Bookkeeping for Planners & Producers in West Palm Beach, FL 33404

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

In the 33404 area of West Palm Beach , 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 West Palm Beach, FL 33404 Workflow Event planners in West Palm Beach, FL 33404:

  • 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 West Palm Beach 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

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

Olivia N, Wedding Coordinator

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

Josh B, Event Director

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

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

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.

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

Yes, we serve clients remotely near 33404 and surrounding areas.

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 33404.

Yes. Our reports are formatted for lenders, funding programs, and business certifications.

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

Not sure what your Event Planners Business in West Palm Beach should do next?

Most event planners businesses in West Palm Beach, FL 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 West Palm Beach 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 West Palm Beach, 33404 trust our event planners for trust accounting and compliance.