Book a 20-minute review

Services  /  Restaurant Bookkeeping

Your books are six weeks behind and the invoices are in a shoebox.

Daily sales imported, invoices captured and coded, every account reconciled, and a closed set of books on a date you can plan around — run by a named accountant who knows what a comp is and why it matters.

At a glance

Books closed
By day 10, every period, on your calendar
Reconciled
Bank, merchant settlement, POS, delivery platforms
Invoices
Captured, coded and approved through your AP workflow
You see
Weekly flash Tuesday, closed P&L day 10

Why a general bookkeeper struggles

Restaurant books break in specific places

A competent general bookkeeper can produce a technically correct set of restaurant books that tells an operator nothing useful. These are the differences.

Daily sales, not monthly invoices

Most businesses book a handful of large transactions. A restaurant generates hundreds of small ones every day across cash, card, gift card and three delivery platforms — each settling on a different schedule.

The deposit never matches the sale

Gross sales, platform commission, promotional discounts, chargebacks and the processor's fee all sit between the ticket and the money landing. Reconciling to the deposit alone hides all of it.

Inventory moves every day

Food and beverage inventory has to be counted and valued on the period boundary or cost of sales is fiction. A bookkeeper who skips inventory produces a P&L that swings wildly for no visible reason.

Comps and voids are not discounts

They need separate treatment and separate reporting, because they are where losses hide. Netting them into sales makes theft and over-comping invisible.

Tips are not revenue

Tips pass through; service charges are wages. Coding them the same way is one of the most common and most expensive errors in restaurant books.

The calendar is not a month

Four-week periods or 4-4-5 quarters, so a five-Saturday month does not read as growth. Closing on calendar months makes every comparison misleading.

Scope

What we actually do each period

Daily sales and deposits

POS imported and reconciled to bank and merchant settlement, including every delivery platform, with variances investigated rather than plugged.

 

Invoice capture and coding

Vendor invoices captured, coded to the chart of accounts by category, and routed through approval before payment.

 

Reconciliations

Bank, credit card, merchant, gift card, house accounts and intercompany, every period without exception.

 

Inventory and cost of sales

Period-end counts valued and posted, theoretical usage compared to actual, variance reported by category.

 

Accruals and prepaid

Rent, insurance, utilities and vendor accruals so each period carries its own costs rather than whichever invoices happened to arrive.

 

Period close and reporting

Closed P&L and balance sheet by day 10, with written variance commentary — not a file drop.

 

The comparison operators actually make

Outsourced against in-house

 In-house bookkeeperOutsourced to us
Cover when they are awayThe close waitsA team, so nothing stops
Hospitality experienceWhatever you managed to hireMinimum five years, every person
Senior reviewRare below a controller salaryIncluded — a controller reviews the close
Systems and licencesYours to buy and maintainOurs
Segregation of dutiesHard with one personStructural — different people, different functions
Scales to a second locationAnother hireScope change

The honest counterpoint: an in-house person is in the building, knows your staff, and can chase a vendor down the hall. If that proximity matters more to you than cover and senior review, in-house is the right answer and we will say so.

Common questions

Before you ask

Our books are a mess. Is that a problem?

Common, and not a disqualifier. Cleanup is scoped and quoted separately from the ongoing service, so you decide how far back to go rather than being billed into it. See switching your books.

Do we have to change systems?

No. We work in QuickBooks, Restaurant365, Compeat, PlateIQ, XtraChef and a range of POS and payroll platforms, and can accommodate other ERP environments.

Who actually touches our books?

A named accountant who runs your account day to day, with a controller reviewing the close. Not a rotating pool, and not offshore — all work is completed in our US offices.

Can you handle several entities?

Yes. Separate entities per location with intercompany eliminations and a consolidated group view. See franchise and multi-unit.

Bring your last P&L and your last bank reconciliation.

Twenty minutes. We will tell you what we would fix first.