Built once. Maintained always.
Three ways to work with us. Pick the one that fits where your group is right now. Most clients stack a few.
Fractional Controller · ERP Clean-up & Implementation · Annual Audit, SOPs & Vault
Fractional Controller
For restaurant groups in the growth stretch. Past one location, on the way to several, where the accounting work has outgrown a part-time hand but the cash flow doesn't yet justify a full-time controller hire.
You know the moment we're built for. The first restaurant has become two. You're planning the third, and four is already on the horizon. The back office is being held together by you and your spouse on Sunday nights, or by your rockstar hourly who turned out to be good at admin and now spends three afternoons a week in the office. It's working. It's also stretched.
That's exactly where we come in. Controller-level judgment, in whatever shape fits where you actually are right now. We've watched this scenario play out many times, in every variation, and we know how to bridge it: not as a forever solution, but as the right help at the right size until you're ready to hire your own person.
We work in four shapes. Pick one, or stack a couple.
One-time project
Get going. Or get clean.
A defined-scope engagement to set up a new operation properly, or to clean up a set of books that's drifted. Fixed scope, fixed timeline, written hand-off at the end so your team can run with it.
Ongoing, month to month
Controller on retainer.
Recurring controller-level consultation. Available when questions come up, proactive on the things your team shouldn't have to think about. No long-term lock-in. Month to month, by design.
Internal training
Level up your existing team.
We work alongside the support staff you already have (bookkeepers, office managers, junior accountants) and bring them up the curve. Pair-programming for the back office, with documentation that outlasts the engagement.
Quarterly check-ins
Stay on track to year-end.
Four touchpoints across the year to make sure your books are tracking toward a clean year-end close. We catch the things monthly noise hides: accruals drifting, reconciliations slipping, accounts that need reclassifying before December.
ERP Clean-up & Implementation
Restaurant365 done right, and other restaurant accounting platforms when that's the better fit. Over a decade inside R365 every day, deep enough to fix what other implementations got wrong.
Most ERP problems don't show up looking like ERP problems. They show up as reports that don't tie, integrations that drift, and a chart of accounts that's outgrown the way the business actually runs. We get into the system and make it work the way you do, not the way the original setup was guessing at three years ago.
- Greenfield Restaurant365 implementation. Set up from scratch, with a chart of accounts, location structure, and entity model that fits how your group is actually organized.
- Audit and clean-up of an existing R365 instance. When the system was set up years ago, has drifted, and nobody's looked under the hood since.
- Migration from legacy or generic systems. QuickBooks, Sage, or another platform that's stopped fitting, moved into a hospitality-specific ERP without losing history.
- Integrations done right. POS, bank feeds, payroll, AP automation, wired in with reconciliation workflows that hold up at month-end.
- Reporting templates that match how operators read the numbers. Location P&Ls, prime cost dashboards, owner-level rollups. Built once, maintained always.
Annual Audit, SOPs & the Client Vault.
A yearly engagement that bundles three things: an outside accounting audit, the SOP work that comes out of it, and ongoing storage in our client vault. Your institutional memory, maintained year over year.
Most groups already have an accountant doing the day-to-day. What they're missing is a yearly outside review, the documentation that should be coming out of it, and a place to keep it all. We do that as one combined annual engagement, or in pieces.
Annual review
Annual Accounting Audit
Two to four weeks of outside-eyes review. Books quality, systems, continuity risk, and a written report with prioritized recommendations you can hand to ownership or your CPA.
Documentation
SOPs, written or updated.
Need SOPs built from scratch, or your existing ones brought up to date? Reach out. The annual audit usually surfaces exactly what needs writing.
Storage
The Client Vault.
A secure, organized home for SOPs, system credentials, vendor contacts, and the institutional knowledge your operation runs on. When your KPR (key person risk) eventually moves on, the memory of how things actually work stays right where you can find it.
Take it as one combined annual engagement, or pick just the piece you need. Most groups start with the audit and add documentation work as gaps surface.
Not sure which fits?
Most groups know within ten minutes of a conversation. If you need controller-level judgment without a full-time hire, the Fractional Controller engagement is the right shape. If your R365 instance has drifted or you're standing up a new system, start with ERP clean-up. If your accounting is solid and you just want a yearly check (with the documentation work that should follow), the annual engagement is the right starting point. We'll figure it out together.