Nonprofits

The goal of most nonprofit organizations and is to avoid budget deficits while providing the greatest benefit to the public by strategically allocating the resources that are available. In this respect, we work with you to ensure your financial reporting provides the appropriate insight to help you thrive and deliver your mission. Our accounting firm believes that you should have real-time access to information that will allow you to make key decisions regarding donor funds. We’ve implemented cutting-edge accounting technology and processes that have allowed nonprofit organizations to proactively track restricted and unrestricted funds, manage payroll and HR, use funds effectively, report to donors, and provide valuable high-level information for their boards.

Some of our clients
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Restaurants & Bars

Restaurant and bar operators need to be empowered with real-time visibility into their food cost, labor cost, fluctuations in ingredient pricing, and employee productivity. 

Our restaurant accounting services are designed to reduce the burden on your management and provide you with the timely and accurate KPIs you need to manage and grow your restaurant or restaurant group at the fraction of the price of an in-house bookkeeper. 

We’ve partnered with MarginEdge to provide daily COGS reporting, automatic inventory tracking, recipe pricing, automated accounts payable, and theoretical usage reporting. Depending on your budget and size, we will either manage the entire workflow from bill entry and payroll to daily KPI reporting and monthly financial statements, or only provide monthly or 4-week financial statements. We use our restaurant and technology expertise to ensure our clients are following industry best practices and gaining value from their accounting team. 

This is complemented by our in-depth knowledge of tax issues related to the restaurant industry. This includes, but is not limited to FICA tip credit, form 8027 tip reporting, cash vs accrual decisions, donated food inventory contributions, and tax depreciation.

We ensure our clients are taking advantage of all tax benefits available for the industry while staying compliant with all IRS, state, and local filing requirements. 

Some of our clients
restaurants-bars-1
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restaurants-bars-3
restaurants-bars-4
restaurants-bars-5
restaurants-bars-6
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albi-square
taco-bamba
poca-madre
rito-loco-square-for-upload
el-techo-for-upload
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ice-house-cropped
madhatter-square-logo
shaws-tavern-logo-square
prost-square-blue-logo
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Professional
Services

Are you a professional services company or agency that is lacking the timely and accurate reporting needed to make strategic growth decisions?  We will use our proven process and tech to ensure you have access to the financial reporting and KPIs necessary for assessing your labor efficiency, profitability, strategy, and growth value.

Professional services companies are typically structured as pass-through entities, therefore we deeply consider the personal tax implications of the key partners or shareholders when developing a tax strategy. 

Some of our clients
professional-services-2-2
professional-services-3
professional-services-4
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local-grit-square

The goal of most nonprofit organizations and is to avoid budget deficits while providing the greatest benefit to the public by strategically allocating the resources that are available. In this respect, we work with you to ensure your financial reporting provides the appropriate insight to help you thrive and deliver your mission. Our accounting firm believes that you should have real-time access to information that will allow you to make key decisions regarding donor funds. We’ve implemented cutting-edge accounting technology and processes that have allowed nonprofit organizations to proactively track restricted and unrestricted funds, manage payroll and HR, use funds effectively, report to donors, and provide valuable high-level information for their boards.

Some of our clients
nonprofits-1
2
nonprofits-3
nonprofits-4
nonprofits-5
nonprofits-6
wpms
lcnv-cropped

Restaurant and bar operators need to be empowered with real-time visibility into their food cost, labor cost, fluctuations in ingredient pricing, and employee productivity. 

Our restaurant accounting services are designed to reduce the burden on your management and provide you with the timely and accurate KPIs you need to manage and grow your restaurant or restaurant group at the fraction of the price of an in-house bookkeeper. 

We’ve partnered with MarginEdge to provide daily COGS reporting, automatic inventory tracking, recipe pricing, automated accounts payable, and theoretical usage reporting. Depending on your budget and size, we will either manage the entire workflow from bill entry and payroll to daily KPI reporting and monthly financial statements, or only provide monthly or 4-week financial statements. We use our restaurant and technology expertise to ensure our clients are following industry best practices and gaining value from their accounting team. 

This is complemented by our in-depth knowledge of tax issues related to the restaurant industry. This includes, but is not limited to FICA tip credit, form 8027 tip reporting, cash vs accrual decisions, donated food inventory contributions, and tax depreciation.

We ensure our clients are taking advantage of all tax benefits available for the industry while staying compliant with all IRS, state, and local filing requirements. 

Some of our clients
restaurants-bars-1
restaurants-bars-2-2
restaurants-bars-3
restaurants-bars-4
restaurants-bars-5
restaurants-bars-6
pie_logo_black_circle_tag
meander-2
albi-square
taco-bamba
poca-madre
rito-loco-square-for-upload
el-techo-for-upload
big-stick-cropped
fishscale-cropped
ice-house-cropped
madhatter-square-logo
shaws-tavern-logo-square
prost-square-blue-logo
801-logo

Are you a professional services company or agency that is lacking the timely and accurate reporting needed to make strategic growth decisions?  We will use our proven process and tech to ensure you have access to the financial reporting and KPIs necessary for assessing your labor efficiency, profitability, strategy, and growth value.

Professional services companies are typically structured as pass-through entities, therefore we deeply consider the personal tax implications of the key partners or shareholders when developing a tax strategy. 

Some of our clients
professional-services-2-2
professional-services-3
professional-services-4
professional-services-5
professional-services-6
professional-services-1
7
local-grit-square