Our Services
“Success doesn’t come from what you do occasionally. It comes from what you do consistently.”
Financial Management
Are you overwhelmed by your business financials? Let us help you bring clarity and organization to your financial management. Imagine a streamlined process where your income, expenses, and budgets are neatly organized and readily accessible. No more spending hours upon hours trying to make sense of it all! We specialize in transforming the way you handle your finances, making it simple and stress-free.
Monthly Financial Management Services Include:
Monthly Bookkeeping Services
Invoicing & Payment Tracking
Payroll & Contractor Management
Expense Management & Tracking
Software Setup and Training
Budget Management
Are you a wedding or event planner dreaming of growing your business and one day expanding your team? Do you know that you want to bring in more revenue, but you don’t know how? Do you know ROI (Return-on-Investment) is a big deal and something you should be focusing on, but you have no idea where to start? Do you ever wish you had a Fairy Godmother (Accountant version) who blesses you with answers to your questions? Our CFO services offer the insights you need to achieve your goals confidently, and we’ll celebrate your milestones with you when you do!
Virtual CFO Services Include:
Monthly Bookkeeping and Financial Management Services
Monthly Customized Financial Reports
Profit Strategizing
Cash Flow Management & Projections
Monthly Strategy Meetings via Zoom
Growth Goals and Strategizing
Personal CFO
Bookkeeping
As an event planner, you often juggle multiple payments and receipts at the same time. Payments from clients, vendor costs, deposits, and event expenses can make keeping track of finances complicated. You thought DIY bookkeeping would be easy, but instead, it is overwhelming and a time thief.
Our client-focused monthly bookkeeping services are thoughtfully designed specifically for your needs. We truly understand that your time is incredibly precious and what you really want to be doing is expressing your creativity by giving your clients the event of their dreams.
If all you want is a reliable, affordable, easy-to-use bookkeeping system that keeps you on top of invoices, expenses, and taxes without getting bogged down in paperwork, then this is where we joyfully step in to assist you.
Monthly Bookkeeping Services Include:
Reconciliations of Checking, Credit Card, and Savings Accounts
Recording and Categorizing Transactions
General Ledger Maintenance
Monthly Financial Reports
Software Management
Audit Support
