Strategic Bookkeeping for Event Planners

We help event planners all over the nation prepare & maintain their financial records from our offices in Brookfield, Milwaukee & Madison, WI.

Affordable, Stress-Free Accounting for Successful Event Planning

We simplify bookkeeping & financial planning for event planners.

Orchestrating a flawless event requires meticulous planning, attention to detail and brilliant problem-solving - leaving little bandwidth or time for financial management. Between juggling vendors, managing timelines and ensuring client satisfaction, it’s understandable how tracking expenses, invoicing and maintaining books can fall by the wayside. However, neglecting your finances restricts cash flow and can snowball into serious legal consequences.

Giersch Group’s affordable bookkeeping services allow event planners to offload the burden to professionals. We’ll ensure accurate books, timely invoicing and insightful financial reporting tailored to your key concerns. Our creative industry expertise highlights the most important metrics for your event planning firm’s profitability and growth.

Our unique bookkeeping approach delivers unmatched value for small-to-midsized businesses. With flexible, scalable services, you only pay for what you need while benefiting from comprehensive financial management. As a 100% virtual firm, we can support event planners nationwide.

Start with a free consultation to experience our client-centric process firsthand. You’ll receive a custom financial dashboard and walkthrough of your fiscal landscape. We go beyond recording numbers by extracting strategic insights to facilitate intelligent decision-making for long-term business growth.

Financial Statements for Event Planning Companies

We recommend event planning firms migrate to QuickBooks™ Online or another cloud-based accounting platform. Our team can give you a fresh start, clean up existing books or provide supplementary training to fully leverage the capabilities of your software.

You'll get regular financial statements plus insights on how to use the data to make better business decisions.

Our streamlined processes ensure seamless invoicing, payments, payroll and real-time data entry - making financial management painless. You’ll benefit from:

• Balance sheets for each period
• Income statements (current period and YTD vs budget/prior period)
• Cash flow statements
• Financial ratios dashboard

Whether you need monthly, quarterly or annual reporting packages, we deliver comprehensive accrual-based financials. We take it further by making valuable insights easy to understand - fostering a healthy relationship with the numbers driving your bottom line.

Event management requires nuanced analysis like customized charts of accounts, P&L scenarios and cash flow modeling. Whatever your needs, we’ll tailor our services accordingly as a strategic financial partner. You get professional-grade financials, contextual intelligence and consulting to illuminate opportunities and optimize your firm’s profitability.

Full-Service Financial Support for Event Planners

Many members of the Giersch Group team have entrepreneurial roots and firsthand experience in the hustle of small business ownership. We understand the relentless work for little initial reward. We provide scalable accounting services to align with each client’s level of need:

• Outsourced CFO/Controller guidance
• Comprehensive payroll and HR solutions
• Accounts payable/receivable management
• Strategic business reviews and consulting
• Budget forecasting and financial modeling
• Sales/use tax compliance
• Succession planning

To supplement our services, we offer an extensive library of articles, whitepapers and resources covering cash flow management, pricing strategies, internal controls, marketing tactics and much more for event industry professionals.

Have a question we haven’t answered yet? We’re just a call away for a complimentary 30-minute consultation at our Milwaukee, Brookfield or Madison offices.
Whether you need full-service accounting or support in target areas, Giersch Group becomes a knowledgeable extension of your team. Our event management expertise ensures you receive elite financial management aligned with your business’s trajectory.

Bookkeeping services for event planners in Wisconsin & beyond

Our 100% virtual outsourced bookkeeping and virtual CFO services are available anywhere in the nation. We have three southeast Wisconsin locations to best serve your Milwaukee, Dane, Ozaukee, Washington, and Waukesha County based business.

Milwaukee County bookkeepers serving: Downtown Milwaukee, Shorewood, Whitefish Bay, Glendale, Fox Point, River Hills, Brown Deer, Granville, Butler, Wauwatosa, West Allis, Greenfield, Hales Corners, Greendale, Franklin, Oak Creek, South Milwaukee, Cudahy, St. Francis & everywhere in between.

Dane County bookkeepers serving: Madison, Middleton, Waunakee, Windsor, Sun Prairie, Cottage Grove, McFarland, Fitchburg, Verona, Riley, Pine Bluff, Cross Plains, Springfield Corners, Black Earth, Mazomanie, Mt. Horeb, Belleville, Rutland, Stoughton, Kengosa, Deerfield, Monona & everywhere in between.

Ozaukee County bookkeepers serving: Mequon, Thiensville, Cedarburg, Lakefield, Grafton, Saukville, Port Washington, Knellsville, Newburg, Waubeka, Fredonia, Holy Cross, Belgium, Dacada & everywhere in between.

Waukesha County bookkeepers serving: Waukesha, Brookfield, New Berlin, Muskego, Big Bend, Vernon, Mukwonago, Jericho, Eagle, North Prairie, Saylesville, Genesee Depot, Ottawa, Wales, Dousman, Delafield, Oconomowoc, Monterey, Nashotah, Hartland, Merton, Town of Lisbon, Sussex, Lannon, Menomonee Falls, Butler, Pewaukee & everywhere in between.

Washington County bookkeepers serving: Germantown, Hubertus, Richfield, Thompson, Ackerville, Hartford, Kirchhayn, Jackson, Cedar Creek, Slinger, Cedar Lake, St. Lawrence, Allenton, Addison, St. Anthony, Kohlsville, Wayne, Kewaskum, Boltonville, Fillmore, Cheeseville, Young America, West Bend, Nabob and everywhere in between.

Plan an event with us

The Giersch Group has helped hundreds of small, medium, and family-owned businesses and nonprofit organizations create a healthy relationship with numbers and thrive. We know what questions to ask event planning professionals, and how to create an effective plan based on your budget and priorities. All services from the Giersch Group are 100% online and available to event planners nationwide.

Contact us online or call today to book your free initial consultation.

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