We untangle messy bookkeeping for wedding and event planners so you can make decisions from numbers you trust.
The wedding / event planning business bookkeeping problems we fix every week:
Retainers for next season spent this season — the classic planner cash trap.
Money that flows through you to venues and florists inflates revenue and hides your real fee.
Without event-level tracking you can’t tell a dream client from a loss-maker.
Two minutes on the form below — no documents needed yet.
We review your books and give you a fixed plan and price. We separate retainers from earned income, net out vendor pass-throughs, and set up per-event profitability tracking.
Backlog cleared, every account reconciled, and a before/after report you (and your CPA) can act on.
We separate retainers from earned income, net out vendor pass-throughs, and set up per-event profitability tracking.
Every account reconciled and every anomaly documented before we change a thing.
The backlog cleared with industry-correct categories — not a generic chart of accounts.
A before/after summary and simple monthly rhythm so it stays clean.
If our assessment can’t show you exactly what’s wrong and what it costs to fix, the assessment costs you nothing — no obligation either way.
“I finally know my real fee per wedding after pass-throughs.”
“Next season’s deposits stopped masquerading as this season’s profit.”
Illustrative examples of typical client situations — not statements from specific named clients.
Tell us a little about the business — we reply within one business day.
Most cleanups finish in 2–4 weeks depending on backlog size and account volume.
Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.
No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.
Yes — projects/classes per event, with retainers held as liabilities until earned.
Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.
You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.