Bookkeeping & Advisory Services for Wedding & Event Businesses
We're the bookkeeping team built specifically for wedding planners, photographers, florists, venues, and other creative entrepreneurs in the wedding and event industry. Whether you're cleaning up the past, starting fresh, or ready for deeper financial partnership, we'll help you understand your numbers and run a stronger business.
After you submit our short contact form, we'll review your details and reach out within two business days to schedule a Right Fit Call.
How Working With Us Works
Every engagement follows the same simple path.
No surprise pricing, no guessing which package you need.
1. Contact Us
You fill out a short form telling us about your business, your current setup, and what's getting in the way. It takes less than 1 minute.
2. Internal Review
We review your submission to make sure we're a strong fit for your stage and industry. If we're not the right team for you, we'll point you toward someone who is.
3. Right Fit Call
A 45-minute conversation where we get to know your business, answer your questions, and confirm whether moving forward makes sense for both of us.
4. Diagnostic Review
Before we recommend services, build a proposal, or talk pricing, we run a Diagnostic Review of your books and systems. This is how we make sure our recommendations actually fit your business - not a generic package.
After the Diagnostic Review, we'll recommend the right next step.
Setup, Cleanup, Monthly Bookkeeping, Advisory, or some combination.
Not Sure
Where to Start?
Most business owners don't arrive knowing whether they need a cleanup, a fresh setup, monthly support, or something deeper. That's exactly why the Diagnostic Review exists. It's the one step every serious client takes before we recommend anything else.
If you're brand new and just need a clean foundation in QuickBooks Online, our Setup Service may be the right starting point on its own. If you're already operating, behind on books, or unsure what's accurate - start with a Diagnostic.
Tell us a little about your business and we'll guide you to the right starting point.
Diagnostic Review
The starting point for every serious engagement. A clear, expert look at where your books stand today and what it'll take to get them where you need them.
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Company setup in your bookkeeping software
Bank and credit card connections, feeds, and reconciliations
Chart of accounts structure
Customer and vendor lists
Financial reports for accuracy and errors
Connected apps and integrations
Sales tax setup (if applicable)
Overall workflow and any gaps in your current system
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A written summary of what's working, what isn't, and a clear recommendation for next steps - whether that's Setup, Cleanup, Monthly Bookkeeping, Advisory, or a combination. If we're not the right fit, we'll tell you that too.
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Any wedding or event business owner ready to get serious about their financial systems - whether you've been DIY-ing for years or inherited a mess from a previous bookkeeper.
Pricing for the Diagnostic Review is discussed on the Right Fit Call once we understand your setup.
Setup Services
A clean financial foundation, built right the first time. Best for newer wedding and event businesses ready to leave spreadsheets behind, or established businesses moving to QuickBooks Online or Xero for the first time.
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QuickBooks Online or Xero account setup
Custom chart of accounts built for wedding and event businesses
Bank and credit card connections
Beginning balance entry
Sales tax setup (where applicable)
Vendor and customer list import
A 60-minute virtual training session so you actually know how to use the system
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New businesses ready to start on solid footing
Owners switching from spreadsheets, paper, or a different platform
Anyone who wants a customized QuickBooks Online or Xero setup without the trial-and-error
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If you already have a QuickBooks Online or Xero file that's out of date or inaccurate, you likely need our Cleanup Service first. The Diagnostic Review will confirm which path fits your situation.
New businesses can often move directly into Setup. We'll confirm on your Right Fit Call.
Catch-Up & Cleanup
Behind on your books, inherited a messy QuickBooks or Xero file, or never quite caught up after a busy season? We bring your books current and accurate so you can move forward with confidence.
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A full review of your existing QuickBooks or Xero file or records
Reconciling bank and credit card accounts through the catch-up period
Correcting miscategorized transactions
Rebuilding or refining your chart of accounts where needed
Fixing duplicate entries, broken feeds, and reporting errors
A clean, accurate set of financial reports for the catch-up period
Documentation of what was fixed and how
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Owners who haven't reconciled in months (or years)
Businesses preparing for tax season with disorganized records
Anyone transitioning from a previous bookkeeper and unsure what's accurate
Owners ready to move into Monthly Bookkeeping but needing a clean starting point first
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Cleanup scope varies enormously based on how far behind your books are, how many accounts and transactions are involved, and the state of your existing records. That's why every Cleanup engagement is scoped after the Diagnostic Review - so you get an accurate quote, not a guess.
We'll start with a Diagnostic Review to scope the work accurately before quoting.
Monthly Bookkeeping
Once your books are clean and your systems are right, Monthly Bookkeeping keeps everything running. You stop worrying about reconciliations, categorization, and reporting - and start actually using your numbers to run your business.
Monthly recordkeeping and reconciliations
Clean, on-time financial reports
Receipt management and a secure client portal
Compliance reminders
An annual year-end financial review
Direct access to a real bookkeeper who knows your industry
What every Monthly Bookkeeping client gets
Three right-fit tiers
We offer three tiers — Starter, Growth, and Executive — designed to match different stages of business size, complexity, and the level of insight you need. We don't ask you to pick one off a menu. After the Diagnostic Review, we'll recommend the tier that fits your actual transaction volume, account count, and goals.
Starter
For solopreneurs and earlier-stage businesses who need accurate books and clean reports without full advisory yet.
Growth
For businesses scaling into the mid-six-figures who want monthly reporting, KPI snapshots, and quarterly check-ins.
Executive
For mature businesses ready for monthly strategy calls, custom KPI dashboards, budget planning, and CPA coordination.
