1:1 Guidance

If you’re looking for something completely integrated and tailored to your specific needs, 1:1 guidance might be the right step for you.

  • • Setting Up your account in QBO (creating a chart of accounts specific to your industry, creating a vendors/clients list, etc.)

    • How to Record Income & Expenses

    • Understanding Accounts Payable & Receivable

    • The importance of Bank Reconciliations

    • Understanding your financial statements, (Balance sheet, Profit & Loss, A'P's report)

  • - Accounting for Gifts Cards, Tips, Service Charges & Gratuities

    - Understanding Sales Reconciliations for Sales Tax Payment

    - Accounts Payable & Vendors Management

    - The importance of knowing your 'Prime Cost'

    - Understanding COGS

    - Review of Inventory & Food Cost

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Set Up and training

Optimize your QuickBooks account setup and improve your team's proficiency in bookkeeping.

  • - Accounting software (QBO) Set Up

    - Record Income and Expenses using industry specific software (Toast POS, XtraCHEF by Toast, or Amazon and Shopify integrations.)

    - Set up Account Payable system, vendor software application and integration.

    - Set up of Sales Tax License and how to track it in QBO

    - Provide Excel Workbooks (Templates) to keep track of sales, deposits, labor & expenses.

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  • - Food Costs Control

    - Weekly Prime Cost

    - Cash Flow Management

    - Preparation of Biweekly Payout of Payroll and Tips

    - Account Payable & Vendors Management

    - POS System Integrations Training

Monthly Support

On-going assistance to help you effortlessly manage your finances, get caught up and keep your books current.

  • What should we know about the services you provide? Better descriptions result in more sales.

  • What should we know about the services you provide? Better descriptions result in more sales.

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Monthly Support and bookkeeping

If you’re looking for something completely integrated and tailored to your specific needs, 1:1 guidance might be the right step for you. Learn what you can expect in a session or book a free consultation today.

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