Our monthly plans are tailored to give you the support you need through all the stages of your journey.
STARTING UP LITE
STARTING AT $350/MONTH
Ideal for unopened restaurants, restaurant management companies, restaurant holding companies, or restaurant real estate entities.
SERVICES
– Bookkeeping & Accounting (monthly)
– Monthly Financial Statements, KPI Analysis, and CPA Review
SUPPORT
– Unlimited Access to a Dedicated CPA
TECHNOLOGY
– QBO or R365
– Fathom
ADD-ONs
– Historical Accounting Records Clean-up
– 1099 Preparation & Filing
– Business Tax Preparation & Filing
– Individual Tax Preparation & Filing
STARTING-UP
STARTING AT $950/MONTH
Ideal for restaurants with under $1M in revenue. You need peace of mind for taxes and visibility into financial performance on a monthly basis, allowing you to make strategic decisions.
SERVICES
– Bookkeeping & Accounting (monthly)
– Monthly Financial Statements, KPI Analysis, and CPA Review
– Sales Tax Reconciliation, Preparation, & Filing
SUPPORT
– Unlimited Access to a Dedicated CPA
TECHNOLOGY
– QBO or R365
– Fathom
ADD-ONs
– Historical Accounting Records Clean-up
– 1099 Preparation & Filing
– Business Tax Preparation & Filing
– Individual Tax Preparation & Filing
THRIVE
STARTING AT $1750/MONTH
Ideal for restaurants with $1M or more in revenue. You need proactive visibility into financial performance on a weekly basis and bill pay, so you can focus on driving profitability and growth.
SERVICES
– Bookkeeping & Accounting (weekly)
– Monthly Financial Statements, KPI Analysis, and CPA Review
– Sales Tax Reconciliation, Preparation, & Filing
– Biweekly/Weekly Food and Labor Cost Analysis
– Bill Pay and Vendor Reconciliation Management
SUPPORT
– Unlimited Access to a Dedicated CPA
– Monthly Health Check-up Call
TECHNOLOGY
– QBO or R365
– Fathom
– xtraCHEF, or Marginedge
ADD-ONs
– Historical Accounting Records Clean-up
– 1099 Preparation & Filing
– Business Tax Preparation & Filing
– Individual Tax Preparation & Filing
RESTAURANT GROUP & FRANCHISES
CUSTOM PRICING
Ideal for multi-unit restaurant groups. You need proactive visibility into financial performance on a consolidated basis.
SERVICES
– Custom services
SUPPORT
– Unlimited Access to a Dedicated CPA
– Monthly Health Check-up Call
TECHNOLOGY
– QBO or R365
– Fathom
– xtraCHEF, Marginedge, or Restaurant365
ADD-ONs
– Historical Accounting Records Clean-up
– 1099 Preparation & Filing
– Business Tax Preparation & Filing
– Individual Tax Preparation & Filing