Food & Beverage

Financial ControlWhere Every Point of Margin Matters

Restaurant accounting, location reporting, cash-flow forecasting, controller support, and tax strategy from one accountable CPA team.

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Industry Challenges

Close the Gap Between the POS and the Decision

A tax-ready general ledger is not enough. Operators need timely location, labor, cost, and cash information that reconciles to the books.

Weekly Operating Visibility

Track sales, labor, food cost, prime cost, and cash without waiting for the tax return.

Location and Concept Reporting

Compare locations and concepts while keeping a consolidated view of the whole business.

Cash-Flow Planning

Forecast payroll, vendor payments, debt, tax, capital spending, and seasonal pressure.

A Dependable Monthly Close

Reconcile POS activity, delivery platforms, merchant deposits, inventory, and the general ledger.

Tip and Payroll Rules

Tip reporting, tip credits, overtime, and multi-state payroll create exposure that surfaces long after the pay period closes.

Monthly

Close and Reporting

Our Approach

A Coordinated Finance Function

Primary Service

Outsourced Controller & CFO Services

Controller services combine transaction processing, monthly close, cash planning, and management reporting:

Weekly prime cost reporting: food, beverage, and labor against reconciled sales
Location and concept scorecards with a consolidated view for ownership
Monthly close that reconciles POS, delivery platforms, merchant deposits, and inventory
Cash forecasting for payroll, vendors, debt, tax, and capital spending
Franchise reporting that ties gross sales, royalties, and marketing fees to the ledger
Controller review over an in-house bookkeeper, or the full accounting function

Tax Strategy

Tax Strategy for Food & Beverage

Once the operating numbers are dependable, the tax work follows the same information:

FICA tip credit calculated and claimed on qualifying tipped wages
Tip credit and reported-tip compliance coordinated with payroll
Qualified improvement property and depreciation timing on buildouts
Entity structure across locations, real estate, and franchise agreements
Sales and use tax review across locations and delivery channels
Owner compensation and estimated tax planning around seasonal cash flow

Food & Beverage Finance Guides

Restaurant prime cost

Calculate food, beverage, and labor cost from reconciled sales, inventory, payroll, and consistent definitions.

Multi-location reporting

Standardize the close, location scorecards, shared costs, intercompany, and consolidated reporting.

Franchise restaurant accounting

Connect gross-sales reporting, royalties, marketing fees, POS, inventory, entities, and cash.

Restaurant cash-flow forecasting

Forecast merchant deposits, delivery settlements, payroll, vendors, tax, debt, equipment, and distributions.

FAQ

Common Questions

Yes, when the operation is established and the owner needs more dependable reporting, cash planning, or tax strategy than basic bookkeeping provides.

Yes. The accounting structure can preserve location-level visibility while also producing consolidated financial statements for ownership.

The exact workflow depends on the systems in use. We map the flow from POS and delivery platforms through merchant deposits and the general ledger, then choose the right level of automation and review.

Yes. Coordinating monthly accounting with tax planning helps ownership make entity, compensation, capital-spending, and estimated-tax decisions using current information.

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Start With the Number You Trust Least

Bring the reporting, cash, margin, or tax problem that keeps repeating. We will tell you whether we are the right team to fix it.

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