Decision-grade month-end close review
Finalized by an agreed deadline, with balance sheet tie-outs reviewed.
Wedding Venue CFO Services
On-time month-end + a forward plan you can run the venue on.
We build a CFO system that ties QuickBooks Online actuals to your bookings pipeline so you always know where you stand, what the next 90 to 180 days look like, and what to change this month.
- US-only
- Wedding venues
- QuickBooks Online + Tripleseat
This is CFO-only. We do not do bookkeeping, AP/bill pay, payroll, sales tax, or tax preparation. We run the close deadline, tie-outs, forecasting, and monthly decision cadence that turns bookings into profit and cash decisions.
If any of this feels familiar, you are not alone.
- Revenue looks fine, but cash still feels tight (deposits + installment timing).
- Month-end takes too long, so decisions are made on stale numbers.
- Package/event mix shifts quietly change margin quality without showing up clearly.
- Bar margins should be strong, but they leak (COGS drift, comps, pours, pricing).
- Pricing changes don’t land when you think they do because bookings are made months out.
- You have systems (booking, POS, payroll), but they don’t tie out to the GL reliably.
Venues have timing and mix complexity. The fix is a clean close + a predictable CFO cadence that ties bookings, margins, and cash together.
What you get each month
A repeatable pack + operating meeting that turns numbers into decisions.
Booking pace + lead time
See demand timing and what it implies for pricing and staffing.
Margin by event type
Know what to push, what to fix, and what to stop selling.
Bar margin clarity
Track sales, COGS, and the drivers that move margin.
13-week cash plan plus runway
A rolling 13-week cash view tied to deposit schedules, payment timing, and upcoming payroll and vendor spend.
Seasonality plan
Volume and margin expectations by month (and location/entity if needed).
Monthly CFO meeting plus decision memo
60 to 90 minutes, with a one-page decision memo, owners, and deadlines.
CFO-only means clear boundaries
So you get CFO leverage without hiring a full finance department.
Included
- Month-end close leadership: close calendar, tie-outs, variance review, and standards
- Integrated forecast: bookings pipeline plus QBO actuals, updated monthly
- 13-week cash plan plus 12-month outlook tied to deposit and payment timing
- Margin visibility by event type and bar or F&B drivers (as applicable)
- Monthly CFO meeting, decision memo, and action tracker
- Coordination with your bookkeeper/controller and CPA, including a clean year-end package
Not included
- Transaction-level bookkeeping and reconciliations
- AP, bill pay, vendor payments
- Payroll processing
- Sales tax filings or compliance
- Tax return preparation or tax planning (unless separately scoped)
- HR, legal, insurance, or contract legal review
If you need any of the “not included” items, we can recommend specialists. The core engagement stays CFO-only.
Messy books policy: We do not do transaction-level cleanup. Your bookkeeper executes reclasses and reconciliations.
How it works
We keep it simple: standards first, then cadence.
Step 1 - Make the numbers dependable
If your close is inconsistent, forecasting won’t stick. We standardize the close and the monthly checks.
- Agree on a month-end deadline
- Reconciliations and tie-outs that catch drift early
- Deposit/deferred revenue handled consistently
Most venues start with a Venue CFO Financial Sprint. If your books are already clean and on-time, we can sometimes start directly in the monthly cadence.
Step 2 - Build the forward plan
We translate bookings into a month-by-month plan you can act on.
- Seasonality and volume expectations
- Event mix and margin drivers
- Cash timing from deposits and installments
Tripleseat is preferred because pace, lead time, and event mix are cleaner to report and maintain.
Step 3 - Run the monthly operating cadence
Every month: finalize, review, decide, assign owners, track actions.
- One agenda
- Clear owners
- Action tracking tied to the numbers
Standards we require
This is how we protect accuracy and keep the work predictable.
- QuickBooks Online required
- A bookkeeper or controller is required (in-house or outsourced)
- Month-end closed on a deadline (reconciled and finalized)
- Monthly exports available from booking system (Tripleseat preferred)
- POS payouts + payroll reports available monthly
- Deposit handling consistent month-to-month
- If historical data is messy, we start with the Financial Sprint and your bookkeeper executes the transaction cleanup
We do not sell “forecasting” without a quality gate. Garbage in leads to garbage decisions.
Typical investment
Financial Sprint (one-time onboarding)
Lite: $9,000
Core: $11,250
Usually 2 to 4 weeks depending on close readiness and complexity. Most venues start here so forecasting and decisions are based on dependable numbers.
CFO Lite (monthly)
$6,000/mo
- Monthly close review and variance
- Monthly forecast update (13-week cash plus 12-month outlook)
- Monthly CFO meeting plus decision memo
- Works best for single location and simpler structures
CFO Core (monthly)
$7,500/mo
- Everything in Lite
- More hands-on support for multi-location or multi-entity venues
- Deeper margin and package economics work
- Best when complexity and stakes are higher
Capacity is limited to 10 venues. Final tier is confirmed after a 15-minute fit call.
Fit check
A fit if
- US-based wedding venue where bookings drive staffing, pricing, and cash decisions
- Typically $3M+ revenue, or clear complexity (multi-location, bar program, multiple event types)
- QuickBooks Online is in place and you can close monthly by a set deadline
- You have a bookkeeper/controller (in-house or outsourced) to own transaction-level work
- You want a monthly decision cadence, not occasional reporting
Not a fit if
- You need bookkeeping, AP/bill pay, payroll, sales tax filings, or tax prep bundled
- Books are months behind and there is no owner for cleanup
- You want dashboards without close standards, tie-outs, and meetings
FAQ
Do you do bookkeeping, AP, payroll, or sales tax?
No. This is CFO-only. Your bookkeeper/controller owns transaction-level bookkeeping, reconciliations, AP, payroll, and filings. We set standards, review, forecast, and run the monthly decision cadence.
What happens if our books are messy?
We start with the Financial Sprint to define the standards, deposit treatment, tie-outs, and the cleanup plan. Your bookkeeper executes transaction cleanup. If you do not have a bookkeeper, we will refer one and begin once the close is stable.
Do you require Tripleseat?
No. Tripleseat is preferred because it makes pace, lead time, event mix, and payment timing cleaner. If you have consistent exports from another booking system, we can usually support it.
Do you replace Tripleseat Insights?
No. Insights is great for bookings analytics inside Tripleseat. Our work is different: we connect bookings + deposit timing to accounting actuals (QuickBooks) and run an operating cadence around those numbers.
Can we keep our bookkeeper?
Yes. We can work with your existing team, but the close still needs standards and a deadline. If the current workflow can’t support that, we’ll recommend a change.
Do you do income tax returns as part of this?
Not in this offer. We provide a clean year-end package to your tax preparer so filing is painless.
What are the engagement terms?
Most clients start with the Financial Sprint, then continue on a monthly retainer. Details are finalized after the fit call.
How fast can we start?
If systems access is available, we can usually begin quickly. Most venues start with a Venue CFO Financial Sprint, then move into the monthly cadence.
Want fewer surprises and a plan you can operate from?
Book a quick fit call. We’ll ask a few questions and tell you what we’d change first.