Bookkeeping for Planners & Producers in Potomac, MD 20854

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

In the 20854 area of Potomac , 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 Potomac 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:

Responsive and accurate, great team for my coordination business.

Emily S, Event Manager

Super clear reports I can share with both my CPA and my clients.

Tasha K, Wedding Designer

They understand the seasonality and financial flow of the events business.

Andrew V, Event Consultant

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

Yes. We support planners in Potomac, Maryland with bookkeeping that tracks deposits, expenses, and vendor payments by event.

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

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

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 20854.

Yes. We help wedding and event professionals in 20854 clean up and organize QuickBooks for reliable, tax-ready reports.

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

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

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

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Bookkeeping for Planners & Producers in Potomac, 20854 trust our event planners for trust accounting and compliance.