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 via email or client portal

⭐️ Annual Reports for Tax Preparation

⭐️ 1 hour Monthly Review Meeting via Zoom or Phone Call

⭐️ Unlimited 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.

Are you just getting started & need some help? We offer a business start-up package that helps you get your finances & business up and running the right way.

The start-up package includes:

⭐️ Setting up your books in Quickbooks Online.
⭐️ Training on how to properly use Quickbooks Online
⭐️ Help choosing a point of sale system
⭐️ Help understanding how payroll works and what tools to use to make payroll a breeze
⭐️ 3-hours of free consulting to be used in the first 3 months
⭐️ Reduced hourly consulting rate
⭐️ Unlimited email access to a bookkeeper or consultant for the first 3 months!

A one time investment of $955.00
A savings of $1045.00!

We offer a 3-month payment plans to help offset those start-up expenses.

⭐️ Books cleanup
⭐️ Historical catch-up on overdue books
⭐️ Quickbooks Online set-up, training, and consulting
⭐️ Payroll coordination
⭐️ 1099 tracking & filing
⭐️ Mileage tracking
⭐️ Sales tax filing
⭐️ Accounts Payable - Bill pay
⭐️ Accounts Receivable Coordination
⭐️ Receipt Management
⭐️ Inventory Coordination
⭐️ Budget preparation (typically non-profits)
⭐️ Cash flow management
⭐️ Financial Business Coaching
⭐️ Personal Bookkeeping
⭐️ Other needs your business may have