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We specialize in helping food entrepreneurs like you achieve growth and transformation while leaving the complex world of accounting in capable hands.
Start Winning Financially Today
Accounting that Pairs Perfectly with Your Food and Beverage Dream
Are you a food or beverage business owner with big dreams of growth and transformation? We get it; you're not just running a business; you're nurturing a vision. At our core, we're dream enablers, the ones who understand that your restaurant isn't just about food; it's about your passion and your aspiration for something greater.
Whether you're envisioning expanding your menu, opening additional locations, or redefining your restaurant's concept, we're here to provide the financial expertise and support to turn those dreams into reality. Let's collaborate to make your culinary dreams a resounding success.
HOW WE CAN WORK TOGETHER
Financial Success Begins Here
SERVICES
Monthly Bookkeeping
Transactions from bank, merchant and credit card accounts are categorized so you will know how much was earned and spent during the month
Financial Reporting
Monthly financial statements that are accurate and easy to understand
Monthly Business Review Video
2-3 minute video explaining your financial results
Quarterly Check-In with Accountant
Meet virtually with your accountant to discuss quarterly performance and goals for the next quarter
Business Tax Support
Year-end reporting package that includes all of the information needed by your tax accountant to prepare your business tax return.
Fractional Controller
Enhance your growing business with specialized accounting solutions focused on streamlining your back office processes, monitoring prime costs, and maximizing profits.
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Weekly reporting enables managers to make operational adjustments sooner than later.
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INVESTMENT STARTS AT $1,500/month
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SERVICES
Weekly Bookkeeping
Transactions from bank, merchant and credit card accounts are categorized each week, giving you more timely information.
Weekly Flash Report
One page “snapshot” of the previous weeks’ performance, highlighting sales, food and labor costs, and other key metrics.
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Custom Financial Reporting
Expanded reports to include detailed analysis of your business’ performance with a focus on profitability
Monthly/Period End Business Review
Virtual meeting with CPA to review your financial performance
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Budgeting
Plan and stay on track with your financial goals with an annual budget and monthly budget to actual comparisons .
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Fractional CFO
Our highest level of financial guidance for established businesses looking to scale. We augment your leadership team, providing strategic advice and guidance to get you where you want to be.
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This strategic solution links operations to financial results, highlighting areas of improvement company-wide that can result in savings and improved profitability.
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INVESTMENT STARTS AT $2,500/month
**Can be combined with our Controller level for an outsourced accounting team with weekly bookkeeping and reporting and month-end close.
SERVICES
Goal Setting
Keep your "reason" top of mind as you plan for the future of your business. Monitor your progress towards your goals with a partner who keeps you accountable.
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Cash Flow Management
Know exactly where your cash is coming from and where its going each week, eliminating the question of "where is my cash."
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Financial Projections
Projections provide insight on future performance based on different scenarios and outcomes​
Operations to Financial Analysis
Identify operational issues that are affecting financial performance
Bi-weekly CFO Meetings
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Oversight of bookkeeper/accountants (if applicable)
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Ongoing guidance on strategic financial decisions
