Monthly Restaurant Bookkeeping Investment
Structured monthly bookkeeping that keeps your financial records organized, your reporting consistent, and your numbers clear.
Starting at $500/month
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| Services |
Foundation
Starting at $500/month |
Growth ★
Starting at $900/month |
Executive
Starting at $1,400+/month |
|---|---|---|---|
| Monthly Financial Reports | ✔ | ✔ | ✔ |
| POS Sales Reconciliation | ✔ | ✔ | ✔ |
| Delivery Platform Reconciliation | — | ✔ | ✔ |
| Merchant Processor Reconciliation | — | ✔ | ✔ |
| Transaction Review Across All Sales Channels (POS & Delivery Platforms) | — | ✔ | ✔ |
| Food & Labor Cost Visibility (Prime Cost Tracking) | — | — | ✔ |
| COGS Alignment (Food & Beverage Cost Tracking) | — | — | ✔ |
| Sales Breakdown by Channel | — | — | ✔ |
| Monthly Financial Summary for Decision-Making | — | — | ✔ |
Final pricing is based on account structure, transaction volume, and operational complexity. A customized proposal is provided after consultation.
Foundation
For single-location restaurants with streamlined financial activity.
Designed for restaurant owners who need consistent monthly bookkeeping with a clean, structured foundation.
- Reconciliation of up to 2 bank accounts and 2 credit cards
- POS sales reconciliation (Toast, Square, Clover)
- Monthly Profit & Loss and Balance Sheet
- Structured month-end close process
Growth
For restaurants managing multiple sales channels and increased transaction volume.
Built for restaurants with expanded operations requiring additional visibility across multiple revenue sources.
- Everything included in Foundation
- Reconciliation of up to 3 bank accounts and 4 credit cards
- Delivery platform reconciliation (Uber Eats, DoorDash, Grubhub)
- Merchant processor alignment (Stripe, Square, Worldpay)
- Transaction review across all sales channels (POS & delivery platforms)
Executive
For high-volume or multi-location restaurant operations.
Designed for restaurant owners who need deeper financial visibility and structured reporting beyond standard bookkeeping.
- Everything included in Growth
- Multi-location financial coordination
- Food & beverage cost tracking (COGS alignment)
- Prime cost visibility (food & labor cost structure)
- Sales breakdown by channel
- Monthly financial summary for operational clarity
Catch-Up & Clean-Up Services
For restaurants that need prior bookkeeping brought current before ongoing monthly services begin.
Designed for restaurant owners whose books are behind, disorganized, or in need of correction before transitioning into a structured monthly bookkeeping process.
- Prior months brought fully up to date
- Account reconciliations completed, reviewed, and aligned
- Uncategorized transactions organized and properly classified
- Financial records structured for accurate ongoing reporting
Catch-up services are completed on a per-month basis. Each month is fully structured, reconciled, and brought to reporting readiness at the applicable monthly service rate, based on account complexity and transaction volume.
Catch-up work is performed as part of the onboarding process for clients entering ongoing monthly bookkeeping services, ensuring financial records are properly structured before consistent reporting begins.
QuickBooks Online Financial System Setup
Structured QuickBooks configuration designed to support accurate restaurant bookkeeping and reporting.
This one-time setup ensures your financial system is properly aligned with your operations, sales channels, and reporting requirements from the start.
- Chart of accounts structured for restaurant operations
- Bank and credit card account connections
- POS and merchant processor integration alignment
- Delivery platform mapping (Uber Eats, DoorDash, Grubhub)
- Initial financial structure setup for consistent reporting
Starting at $500 (one-time)
Final pricing is based on system configuration, business structure, and integration requirements.
Included as part of onboarding for clients enrolled in the Executive service level.
Most Requested Add-On
Weekly Performance Reporting Add-On
For restaurant owners who want more frequent visibility into key operating numbers throughout the month. This add-on provides a structured weekly reporting view to monitor performance trends between monthly closes.
May Include
- Weekly sales totals
- Sales breakdown by channel (POS, pickup, and delivery platforms)
- Prime cost visibility
- Labor percentage tracking
- COGS percentage tracking
- Weekly trend summaries
Availability
Available as an add-on to Growth and Executive packages.
Starting at $250/month.
Final pricing depends on reporting scope, systems, and data availability.
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