Bookkeeping for Planners & Producers in Santa Rosa, CA 95403
Simplified bookkeeping and stress-free tax prep for event planners, wedding professionals, and coordinators.
In the 95403 area of Santa Rosa , 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 Rosa, CA 95403 Workflow Event planners in Santa Rosa, CA 95403:
- 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
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 Rosa 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:
Best bookkeeping service I’ve used since I started in the event industry.
Nicole H, Wedding Planner
Love their flat pricing and the ability to track each event separately.
Daniel C, Event Services Owner
They split payments, deposits, and vendor fees clearly. Huge win for my team.
Kevin T, Event Producer
Frequently Asked Questions
Yes, we manage multi-site businesses under one unified account.
Yes. Use our secure portal to upload any supporting documentation by event or vendor.
Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.
Absolutely. We segment revenue by phase (deposit, balance) and tag transactions per job.
Most small businesses pay between $150–$300 per month.
Yes. We group financials by month, quarter, or season and summarize by event type.
We prepare tax-ready books and coordinate with your CPA for filing.
You can get an instant quote online or request a callback within 1 hour.
Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 95403.
Yes. Our reports are formatted for lenders, funding programs, and business certifications.
Not sure what your Event Planners Business in Santa Rosa should do next?
Most event planners businesses in Santa Rosa, CA follow three steps:
- Catch up and clean up old books,
- Move into a monthly bookkeeping plan,
- Add accounting or CPA support when needed.
Owners in Santa Rosa 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 Rosa, 95403 trust our event planners for trust accounting and compliance.