



Let our professionals establish a Quickbooks Online account, chart of accounts and code your cash transactions to build a basic "cash-basis" financial statement. This will enable a moderate level of confidence as to the basic performance of the business.
Our most popular and useful plan this is a hybrid cash/accrual based accounting method which introduces concepts of GAAP based accounting and revenue recognition creating a more useful set of financial statements for business owners.
This next level service considers performance in weekly intervals with real life metrics and KPIs measured to ensure a high level of control over the restaurant. This package includes budgeting and forecasting as well and pairs well with the Accrual Basis Accounting plan.
We love to create dashboards to measure information that is important to the success of the restaurant. Using Tableau software we can measure any KPI of relevance at a determined interval that makes sense and provides meaningful insights.
Happy employees tend to stay longer and work harder. This add-on service focuses on how to allocate tips and structure compensation to ensure your best performers are well-compensated and happy employees.
This service is useful for busy owners who just need a little help or automation in tracking invoices and their payments. We offer several solutions and intervals for when to pay invoices to help keep cash flow strong.
Monthly sales tax reporting is confusing, but required and a failure to do so will create a real problem. Our professionals understand the key issues involved with determining the correct sales tax due and getting it paid on time to avoid penalties or fees.
Many restaurants are fortunate enough to have investors. We have the experience and background to liaison with them to provide superior reporting and information that they would expect from more advanced classes of investments.
You tell us about your business as it currently exists. Where is the business today and where are you looking to go? We like to know everything that makes up the business environment you are navigating – inside and out.
What processes are currently in place that you feel great about? What processes need a little work? What software are you currently using or looking to deploy? At this time we also like to include a discussion around security, something we take with the highest level of seriousness.
In this step we develop a timeline and list of deliverables for us to provide to you. Included in the plan is the types of reports or projects we will provide, how we will provide them and when.
Well prepared financial statements on their own are nice to have, but we find the value add and most significant part of having them is the strategy discussions and analytics that can be performed around them.
With proper accounting, workflows and internal control combined with a deep understanding of your strategic goals we can being to develop a dashboard for continuous monitoring of your business and related KPIs.



