Bookkeeping for Planners & Producers in Plano, TX 75086

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

In the 75086 area of Plano , 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 Plano 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:

They split payments, deposits, and vendor fees clearly. Huge win for my team.

– Kevin T, Event Producer

They gave me financial clarity across both my decor and planning services.

– Sofia M, Event Decor Specialist

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

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

Yes. We help wedding and event professionals in 75086 clean up and organize QuickBooks for reliable, tax-ready reports.

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

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

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

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

Yes. Use our secure portal to upload any supporting documentation by event or vendor.

Yes. We categorize and track caterers, decorators, staff, rentals, and other vendors in 75086.

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

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

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Bookkeeping for Planners & Producers in Plano, 75086 trust our event planners for trust accounting and compliance.