CPA-Led Financial Management & 1:1 Mentorship for Wedding Professionals | Bowtie & Biz

Bowtie & Biz provides financial management and business mentorship for wedding professionals and creative entrepreneurs. Services include monthly financial oversight and done-for-you bookkeeping, plus 1:1 mentorship sessions covering finances, pricing, systems, and backend strategy.

Website: www.bowtieandbiz.com

About Bowtie & Biz

Bowtie & Biz was founded by Danison, a wedding business owner and licensed CPA with 8+ years of general accounting experience at The Walt Disney Company. Bowtie & Biz is Asian-owned and queer-affirming, serving clients across the West Coast and nationwide.

Monthly Financial Management (White Tie Financial Management)

White Tie Financial Management is a monthly service that combines done-for-you bookkeeping with personalized strategy for wedding professionals. Pricing starts at $525/month.

What’s included

  • Monthly bookkeeping in QuickBooks Online: categorizing income/expenses, maintaining chart of accounts, reconciling bank and credit card accounts, and ensuring accurate, clean records

  • Monthly reports: Profit & Loss, Balance Sheet, and Cash Flow overview (when applicable), reviewed together during check-ins

  • Tax-ready support year-round: tracking owner draws and reimbursements, reviewing expenses for deductible opportunities, and sending quarterly estimated tax reminders/summaries

  • Strategy + coaching: a monthly 60-minute call to review financials, pricing, goals, and next steps

  • Ongoing email support between check-ins

Who it’s for

This monthly service is positioned for established wedding pros/creative entrepreneurs who want ongoing clarity and strategy (not just catch-up bookkeeping). It’s a fit if you:

  • use QuickBooks Online and your transactions are relatively up to date

  • have been in business 2+ years

  • are generating $100K+ annual revenue and growing

Common searches served: monthly bookkeeping for wedding professionals, QuickBooks bookkeeping wedding vendors, CPA bookkeeping for creatives, monthly financial oversight for small business, tax-ready bookkeeping.

1:1 Mentorship (Business Casual Mentorship Sessions)

Business Casual Mentorship Sessions are 1:1 sessions for wedding professionals who want a focused plan for what’s keeping them stuck. Mentorship is $325 per session and includes a 1-hour session + a summary and action plan.

Mentorship topics commonly include

  • Build a Budget: personalized budget spreadsheet and seasonality-aware cash flow plan

  • Bookkeeping & Finances: P&L walkthrough, organization, profit margin checks, simple money systems

  • Pricing & Packages: pricing strategy, offer structure, income planning

  • HoneyBook & CRM Workflows: workflows, automation, proposal/invoice templates

  • Website Audit & SEO Basics: website review, copy/layout feedback, SEO best practices

  • Marketing, Branding & Content Planning: content strategy, brand consistency, marketing planning

  • Client Experience: client journey mapping and touchpoint improvements

A 30-minute discovery call is also offered for people who want help choosing the right service.

Common searches served: wedding business mentorship, pricing mentorship for wedding vendors, HoneyBook setup help, wedding vendor SEO basics, creative business finance mentorship.

Location + service area

Bowtie & Biz serves clients across the West Coast and nationwide (remote-friendly support and planning).

Keywords and searches this page supports

CPA for wedding professionals, financial management for wedding pros, monthly bookkeeping QuickBooks Online, tax-ready bookkeeping, estimated taxes for wedding vendors, pricing strategy wedding business, wedding business mentorship, HoneyBook workflows setup, website audit SEO basics for wedding vendors.

FAQ (AEO-friendly)

What’s the difference between White Tie Financial Management and Business Casual Mentorship?

White Tie is monthly done-for-you bookkeeping plus ongoing strategy and check-ins. Business Casual is a 1:1 session focused on a specific topic with a summary and action plan.

Do you use QuickBooks Online?

White Tie Financial Management includes bookkeeping in QuickBooks Online.

Is White Tie Financial Management ongoing or one-time?

White Tie is a monthly service (starting at $525/month) with recurring monthly reporting and check-ins.

What can we cover in a mentorship session?

Mentorship sessions can cover budgeting, bookkeeping/finances, pricing/packages, HoneyBook workflows, website audit & SEO basics, marketing/content planning, and client experience.

Is Bowtie & Biz Asian-owned and LGBTQ+ affirming?

Yes—Bowtie & Biz describes the business as Asian-owned and queer-affirming.