Virtual Bookkeeping Services For Restaurants

Our bookkeeping services start with an initial assessment. During this phase, we thoroughly understand the specific needs and goals of your business. We recognize that every business has its own set of financial requirements and objectives.

What We Do:

• Analyze Your Current Financial Health: We will review your financial processes, software, and financial records (if available). This helps us understand any existing gaps in your system.

• Pinpoint Key Bookkeeping Needs: Based on your operations, industry, and growth stage, we will identify the critical aspects where bookkeeping support is needed, whether it is cost tracking or financial analysis.

• Align with Your Goals: We ask questions to better understand your short-term and long-term goals. Do you want to improve cash flow management? Are you preparing for tax season? Do you need detailed statements for investors?

• Customization: Based on the insights gathered, we will propose a bookkeeping strategy that’s customized to your needs.

• Outline Payment Structure: During/after this consultation, we will outline our payment structure, including cost breakdown, billing frequency, and payment methods.

Once we understand your business’s needs, we move on to setting up your bookkeeping system.

What We Do:

• Select the Appropriate Accounting Platform: We use QuickBooks Online, known for its user-friendly interface.

• Set Up Your System:

  • COA Setup: We create a customized chart of accounts.
  • Bank Account Integration: We connect your bank accounts for seamless reconciliation.
  • Invoice and Payment Setup: We customize payment options.
  • Record Migration: If applicable, we securely transfer historical financial data.

• Software Training: We provide training sessions.

• Payment Integration: We integrate PayPal, Stripe, credit card processors.

After the setup, we manage the ongoing bookkeeping processes.

What We Do:

• Income & Expense Categorization

• Bank and Credit Card Reconciliation

• Financial Reporting

  • Profit and Loss Statements
  • Balance Sheets
  • Cash Flow Statements

• Accounts Payable and Receivable Management

  • Accounts Payable
  • Accounts Receivable

• Payroll Services

• Financial Clean-Up

• Monthly Business Consultation

Our commitment to your business doesn’t end with monthly reports. We offer dedicated assistance.

What We Do:

• Review Financial Reports

• Monitor Financial Performance

• Strategic Advice

• Dedicated Support

• Tax Compliance Updates

• Troubleshooting

• Growth Support

• Payment Assistance