EXEC FINANCIALS, PLLC
🟩 TIER 1 — Core Restaurant Bookkeeping
$1,100 / location / month
Best for single-location operators under ~$2M revenue who need clean, tax-ready books.
Includes:
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Bank & credit card reconciliations
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POS sales import (Toast, Square, Clover, etc.)
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Vendor bill entry & categorization
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COGS & expense classification
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Monthly P&L + Balance Sheet
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Sales tax report prep (no filing)
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Payroll journal entry posting
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Tax-ready books for CPA
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Email support (48-hour response)
🟨 TIER 2 — Monthly Restaurant Financial Oversight ⭐ Most Popular
$1,600 / location / month
Best for owner-operators and small groups that want control, not just bookkeeping.
Includes everything in Tier 1 PLUS:
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Restaurant365 workflow support
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Daily sales sync & weekly sales review
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Weekly bank import & soft reconciliation
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Food, labor & prime cost analysis
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Monthly financial review call (30–45 min)
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KPI dashboard (sales, labor %, food %, prime)
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Cash flow guidance (30–90 day outlook)
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Budget vs actual summary
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CPA coordination
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Priority email support (24-hour response)
🟥 TIER 3 — Fractional Restaurant Controller / CFO
$3,500 / location / month
Best for multi-unit groups, investors, franchised operators, and scaling concepts.
Includes everything in Tier 2 PLUS:
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Weekly financial oversight
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Rolling 12-month cash flow forecast
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Full budget vs actuals monthly
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Location-level & concept-level profitability
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Labor optimization & scheduling modeling
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Vendor cost analysis & COGS compression
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AP oversight for cash control
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AR oversight for catering / events
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Monthly executive summary
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Quarterly strategic planning session
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Bank & investor reporting
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Direct Slack access
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Same-day response SLA
Tools we work with
Toast
ADP
Gusto
QuickBooks / Xero
MargineEdge
TripleSeat
Mews