Foundation

$350 / month

Clean, reliable books

• Transfer of sales from POS to QuickBooks
• Custom-built daily sales journal entries and reconciliation
• Transaction categorization & reconciliation
• Chart of accounts setup and maintenance
• Monthly (or by custom period) financial statements
• Email and/or phone support with monthly check in

Growth

$500 / month

Actionable insights; not just reports

• Everything in ‘Foundation’ plus:
• Weekly flash reports (sales vs. last week / last year, labor vs. sales %)
• Custom KPI dashboards (prime cost, food/labor % trends, menu performance)
• 13-week cash flow forecasting (auto-calculated ending balances)
• Menu engineering analysis (profitability per dish, contribution margins)
• Quarterly financial review call
  

Strategy

$900 / month

For those who want a true financial partner, offering more than just reporting

• Everything in ‘Foundation’ and ‘Growth’ plus:
• Monthly management meeting (deep-dive financial review & recommendations)
• Budgeting & annual forecasting support
• Break-even & scenario modeling (new hires, new menu items, expansion)
• Custom SOP creation for financial processes (AP cadence, cash handling, reporting)
• Advanced KPI dashboards (EBITDA, labor modeling, per-shift sales insights)
• Investor / bank-ready reporting package

Contact us with your needs and/or questions and we can custom build a package to suit whatever you’re looking for

QuickBooks Cleanups