Planning software
Planning software used for client events needs invoices and subscription records.
A venue walkthrough, a vendor call, a last-minute change. WorkMade helps you keep your own business finances from becoming one more event to manage.
Getting paid. Keeping the books. Knowing what to keep back for taxes. WorkMade connects the money routine, so the small tasks stop taking over your day.
Invoice your planning deposit, milestones, and approved extras. Keep your business costs separate from money being managed on a client’s behalf.
See life with WorkMade ↗Planning software. Professional insurance. The purchases that keep your work going deserve better than a pile in the bottom of a bag.
Scan the receipt. Review the business items WorkMade identifies, then match it to a transaction or add an entry. Personal bits can stay personal.
Business use and tax treatment depend on the purchase and your circumstances. Suggestions are for review.What can event planners write off? Start with the things your work actually needs. These are potential business expenses to review, with the details that matter.
Planning software used for client events needs invoices and subscription records.
Professional insurance should be linked to the coverage for your event business.
Qualifying business travel needs records of the event purpose; normal commuting is different.
Vendor deposits paid on a client's behalf need a clear trail. Keep client funds, your fee, and reimbursements distinguishable instead of calling everything event income. Eligibility depends on business purpose, personal use, and records. See the IRS expense rules.
Read your write-off guide ↗Your AI assistant helps you explore connected transactions and business documents. Plain questions. A clearer next step.
Meet life with WorkMade ↗“Which planning invoices are due before the next event?”
Start with a question from your actual workday. Review the numbers and context together, then decide what to do next.
Illustrative question. The assistant is AI, not a licensed human CPA.A strong month should feel good. Bring income and expenses together, then use your estimated tax picture to plan what to keep back as the year changes.
When it's time for the next step, explore optional year-end filing or LLC services. The everyday routine and the bigger moments, in one place.
See membership & add-ons ↗The site visit is work, too.
A big event budget isn't a big payday.
A post-event money check worth keeping.
Invoice your planning deposit, milestones, and approved extras. Keep your business costs separate from money being managed on a client’s behalf. WorkMade also brings together bookkeeping, receipt scanning, tax estimates, and an AI assistant you can talk to about your business.
Yes. Scan the receipt and review the business items WorkMade identifies. For your work, that might include planning software or professional insurance. Confirm the business purpose and any shared use before relying on a tax suggestion.
Year-end tax filing is an optional, separate purchase. See pricing for the current membership and add-on details.
