Financial Management for Wedding Professionals

Because your business deserves more than messy spreadsheets and crossed fingers come tax season.

“White Tie” Financial Management

Your wedding business runs on beauty, intention, and next-level experiences — your finances should feel the same. That’s where I come in.

White Tie Financial Management is your monthly done-for-you bookkeeping plus personalized strategy built for wedding professionals. It’s more than just numbers on a spreadsheet — it’s clarity, confidence, and accountability from someone who gets your world.

I know how important that white glove experience is for your clients. With me? It’s white tie — tailored, hands-on, and always a little extra.

starting at $525/month

BOOK A FREE DISCOVERY CALL

What’s Included?

  • Every month, I’ll handle the full categorization of your income and expenses in QuickBooks Online, maintaining your chart of accounts, reconcile your bank and credit card accounts, and make sure your books are buttoned-up and accurate. No stress, no guesswork—just clean records that make sense.

  • You’ll receive monthly financial reports you can actually read and use:

    • Profit & Loss Statement

    • Balance Sheet

    • Cash Flow Overview (when applicable)

    We’ll go over them together in our monthly check-in call, so you always understand what’s working, what’s costing you, and what needs attention.

  • No more panicking during tax season. I track your owner draws, reimbursements, and review your expenses for tax-deductible opportunities. Plus, I’ll send you quarterly estimated tax reminders and summaries so you can save with confidence and skip the “surprise tax bill” drama.

  • Once a month, we’ll hop on a 60-minute call to walk through your financials, pricing, and goals. Whether you’re scaling up, pivoting your packages, or just want to feel less “ugh” about money, I’ll be there to guide, simplify, and cheer you on—CPA-style.

  • Got a question between check-ins? Need a quick clarification? You’ll have access to email support so you’re never left Googling “what does this transaction mean?” again.

Who White Tie Financial Management Is For?

This monthly financial management service is designed for established wedding pros and creative entrepreneurs who are ready for high-level clarity, strategy, and support—not just catch-up bookkeeping.

Here’s who this is perfect for:

  • You’re using QuickBooks Online and your transactions are relatively up to date

  • You’ve been in business for at least 2 years

  • You’re generating $100K+ in annual revenue and growing

  • You already have a bookkeeper or someone on your team (including yourself) inputting transactions—but you know you need more than categorization

  • You want a strategic partner—someone to help you review financial reports, understand where your money’s going, forecast your goals, and give honest insight

  • You’re ready to treat your business like a business

  • You’re not looking for “basic”—you want accountability, confidence, and white tie-level support from someone who actually gets this industry

  • You’re a kind human being, emphasis on the kind

SOUND LIKE YOU?

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