BE UNSTOPPABLE

You bring the vision. We bring the financial expertise to make it a reality.

WHATEVER YOUR GOALS ARE, YOU HAVE NO TIME TO WASTE. YOU NEED:

Real-time visibility over your financials so you know where you stand.
More time to manage your front of house, invest in your people, and grow your concept.
The tools to seize opportunities and take things to the next level.
Certainty you’re staying compliant with the IRS and being as tax efficient as possible

HOW DO WE HELP YOU GET THERE?

DISCOVERY

It all starts with a discovery call. This is where we dig into the nitty-gritty of your business: your history, procedures, goals, and priorities. We’ll be asking you for a lot of answers and information, but putting in the heavy-lifting now means you can cruise into autopilot in the future.

ONBOARDING

Now it’s our turn to give you all the answers. We’ll walk you through everything we found in your financials, including what we did to clean up those nagging areas of concern, and lay out a clear plan for next steps based on your unique needs and priorities.

MOVE

Now we’ve got a rhythm. We’ll provide you with weekly accounting, month end financial work items, and weekly prime cost reports that show you exactly where your money’s going. In short, you’ll have all the tools you need to take your business exactly where you want it to go.

WHAT’S ON THE MENU?

Our monthly plans are tailored to give you the support you need through all the stages of your journey.

BYOB*

STARTING AT $175/MONTH

You already have a bookkeeper. You’re looking for in-depth, on-demand, and unlimited support from a specialty CPA advisor so your numbers can mean something.

*Your books will need to be reviewed and approved before qualifying for this plan.

SERVICES

– Quartertly Estimated Tax & Distribution Management
– Business Income Tax Return Preparation & Filing

SUPPORT

Unlimited Access to a Dedicated CPA

TECHNOLOGY

– QBO
– Fathom

STARTING-UP

STARTING AT $500/MONTH

You’re busy getting your restaurant business up and running. You need a clear vision of your overall health and performance with monthly reports and confidence come tax season.

SERVICES

– Quartertly Estimated Tax & Distribution Management
– Business Income Tax Return Preparation & Filing
– Bookkeeping & Accounting (monthly)
– Monthly Financial Statements, KPI Analysis, and CPA Review
– Sales Tax Reconciliation, Preparation, & Filing
– Annual 1099 Preparation & Filing

SUPPORT

Unlimited Access to a Dedicated CPA

TECHNOLOGY

– QBO
– Fathom

ESSENTIALS

STARTING AT $1100/MONTH

Your business is growing to the next level, and you need accounting that can keep up. Get weekly reporting, real-time data for informed decision-making, and support with managing your operations.

SERVICES

– Quartertly Estimated Tax & Distribution Management
– Business Income Tax Return Preparation & Filing
– Bookkeeping & Accounting (weekly)
– Monthly Financial Statements, KPI Analysis, and CPA Review
– Sales Tax Reconciliation, Preparation, & Filing
– Annual 1099 Preparation & Filing
– Weekly Snapshot into your cash balance and vendor balance
– Biweekly/Weekly Food and Labor Cost Analysis

SUPPORT

Unlimited Access to a Dedicated CPA

TECHNOLOGY

– QBO
– Fathom
– Xtrachef or Marginedge

THRIVE

STARTING AT $1500/MONTH

Be unstoppable. Weekly reporting, real-time data, full bill reconciliation, and back-office support mean you have all the tools you need to thrive.

SERVICES

SUPPORT

Unlimited Access to a Dedicated CPA

TECHNOLOGY

– QBO
– Fathom
– Xtrachef or Marginedge

TESTIMONIALS

JOE NEUMAN

Owner Operator, Sloppy Mama’s BBQ

“We have enjoyed working with the FORK CPAs over the years. They have helped streamlined our back office in a professional and economical way. They continue to add value to our everyday operations and bottom line.”