Restaurant-ready books, weekly prime cost tracking, a one-page monthly snapshot of your sales, food, beverage and labor costs, and a CPA who reviews every number. Built for restaurant and bar owners, not general small businesses.
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30+
Clients Served
15+
Years of Experience
$40M+
Client Revenue
USA
Clients Nationwide
Most Restaurant Books Are Built for Taxes, Not for Running a Restaurant.
General bookkeepers record transactions. Restaurant owners need to know what each location earned, where the margin went, and what to fix next week. If any of these sound familiar, your numbers are working against you:
• POS sales that never match bank deposits. Card fees, tips, comps and DoorDash or Uber Eats payouts land net, and nobody reconciles them back to sales.
• Food and labor costs you only see once a month. By the time you learn prime cost ran high, the month is already over.
• Tips, payroll and sales tax that don't tie out. Tip credits, tip-outs and sales tax on food and alcohol get recorded wrong, and turn into penalties.
• No view across locations. Comparing your restaurants takes a weekend in spreadsheets.
• Gift cards, comps and voids nobody tracks. Unredeemed gift cards get booked as sales instead of a liability, and discounts quietly shrink your margin.
• POS sales that never match bank deposits. Card fees, tips, comps and DoorDash or Uber Eats payouts land net, and nobody reconciles them back to sales.
• Food and labor costs you only see once a month. By the time you learn prime cost ran high, the month is already over.
• Tips, payroll and sales tax that don't tie out. Tip credits, tip-outs and sales tax on food and alcohol get recorded wrong, and turn into penalties.
• No view across locations. Comparing your restaurants takes a weekend in spreadsheets.
• Gift cards, comps and voids nobody tracks. Unredeemed gift cards get booked as sales instead of a liability, and discounts quietly shrink your margin.
One Page. Every Number That Matters. Every Month.
By the 15th of every month, you get a one-page Restaurant KPI Snapshot alongside your full financial statements. It shows exactly how each location performed, and why:
• Net sales by category (food, beverage, catering, delivery), against last month and last year
• Prime cost: food, beverage and labor as a share of sales
• Labor cost by front and back of house
• Cash position and what's coming due
• A short CPA note on what changed and what's worth acting on
Sample snapshot shown for illustration. Yours will show your restaurant's real numbers.
• Net sales by category (food, beverage, catering, delivery), against last month and last year
• Prime cost: food, beverage and labor as a share of sales
• Labor cost by front and back of house
• Cash position and what's coming due
• A short CPA note on what changed and what's worth acting on
Sample snapshot shown for illustration. Yours will show your restaurant's real numbers.
Everything Your Restaurant’s Finance Function Needs, Under One CPA
P&Ls built the way operators read them: sales by category, cost of goods, labor and controllable expenses, with prime cost front and center.
POS sales, cash, card batches, tips and gift cards reconciled to your deposits, and delivery-app payouts matched back to gross sales, so every dollar is accounted for.
Food, beverage and labor costs tracked against sales every week, from your vendor invoices, inventory counts and scheduling data, so you can fix a bad week before it becomes a bad month.
Sales, food and beverage cost %, labor %, prime cost and net margin on one page, compared to last month and the same month last year.
Each location on its own, plus your whole group in one view, with entity-level books for every LLC.
Front- and back-of-house payroll, tip pools and FICA tip credit, vendor bills, and sales tax filings tracked and on time.
Plan Ahead, Not Just Look Back
Good books tell you what happened. We also help you plan what comes next, so every big decision starts with real numbers.
Annual Budget & Forecast
A location-by-location budget built from your actual numbers, then tracked against results every month so you can adjust early.
Cash-Flow Planning
See what's coming in and going out over the next 90 days, including payroll, taxes and seasonal swings, so there are no surprises.
Tax-Season Coordination
Year-end books handed to your tax preparer clean and on time, with fixed assets and depreciation tracked all year.
Financial Insights for Business Operators
Practical articles on financial management, industry compliance, and accounting strategy — written for business owners, not accountants.
Book a free 30-minute consult. We’ll look at how your books are set up today, where your prime cost stands, and the two or three fixes worth making first. No obligation.
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