Bookkeeping for Planners & Producers in Santa Rosa, CA 95409

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

In the 95409 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 95409 Workflow Event planners in Santa Rosa, CA 95409:

  • 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 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:

We reconciled all vendor payments across 24 weddings last year, smooth and stress-free.

Josh B, Event Director

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

Olivia N, Wedding Coordinator

Responsive and accurate, great team for my coordination business.

Emily S, Event Manager

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

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Frequently Asked Questions

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

Yes. We reconcile income from platforms used by planners across California for accuracy and cash flow visibility.

Yes. We help wedding and event professionals in 95409 clean up and organize QuickBooks for reliable, tax-ready reports.

Yes, we serve clients remotely near 95409 and surrounding areas.

Most small businesses pay between $150–$300 per month.

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 95409.

Yes. We support planners in Santa Rosa, 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.

Yes. We work with solopreneurs, part-time planners, and boutique coordination firms of all sizes.

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

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

Most event planners businesses in Santa Rosa, 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 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, 95409 trust our event planners for trust accounting and compliance.