Money Talks: The Mid-Year Financial Checkup Every Wedding Planner Needs

Taking a mid-year financial pulse check of your wedding business isn't just smart—it’s transformative.

In this episode, Matt Mitchell of The Event Ledger joins CWP Society COO, Krisy Thomas, for a powerful conversation on why summer (yes, even in August!) is still the perfect time to assess your business finances. There’s enough time left in the year to make meaningful shifts, and those changes can set you up for a stronger finish.

Wedding planners are pros at organizing everyone else’s special day, but our own business finances? They often get left behind in the bustle of busy season. This conversation breaks down why mid-year is the sweet spot for financial assessment. By now, you’ve gathered enough real data and still have time to course-correct. As Matt puts it:
 “When you sit down mid-year and review your numbers, you're asking really valuable questions like: Is my business model working? Are my packages profitable? Am I on track for my revenue goals?”

You’ll walk away with a simple five-step framework for checking in on your numbers. From reconciling your books through June to identifying which services actually generate profit (not just revenue). One wedding pro learned their partial planning package brought in 60% of revenue—but ate up 80% of their time. That kind of insight? Business-changing.

Matt also dives into outsourcing your bookkeeping and how to approach your finances without shame or judgment.
 “Outsourcing your bookkeeping isn't just about saving time, it's about unlocking clarity.”

If you're a self-proclaimed control enthusiast, this episode will help you think differently about how support can give you a strategic edge. 

Ready for action? Block 90 minutes this week for your CEO time, run your profit and loss report, evaluate one expense category, and write down a single financial goal for the rest of the year. Your wedding business deserves the same meticulous attention you give your clients.

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