Full-service restaurant dining room and bar

06 · Finance

Restaurant accounting, bookkeeping and CFO advisory

Whether you’re operating a single location or managing a growing restaurant group, we provide accurate bookkeeping, meaningful financial reporting, and strategic financial guidance tailored specifically to hospitality businesses.

Managed accounting & bookkeeping

The monthly close, handled.

  • Accounts payable management
  • Vendor payment processing & inquiries
  • Accounts receivable management
  • Sales reporting verification
  • Sales tax preparation & filing
  • Bank & credit card reconciliations
  • General ledger maintenance
  • Monthly financial statements reviewed by a licensed CPA
  • 1099 preparation and filing

Financial statement review

An independent look at the books before you buy, sell or borrow.

  • Independent review of financial records
  • Validate financial reporting
  • Identify discrepancies
  • Assess operational risk
  • Due diligence for acquisitions or investors

CFO advisory

Boardroom-grade strategy for growing groups.

  • Budget development
  • Cash flow forecasting
  • Financial dashboards
  • Board reporting
  • Operational KPI reporting
  • Pro forma modeling
  • Expansion planning

Our first step is a financial review covering reporting, revenue verification, cash and banking, operations, and liability and compliance — so you know exactly where the operation stands.

Let's get started

Tell us about your goals and we'll tell you honestly what we would do first — whether that's a single project or a long-term partnership.