Services built for busy operators.
Pick the plan that fits today and scale as you grow. From simple bookkeeping to full-time financial management, we keep your numbers clear so you can focus on the kitchen.
Core Accounting
Monthly Bookkeeping
Daily sales syncs, bank and credit card reconciliations, and month-end financials delivered on time—so you always know where cash is going.
CFO Services
Hands-on financial leadership for growing restaurants—budget management, cost reviews, and strategic guidance without a full-time CFO salary.
Operational Performance
Inventory Management
Track usage, waste, and variance with real-time updates from your POS and vendor data—turn stock control into a profit lever, not a chore.
Financial Reporting
Clear, restaurant-ready financials with category breakdowns, trend visuals, and prime-cost insights that make performance easy to track.
Advisory & Forecasting
Clean-up Accounting
Catch-up and correction work for prior periods to fix misclassified transactions, reconcile discrepancies, and rebuild accurate starting balances.
Purchasing Management
Vendor invoice capture, approval workflows, and spend analytics that streamline ordering and prevent over-buying or duplicate charges.
System Setup & Training
Implementation and training for your point-of-sale, accounting, and reporting integrations—so your team can maintain accurate, consistent data every day.
Forecasting
Forward-looking projections that combine your historical data, seasonal trends, and menu mix to plan labor and purchasing with confidence.
Menu Profit Analysis
Detailed cost breakdowns and contribution margins by item to identify under-performing dishes and highlight your highest-profit menu items.
Revenue Recognition
Proper matching of deposits and daily sales by source—POS, delivery platforms, catering—to keep your income statements accurate and audit-ready.
Multi-location Analysis
Side-by-side performance tracking for each unit—compare food cost, labor ratios, and contribution margins across all your locations in one view.
Our Approach: From Cleanup to Clarity.
Every engagement starts with clean data and ends with insight you can act on. Here’s how we run your books like a kitchen line.
Discover
We start by understanding your business—your revenue streams, POS setup, and existing books. This stage reveals what’s working and what’s holding you back.
Synthesize
Next, we organize your data and connect the systems that drive it. We reconcile sales, purchases, and payroll activity into one clear financial picture.
Solve
Once the foundation is accurate, we implement improvements: tighter cost controls, menu-level profitability tracking, and streamlined reporting workflows.
Review
Each month and quarter, we review key results with you—spotting trends, adjusting forecasts, and ensuring you have actionable numbers to run your operation.
Industries Served
Full-service Restaurants
From white-tablecloth establishments to family-style dining, we help full-service restaurants keep a clear view of margins and cash flow. Our bookkeeping approach tracks prime cost drivers — labor and food — while providing monthly insights to control overhead and improve profitability without sacrificing guest experience.
QSR / Fast Casual
Speed and volume define this segment. We integrate your POS systems and daily sales reports into accurate financials, giving you clear, real-time performance data. Our process helps franchise owners and independent operators monitor cost of goods, manage deposits, and reconcile merchant payouts effortlessly.
Cafés & Bakeries
Whether it’s coffee, pastry, or a mix of both, we understand the tight ingredient margins and seasonal swings that cafés and bakeries face. Our bookkeeping process captures daily cash activity and vendor invoices to maintain clean, up-to-date financials that support smarter purchasing decisions.
Bars & Taprooms
For taprooms, pubs, and cocktail bars, we focus on the details that make or break beverage profitability — pour costs, inventory shrinkage, and tip distribution. We help owners align daily sales summaries with vendor purchases and payroll reporting to keep margins consistent week after week.
Questions We Get Most
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We work with the tools you already use — including restaurant POS systems like Toast, Square, and Clover, plus accounting platforms such as QuickBooks or Xero. If it tracks sales or expenses, we more than likely can connect it.
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Yes. We provide both consolidated and location-level reporting, so you can see the performance of each unit and your full business at a glance.
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Absolutely. Cleanup and catch-up are part of every new engagement. We’ll get your prior periods accurate before starting monthly service.
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Not necessarily. We focus on accurate monthly financials and operational insights. Many clients keep their tax CPA — we just make their job easier at year-end.
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Most restaurants are fully onboarded within 2–4 weeks, depending on data volume and system integrations. We aim for fast setup and smooth handoff.
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That’s exactly what our intro call covers. We’ll review your setup, revenue volume, and pain points, then recommend the right scope for where you are now.