Final pricing is recommended after your Diagnostic Review based on your specific transaction volume, accounts, and reporting needs.
We'll start with a Right Fit Call, then a Diagnostic, then recommend the right tier.
Client Advisory
Services (CAS)
For business owners ready to move beyond clean books and into real financial strategy. CAS is a true partnership - we work alongside you each month to translate your numbers into clear targets, forecasts, and next steps that move your business forward.
How CAS engagements start
CAS follows the same client-first path as the rest of our services, with one important difference: instead of a Diagnostic Review of your books, we run a Financial Assessment of your business.
1. Right Fit Call
A conversation to understand your business, your goals, and what kind of financial partnership you're looking for.
2. Financial Assessment
A deeper look at your financial picture, systems, reporting, and where the real opportunities and risks are.
3. Assessment Review Meeting
We walk you through what we found, outline a recommended CAS engagement, and share pricing and next steps.
We walk you through what we found, outline a recommended CAS engagement, and share pricing and next steps.
How we work together each month
Every CAS engagement is built around a six-step framework we run together - first to set the foundation, then on a repeating monthly rhythm.
To start, we co-create the foundation:
Set targets — We co-create specific financial targets tied to your personal and professional goals. Your numbers should serve your life, not the other way around.
Update actuals — We bring your business actuals current and accurate so every decision is based on real data.
Build forecasts — We model where your business is heading based on bookings, seasonality, and your targets.
Score the business — We set a clear score that shows how the business is performing against your targets.
Co-create objectives — Together we define the objectives that will move the score in the right direction.
Co-create next steps and ownership — Every objective gets specific next steps and a clear owner — so nothing lives in a "someday" pile.
Each month, we run the same cycle: update actuals, refresh forecasts, score against targets, review and update objectives, and set the next round of action steps and ownership.
Each year, we step back together and set new targets — so the framework grows with your business.
What CAS includes
A dedicated advisor who knows the wedding and event industry
Monthly working sessions following the six-step framework
Cash flow forecasting tailored to seasonal wedding and event revenue
Profitability analysis by service line, package, or client type
Pricing strategy support — so you stop underpricing your work
Budgeting, variance analysis, and goal-setting
Owner pay and distributions planning
KPI dashboards built around the metrics that actually matter for your business
Annual target-setting to keep the framework aligned with where your business is heading
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CAS is for established wedding and event businesses ready for a true financial partner - not just a bookkeeper. Most CAS clients are past their first inflection point, running a team, and ready to make decisions based on data instead of gut.
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CAS depends on accurate, current books — but it doesn't have to be our bookkeeping. You can:
Bundle CAS with our Monthly Bookkeeping - the simplest path, with one team handling everything end-to-end.
Bring your own bookkeeper - we'll work alongside your existing internal or external bookkeeper, as long as your books are accurate and current.
We'll talk through which setup makes the most sense for you during the Right Fit Call.
We'll start with a Right Fit Call, then a Financial Assessment, then walk you through findings and pricing at the Assessment Review.
Frequently Asked Questions
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We don't. We focus exclusively on bookkeeping and advisory work - which means we do those things really well. We'll happily coordinate with your CPA at year-end, and we can refer you to tax professionals we trust if you need one.
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Yes. We work in QuickBooks Online and Xero because they're the right tools for the businesses we serve. If you're not on either yet, our Setup Service will get you there.
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Because every business is different. Transaction volume, account complexity, app integrations, and the state of your existing records all affect what we'd actually be doing for you. A Diagnostic Review gives us - and you - a real picture before any pricing conversation.
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It depends on how far behind you are and how messy the existing records are. Most cleanups land between 4 and 8 weeks. The Diagnostic Review gives us a defensible scope and timeline before we start.
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We don't take on monthly clients without a Diagnostic Review first. It's not a sales hurdle - it's how we make sure we're recommending the right tier, scope, and starting point. It also protects you from paying for the wrong package.
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Monthly Bookkeeping keeps your books clean, current, and reportable. CAS uses accurate books to drive forecasting, pricing, profitability, and strategy through a monthly six-step framework we run together. CAS can be bundled with our Monthly Bookkeeping or layered on top of an outside bookkeeper - as long as your books are accurate and current.
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No. We're happy to bundle CAS with our Monthly Bookkeeping if that's the cleanest path for you, but plenty of our CAS clients work with an outside bookkeeper or have an in-house person. What matters is that the books are accurate and current - we'll confirm that during the Financial Assessment.
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Almost exclusively. We occasionally take on adjacent creative businesses (industry speakers, course creators, etc.) when there's a strong fit, but the wedding and event industry is our specialty and where we add the most value.
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Setup ($265) and Diagnostic Reviews ($295) have published starting prices we'll confirm on your Right Fit Call. Cleanup, Monthly Bookkeeping, and CAS are all scoped after the relevant assessment (Diagnostic Review for bookkeeping services, Financial Assessment for CAS) based on your actual situation. We're transparent about pricing - we just don't quote blind.
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Within two business days, we'll review your submission and reply with next steps. If we're a fit, we'll send a link to schedule a 45-minute Right Fit Call. If we're not the right team for you, we'll tell you and try to point you somewhere helpful.
Ready to
Get Started?
Every great engagement starts the same way - a short contact form, a quick internal review, a Right Fit Call, and a Diagnostic Review. From there, we'll recommend the right service mix for your business. No pressure, no guesswork, no generic packages.
After you submit the contact form, we'll review your details and reach out within two business days to schedule your Right Fit Call. If we're not a fit, we'll let you know quickly and point you toward someone who is.