We run the financial side of your restaurants.
You have built a successful restaurant business. But you don’t trust your books, you make decisions based on how much cash is in the bank, and you aren’t sure whether it’s time to sell or time to grow.
We fix this.
Accounting
Books you can trust, using technology and human judgment.
- A hard close within ten business days, every month
- A weekly cash flow report and a rolling multi-week forecast
- Profit and loss by location, plus consolidated statements every month
- Daily sales reconciled from the register to the bank
- Prime cost by location every week, against sales and target
- Full vendor and AP management
- Payroll with tips and service charges handled correctly
- Sales tax by channel, filed on your state’s schedule
- Invoice-level cost tracking, with price changes on top items flagged
- A monthly owner’s report in plain language
CFO Advisory
Expert guidance from the team that knows your business.
- New concept financial modeling, including site economics, lease review, capital plan
- Lease-or-buy modeling when considering real-estate
- What the business is worth today and what would make it worth more
- Sale readiness, after-tax proceeds, and support through the deal
- How much capital to raise, in what form
- Tax planning and strategy
- First concept modeling and analysis
- Investor and lender packages
- Partner buy-in and buy-out structures
- Owner financial planning and wealth management through our affiliated RIA
Great Software + AI + Decades of Experience in Restaurant Finance
Our accounting process is built, managed, and reviewed by a team with a lifetime of experience in financial analysis and restaurant finance. And we use AI and the best software available to close your books faster and catch problems sooner. This is where our industry is going. Faster books are only part of it. The point is to help you understand and improve your margins, so your business is more profitable. We intend to stay at the forefront of what is technologically possible for the benefit of our clients.
Our Simple Four-Step Process = Less Work For You, Great Financials, and Clarity
Connect and Upload
Your point of sale, bank, and payroll connect to us once. After that, your team scans invoices and receiving documents as they come in. We tell you exactly what we need and make it easy to send.
YouWe Handle the Details
We reconcile your sales every day, code your payables, run payroll for your approval, and close your books within ten business days of month end. You run the restaurant.
We do thisYou Get Clear Reports
A profit and loss you can trust, your cash forecast every week, and prime cost reporting you can use. No spreadsheets to dig through, no questions about whether the numbers are right.
We do thisWe Talk It Through
You never have to wonder what is happening with your books. We flag what we see as the month goes along, answer questions within one business day, and sit down with you every month.
Together
Finally, someone who understands your business, and knows how to add value.
We do one thing: help restaurant owners make better financial decisions. Not restaurant owners among other clients. Only restaurant owners. And we are entirely committed to improving the quality of our clients’ financial lives.
We are run by a former multi-unit restaurant operator and a finance executive for a Fortune 500 company. We have sat in your chair, and we have run the finance function of a very large company. We built this firm to bring that combination of experience to your business.
Start with a conversation
Thirty minutes about your business and what you’re facing. A new location, a partner, a lease, or just getting books you can trust. No obligation.