Industry expertise

Events& Creative Businesses

Know the Profit on Every Event and Client.

Event planners, marketing agencies and creative studios deal with deposits, project billing and irregular income. We give you a clear picture of each project's profit.

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What's included

  • Project and client profitability
  • Deposits and prepaid income
  • Contractor and vendor payments
  • Seasonal cash flow clarity
  • Open invoices and balances due
  • Vendor payments organized by project
Common challenges

Common Bookkeeping Challenges in Events & Creative Businesses

Deposits arrive months before the event, vendors are paid in bursts, and one busy weekend can hide a slow quarter. Without a clear view by project, it is easy to keep taking work that never pays you well.

Deposits and prepaid work

Money received before the event is counted as income too early.

Income in the right month.
Profit per project

Vendor and contractor costs are not matched to the client.

Real profit per project.
Many contractors

Freelancers and vendors need proper records.

1099-ready records.
Uneven cash flow

Busy and slow seasons make planning hard.

A clearer picture of the months ahead.
Our process

A Rhythm That Follows Your Event Calendar

Your busiest weeks are the worst time for bookkeeping. We keep a steady monthly routine, so bookings, deposits and vendor payments are already organized before the next event begins.

01Get Your Information

Send us your booking list, bank and card statements, vendor invoices and contracts. We ask only for what we need, and nothing else.

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02Organize & Record

We record deposits as prepaid income until the work is done, and tag each cost to the event or client it belongs to.

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03Reconcile & Review

We reconcile your bank accounts, deposits and vendor payments to the statements and follow up on anything that does not match.

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04Ongoing Support

Each month you see profit by project, who owes you and where cash is headed, with answers when you have questions.

Reports we suggest

Reports That Show Which Projects Pay Off

Profit by projectWhich events or clients pay off
Cash flow summaryMoney in and out each month
Vendor spendWho you pay and how much
Open invoicesWhat clients still owe
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