CFO-level expertise. Built for your industry.
From day-to-day bookkeeping to high-stakes tax strategy, we handle every layer of your financial operation — so you can focus on running and growing your business.
CFO Advisory
Most growing businesses can't afford a full-time CFO — but they need one. We step in as your outsourced CFO, providing the strategic oversight, forecasting, and financial guidance that drives confident decision-making at every stage of growth.
Make every major financial decision with clarity and confidence.
What's included
- Cash flow forecasting and management
- Budget development and variance analysis
- KPI tracking and financial dashboards
- Investor and lender reporting
- Growth strategy and scenario planning
- Unit economics analysis for multi-location operators
Tax Strategy
Reactive tax filing leaves money on the table. We work year-round to identify every legal opportunity to reduce your tax burden — from entity structure optimization to depreciation strategies tailored for restaurant and franchise operators.
Keep significantly more of what you earn — legally and strategically.
What's included
- Year-round tax planning (not just filing season)
- Entity structure optimization
- Depreciation and cost segregation strategies
- Franchise-specific tax considerations
- Multi-state tax compliance
- IRS representation and audit support
Bookkeeping & Payroll
Clean, timely financials are the foundation of every smart business decision. We handle your bookkeeping and payroll with precision — so your numbers are always current, your team gets paid on time, and you're never scrambling at month-end.
Clean books, zero surprises, and total peace of mind.
What's included
- Monthly and weekly bookkeeping
- Bank and credit card reconciliation
- Accounts payable and receivable
- Full-service payroll processing
- Payroll tax filings and compliance
- Multi-location bookkeeping for restaurant groups
Financial Reporting
Raw data doesn't drive decisions — clear, actionable reporting does. We deliver custom financial reports that translate your numbers into insights: where you're profitable, where you're leaking, and where the next opportunity lies.
See the full picture and act on it with confidence.
What's included
- Monthly P&L statements
- Cash flow statements
- Balance sheet preparation
- Food cost and labor ratio analysis
- Franchise performance benchmarking
- Custom KPI dashboards
From first call to full partnership.
Discovery Call
We start with a free 30-minute consultation to understand your business, your goals, and where your financials stand today.
Custom Proposal
We build a tailored service package based on your volume, complexity, and growth objectives — no one-size-fits-all pricing.
Onboarding
We integrate with your existing systems, clean up any historical issues, and establish clean financial processes from day one.
Ongoing Partnership
Monthly reporting, proactive strategy sessions, and always-available support. We're your CFO — not just your accountant.
Not sure which services you need?
Let's talk. A free consultation with our CFO team will clarify exactly what your business needs to grow.
Book a Free Consultation