Services
Everything a restaurant needs from a finance team. Nothing it doesn’t.
Clean books, payroll, dashboards, and fractional CFO strategy, scoped to your operation and built around the systems you already run. One flat monthly price.
Weekly Flash Report Multi-Unit CFO plan
Books closed by the 15th. Every month.
Accurate financials pulled straight from your POS and operating systems, reconciled and explained in plain English, closed by the 15th of the following month.
- Clean, restaurant-specific chart of accounts
- Weekly flash reporting for multi-unit clients, rolling out now
- Bank, credit card, and POS reconciliation
- Sales, comps, voids, and discounts mapped correctly
- Month-end close with review of the numbers, not just delivery
Location Performance Live dashboard
| Location | Sales | Prime % | Net % |
|---|---|---|---|
| Downtown | $41,280 | 57.1% | 14.8% |
| Northside | $27,940 | 61.4% | 8.2% |
| Lakeview | $17,200 | 64.9% | 2.1% |
See which store is carrying the others.
We break your numbers down by location so you can spot problems early, reward strong performers, and make better decisions across the operation.
- Per-location P&L and margin tracking
- Custom dashboards in Restaurant365 and MarginEdge
- Side-by-side comparison across units
- Early warnings when a location drifts off target
Payroll & Tips Compliant
Take payroll roulette off the table.
Tip credits, tip pools, overtime, and multi-location payroll all carry compliance risk. We build systems that keep wages accurate and IRS-compliant without your involvement.
- Tip credit and tip pool handling
- Overtime and multi-location wage rules
- Payroll system setup and ongoing oversight
- Clean records if a notice ever shows up
13-Week Cash Forecast Rolling 13 weeks
Payroll, vendor runs, and seasonal swings, mapped 13 weeks out.
Stop running your business from the bank balance.
We forecast payroll, vendor payments, and seasonal swings so you can plan your next move with real numbers instead of guesswork, and step in as a true strategic partner when you need one.
- 13-week rolling cash flow forecasts
- Budgeting, scenario planning, and break-even analysis
- Pricing, menu, and labor-model guidance
- Financing, expansion, and new-location modeling
- Regular strategy reviews with a real CFO partner
How engagements work
Scoped to you. One flat monthly price.
We learn your operation
A free consultation to understand your locations, systems, and where the books stand today.
We scope the right plan
Most operators land in one of three packages: Clean Books, Operator, or Multi-Unit CFO. You get exactly what fits, nothing you don’t need.
You pay one flat fee
No hourly billing, no surprise invoices, no annual increases. Most clients invest between $1,000 and $3,000 per month for the scope we agree on.
Tell us where the books stand today.
Book a free 30-minute consultation and we’ll tell you honestly what the right scope looks like for your restaurant.
Book a Free ConsultationFree. 30 minutes. No obligation.