Services

The whole finance seat, off your plate.

Monthly books plus a fractional CFO, one flat fee, for food brands and hospitality groups that take their numbers as seriously as their craft.

Fed & Funded · Monthly

Books, closed every month

Bank, card, POS, Shopify/Amazon & distributor data reconciledIncluded
Inventory & COGS (brands) · prime cost by location (groups)Included
Closed within 5 business days of your last statementIncluded

A fractional CFO

Monthly numbers meetingIncluded
Budget, forecast & 13-week cash planIncluded
Pricing & margin workIncluded

Capital

Raise and lender support: the model, pitch-deck numbers, investor updatesIncluded

Dashboards & portal Coming soon

Live KPIs, cash & runway · one client portalComing soon

Answers

Ask anytime. Real answers within 4 business hours, and within a day on weekendsIncluded
Surprise invoicesNone
One flat monthly fee.

Growth makes the numbers harder to read. We keep them clear.

For brands

Strong velocity and a thin margin per case can sit on the same P&L. Trade spend, distributor deductions, slotting, freight and co-man minimums all land after the PO is celebrated. By the time a generic bookkeeper books them, you've already said yes to the next reset.

For restaurant & hospitality groups

A single blended P&L tells you how the group did. It doesn't tell you which location is carrying the others. Prime cost by location, every month, does.

2.8¢

At a full-service restaurant, the median pre-tax profit is 2.8 cents on the dollar. A two-point miss on prime cost can be the whole year's profit.

How it fits together

Everything feeds one set of books.

  • Bank and cardsevery account
  • POSToast, Square
  • PayrollGusto, ADP
  • Online salesShopify, Amazon
  • DistributorsUNFI, KeHE, deductions
  • Vendor billsfood, freight, co-man
  • A closed monthwithin 5 business days
  • A one-page planwhat changed, what's next
  • A cash forecastthe next 13 weeks

You read one page. The rest is ours.

Hover or tap any line
Who it's for

Two kinds of operators, and what we own for each.

i.

Challenger CPG brands

You're under $5M in sales, moving into retail or distribution, working with a co-manufacturer, and raising or borrowing soon.

Inventory and COGS, closed every month. Trade spend and deductions tracked against the promo that caused them. Margin by SKU and by channel, after deductions. A 13-week cash forecast tied to your PO and production calendar. When you raise or borrow: the financial model, the numbers in your pitch deck, and monthly investor updates.

Book the brands intro call (opens in new tab)
ii.

Restaurant & hospitality groups

You run two or more locations or do $4.5M+ in annual sales, and you want to sit down with the numbers every month.

POS, payroll and vendor data reconciled. Prime cost by location, every month. Pricing analysis, from plate costs to event and rental rates. When you open or borrow: the new-location model and the lender package.

Book the restaurant & hospitality intro call (opens in new tab)

A restaurant group launching a packaged line? You're both.

Not included

Bill pay, payroll runs and sales tax filing stay with your team or provider. We coordinate with whoever runs them. Tax returns go to a partner CPA (or yours), using the books we keep.

Hand us the numbers.

30 minutes on where they stand and what comes next.