For the planner

You didn't build a planning business to lose money on beautiful days.

Deposits, vendors, and event P&Ls that close clean. Fixed fee. Free assessment.

Get my free cleanup assessment
Steven Palmieri · Dallas, TXbooks cleanup specialistsConfidential — your data stays yoursAssessment within 2 business days

If this is your week…

You're not bad at business. The books just stopped telling the truth about clients and event days.

💍

Deposits and final payments blur

Client money in, vendor money out — and the event never gets a true P&L.

🧾

Vendor timing wrecks cash

You look busy and broke at the same time because the books never show timing.

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Seasonality hides the real year

Peak months feel rich; off-season reveals the truth. You need both in one view.

How it works

1

Tell us where it hurts

Two minutes. No document dump. Just the truth about how behind it feels.

2

Free assessment

We rebuild around events, deposits, and vendors — so every wedding has a close.

3

We clean it up

Backlog cleared. Accounts reconciled. A before/after report you — and your CPA — can act on.

The Wedding / Event Planning Business Books Cleanup Package

Event-business cleanup: every client, every vendor, every day with a number.

Full diagnostic review

Every account reconciled and every anomaly documented before we change a thing.

Catch-up categorization

The backlog cleared with industry-correct categories — not a generic chart of accounts.

Clean handoff report

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.

Get my free cleanup assessment

Wedding / Event Planning Business owners like you

“I finally know my real fee per wedding after pass-throughs.”

— Owner, full-service planner

“Next season’s deposits stopped masquerading as this season’s profit.”

— Owner, destination events studio

Illustrative examples of typical client situations — not statements from specific named clients.

Get your free cleanup assessment

Tell us a little about the business — we reply within one business day.

We’ll only use this to respond about your books. No spam, ever.

Common questions

How long does a cleanup take?

Most cleanups finish in 2–4 weeks depending on backlog size and account volume.

What does it cost?

Fixed fee, quoted after the free assessment — based on months behind, accounts, and transaction volume. No hourly surprises.

Do you replace my CPA?

No — we make your CPA’s job easier (and often cheaper) by handing them clean, reconciled books.

Can you track profitability per event?

Yes — projects/classes per event, with retainers held as liabilities until earned.

Will you judge the mess?

Never. Messy books are a symptom of a busy business. Fixing them is literally what we do all day.

What happens after the cleanup?

You get a simple monthly closing rhythm — keep it in-house or have us maintain it. Your choice, no lock-in.