Who we help
Restaurants & Food Service
Restaurants run on two numbers — food cost and labour cost — and a month-old P&L is far too late to act on either.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Prime cost, weekly
Food plus labour as a percentage of sales is the number that decides whether the restaurant survives. Monthly is too slow.
Daily sales reconciliation
POS, delivery platforms, card processors and cash all have to tie out every day, or discrepancies become untraceable.
Tip reporting & credits
Tip allocation, the FICA tip credit and reporting thresholds are easy to get wrong and expensive to correct.
Delivery platform economics
Third-party commissions, marketing fees and the sales tax the platform collects all need separating out to see true margin.
Sales tax on prepared food
Hot food, cold food, to-go and dine-in are treated differently in California. Auditors know this even when owners do not.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- Daily sales journal built from your POS and reconciled automatically
- Weekly prime cost reporting rather than a monthly autopsy
- Tip reporting and the FICA tip credit handled properly
- Delivery platform income and fees separated so real margin is visible
- CDTFA sales tax categories configured correctly at the POS level
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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Payroll Services
Running the numbers is the easy part. Staying on the right side of the EDD, wage orders, sick-leave accrual and worker classification is where employers actually get hurt.
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Sales Tax & CDTFA Compliance
California layers district taxes on the state rate, treats marketplace sales differently, and audits sellers more actively than most states.
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Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.