Skip to content
Case study · Hospitality & events
Wedding venue bookkeeping case study: 4 years of books caught up across 3 companies
A wedding venue owner in Washington State runs three related companies with about eight employees and around $1 million a year in revenue. When she came to Steingard the businesses were behind on taxes and receiving letters from the IRS and the state. We cleaned up more than four years of books across all three companies, and every quarterly filing now goes out on time with no penalties. Four years on, she is still a client.
At a glance
| Client | Wedding venue and wedding services, 3 related companies, about 8 employees, about $1M annual revenue |
| Location | Washington State (served remotely) |
| Services | Multi-year cleanup · IRS and state notice support · monthly bookkeeping for 3 companies · quarterly filings |
| Software | QuickBooks |
| Working together | 4 years, and still a client |
| Before Steingard | After |
|---|---|
| Behind on taxes across the businesses | More than 4 years of books cleaned up |
| Letters from the IRS and the state | Resolved; filings current |
| Paperwork disorganized | Books and records organized for all 3 companies |
| Penalties | None, every month |
The problem
The owner runs a wedding venue and two related wedding-services businesses. Between them they bring in about $1 million a year and employ around eight people.
She was well behind on her taxes and filings when she reached us, and letters were arriving from the IRS and the state about amounts owed. The books for all three companies needed to be brought current before any of that could be settled.
What we did
- Cleaned up more than four years of books across all three companies, which took most of a year.
- Organized the paperwork so that every company has complete records and every filing has what it needs.
- Settled the IRS and state letters and got each business current.
- Monthly bookkeeping and quarterly filings for all three companies, filed on time every quarter.
Results
| Measure | Result |
|---|---|
| Years of books cleaned up | 4+ |
| Companies | 3 |
| Time to finish the cleanup | Almost a year |
| Quarterly filings | On time |
| Penalties since | None |
| Relationship | 4 years and counting |
With everything current, the businesses have stopped paying penalties and the owner knows where her money stands in all three companies at any time.
Common questions
Can one bookkeeper handle several related businesses?
Yes. We keep separate books for each of this owner’s three wedding companies and file for each one every quarter.
How long does it take to clean up four years of books?
For this client, across three companies, almost a year. We quote cleanup after a diagnostic review.
Do you work with businesses in Washington State?
Yes. This client is in Washington. The books are in QuickBooks, so we work remotely.
Books in the same shape?
Cleanup is quoted after a diagnostic review of your file. Monthly bookkeeping is $199 to $999 a month. See pricing · More case studies