Explore Our Services

• Essential

$450 – $700 / month
• Bank & credit card reconciliation
• Expense categorization
• Basic financial statements (P&L, Balance Sheet)
• Sales reconciliation (POS deposits)
• Monthly financial summary email

• Growth

$800 – $1,300 / month

Includes everything in Essential plus:

• Weekly sales reconciliation
• Vendor & food cost tracking
• Labor cost tracking
• Inventory journal entries
• Cash flow tracking
• Monthly financial review call
• Budget vs actual reports

• CFO

$1,500 – $3,000+ / month

Includes everything in Growth plus:

• Financial strategy calls
• Profit margin analysis
• Menu profitability analysis
• Cash flow forecasting
• Budget creation
• Expansion planning support
• KPI dashboard

• Note:

All packages are subject to a cleanup fee if necessary after evaluation prior to start the monthly bookkeeping

• QBO SetUp

$400 – $900

Includes:

• QuickBooks Online setup
• Restaurant chart of accounts
• POS integration guidance
• Bank connection setup
• Sales tax configuration
• Vendor setup
• 1 training call

• QBO Guidance

$75 – $150

Includes:

• 45–60 minute call
• Screen share
• Troubleshoot QuickBooks
• Help categorize transactions
• Explain reports

• Monthly Mentorship

$350 – $750 per month

Includes:

• Two mentorship calls per month
• Business and operations guidance
• Financial report review
• Staff management support
• Email support between calls

Best for restaurant owners who want ongoing guidance while growing their business.

• Intensive Mentorship

$900 – $1,500

Includes:

• 3–4 strategy sessions
• Financial and operational review
• Staff structure analysis
• Action plan for improvements

Best for restaurant owners who need focused help solving specific challenges.

• Operations Mentorship

$400 – $800 per month

Includes:

• Two mentorship calls per month
• Staff management and leadership guidance
• Operational system review
• Scheduling and workflow advice
• Email support between sessions

Best for restaurant owners who want ongoing support improving their operations and team management.

• Operations Intensive

$900 – $1,500

Includes:

• 3–4 focused strategy sessions
• Review of current operational challenges
• Staff structure and workflow analysis
• Customized action plan to improve operations

Best for restaurant owners who need structured support solving operational issues quickly.

Strategy Call

$125 – $200

Includes:

• 60-minute call
• Staff management questions
• Financial guidance
• Restaurant systems advice

Best for owners who need quick professional guidance.

$125 – $200

Includes:

• 60-minute consultation
• Discussion of operational challenges
• Staff management questions
• Guidance on improving systems and workflow
• Practical recommendations you can implement immediately

Best for restaurant owners who need quick professional advice.

$800 – $2,500+

A short consultation is required to evaluate the current condition of your books and provide an accurate quote.

This Package Include:

• Review of your current QuickBooks Online file
• Organization and correction of uncategorized transactions
• Bank and credit card reconciliation
• Review and correction of expense categories
• Sales and deposit verification
• Cleanup of duplicate or incorrect entries
• Updated Profit & Loss and Balance Sheet reports
• Summary of your financial position after cleanup

This package is ideal for restaurant owners who:

• Are several months behind on bookkeeping
• Have messy or inaccurate financial records
• Need their books organized before tax preparation
• Recently switched bookkeepers or accounting systems
• Want to start fresh with accurate financials