SERVICES WE OFFER

Standard Service Scope:

• All transactions recorded & categorized through the bank feed

• Point of Sale or Other Payment Processors daily sales transactions recorded

• Monthly reconciliation of all bank and credit card accounts

• Monthly reconciliations of all notes payable accounts

• Principal & Interest recorded on for all notes payable

• Maintain data feed connections in Quickbooks Online

• Cleanup and Keep the Chart of Accounts Organized

• Monthly Profit and Loss Statement & Balance Sheet sent

• Annual Reports for Tax Preparation

• Review Meetings via Zoom or Phone Call

• Email Support

• Access to our client portal

⭐️ Does your menu feel too big?
⭐️ Are your sales struggling?
⭐️ Are you wanting to dive deeper into operations?

We offer restaurant consulting on an ad hoc basis.

Consulting rates begin at $100 per hour.

Yes, you read that right — we handle sales tax filings for your business!
Let’s connect and talk through the details so you can stay compliant without the headache.

⚫️ Please note: Sales tax filing is not a standalone service. We must handle your monthly bookkeeping for you to take advantage of this offering.

⚫️ If your state has multiple home-ruled cities, we’ll use a trusted service called TaxJar to gather the necessary data and/or file on your behalf.

⭐️ Books cleanup
⭐️ Historical catch-up on overdue books
⭐️ Quickbooks Online set-up, training, and consulting
⭐️ Payroll coordination
⭐️ 1099 tracking & filing
⭐️ Accounts Payable - Bill pay
⭐️ Accounts Receivable Coordination
⭐️ Receipt Management
⭐️ Inventory Coordination
⭐️ Financial Business Coaching
⭐️ Personal Bookkeeping
⭐️ Other needs your business may have