Bookkeeping for Planners & Producers in Santa Cruz, CA 95064

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

In the 95064 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.

Where Event Planner Bookkeeping Fits in Your Santa Cruz, CA 95064 Workflow Event planners in Santa Cruz, CA 95064:

  • Clean up past client and vendor activity
  • Reconcile deposits, reimbursements, travel, and event expenses
  • Track event profitability and budgets monthly
  • Add bookkeeping or CPA support as demand grows

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 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:

Love their flat pricing and the ability to track each event separately.

Daniel C, Event Services Owner

Their team tracks caterers, florists, and rentals, I just focus on the big day.

Olivia N, Wedding Coordinator

Best bookkeeping service I’ve used since I started in the event industry.

Nicole H, Wedding Planner

Trusted by thousands of businesses, see what our customers say.

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Frequently Asked Questions

You can get an instant quote online or request a callback within 1 hour.

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

We prepare tax-ready books and coordinate with your CPA for filing.

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

Most backlogs in Santa Cruz are caught up within 1–3 weeks depending on the volume and duration.

We’ll help you set up QuickBooks Online or migrate from spreadsheets or other tools.

Yes, we serve clients remotely near 95064 and surrounding areas.

No. We offer flexible, month-to-month service. Cancel or pause with 30 days’ notice.

Yes. We support planners in Santa Cruz, California with bookkeeping that tracks deposits, expenses, and vendor payments by event.

Yes. We offer both ongoing and short-term support for seasonal wedding and event businesses.

Not sure what your Event Planners Business in Santa Cruz should do next?

Most event planners businesses in Santa Cruz, CA follow three steps:

  1. Catch up and clean up old books,
  2. Move into a monthly bookkeeping plan,
  3. Add accounting or CPA support when needed.

Owners in Santa Cruz often also compare:

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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.

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Bookkeeping for Planners & Producers in Santa Cruz, 95064 trust our event planners for trust accounting and compliance.