Bookkeeping for Planners & Producers in Tracy, CA 95377

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

In the 95377 area of Tracy , 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 Tracy 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:

Even my venue partners now refer them. Great experience.

Ben R, Venue Manager

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

Josh B, Event Director

I run weddings year-round and now I finally understand where the money goes.

Rachel L, Wedding Planner

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

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Frequently Asked Questions

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

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

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

Yes. Whether you run solo or have a team, we tailor reports to your business model.

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

Yes. We support planners in Tracy, 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. Our reports are formatted for lenders, funding programs, and business certifications.

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.

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Bookkeeping for Planners & Producers in Tracy, 95377 trust our event planners for trust accounting and compliance.