz, CA 95063
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 95063 area of Santa Cruz , 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 Santa Cruz 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:
Finally — someone who understands event business bookkeeping.
– Hannah J, Event Planner
I run weddings year-round and now I finally understand where the money goes.
– Rachel L, Wedding Planner
Their team tracks caterers, florists, and rentals — I just focus on the big day.
– Olivia N, Wedding Coordinator
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.
Do you provide bookkeeping for wedding planners in Santa Cruz, California?
Yes. We support planners in Santa Cruz, California with bookkeeping that tracks deposits, expenses, and vendor payments by event.
How quickly can you catch up overdue books in Santa Cruz?
Most backlogs in Santa Cruz are caught up within 1–3 weeks depending on the volume and duration.
Do you support multi-event reporting across California seasons?
Yes. We group financials by month, quarter, or season and summarize by event type.
Can you clean up my QuickBooks file in 95063?
Yes. We help wedding and event professionals in 95063 clean up and organize QuickBooks for reliable, tax-ready reports.
What if I don’t use QuickBooks in 95063?
We’ll help you set up QuickBooks Online or migrate from spreadsheets or other tools.
Can you provide financials for loan or grant applications in Santa Cruz?
Yes. Our reports are formatted for lenders, funding programs, and business certifications.
Can you track deposits and final payments separately in Santa Cruz?
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job.
Do you support freelance event producers in California?
Yes. Whether you run solo or have a team, we tailor reports to your business model.
Is your service a good fit for small boutique planners in Santa Cruz?
Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.
Simplify your Finances Today - Book a Free Consultation Now
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 Santa Cruz, 95063 trust our event planners for trust accounting and compliance.