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Services

Core Service Pillars

Every engagement is built around four pillars: your numbers, your restaurant ops, your workflows, and the tools that tie it all together.

Pillar 1 — Numbers

Financial Systems & Bookkeeping

For owners who want clean, trustworthy numbers every month.

  • QuickBooks setup, cleanup, and monthly close rhythms.
  • Chart of Accounts designed for restaurants or small teams.
  • Receipt → Shoeboxed → QuickBooks automation flows.
  • Cash-flow guardrails, Budget vs Actual, and simple KPI views.
QuickBooks Shoeboxed Synder Refresh.me

See typical pricing on the Pricing page: QuickBooks Cleanup Lite & Books → Systems Starter.

Pillar 2 — Restaurants

Restaurant & Foodpreneur Consulting

For soul-food spots, ghost kitchens, and food trucks that need the math to work.

  • Menu costing, delivery channel mix, and food cost control.
  • POS review and alignment with your accounting system.
  • Vendor, inventory, and prep workflows that fit real shifts.
  • Restaurant Operations Overhaul for serious turnarounds.
QuickBooks MRPeasy DoorDash Partner Onramp Funds

See related packages: Restaurant Profit Starter & Restaurant Operations Overhaul on Pricing.

Pillar 3 — Workflows

Operations & Workflow Automation

For teams tired of running the business out of inboxes and memory.

  • Map your sales, onboarding, or operations into clear workflows.
  • Build monday.com boards that mirror how your team actually works.
  • Automated proposals, contracts, and approvals with PandaDoc.
  • Payroll & onboarding flows powered by Gusto and Passpack.
monday.com PandaDoc Gusto Passpack

See: Business Workflow Blueprint & Business Systems & Automation Build on Pricing.

Pillar 4 — Tools & Training

Partner Ecosystem Implementation & Training

For owners who want the right tools, configured the right way.

  • Select only the tools that match your stage and budget.
  • Implement and integrate your chosen stack into daily ops.
  • Owner and team training so people actually use the systems.
  • Light ongoing support or retainer to keep things tuned.
1Password Outgrow WhatConverts PartnerStack

Explore the full stack on the Partner Ecosystem page.

How We Work Together

Every engagement follows a simple path. You’ll always know what we’re doing, why we’re doing it, and how it ties back to profit.

  1. 1
    15-Minute Strategy Call

    We talk through your books, operations, and tech stack. You don’t need perfect numbers to start.

  2. 2
    Clarity & Roadmap

    We recommend a starting point — mini-audit, cleanup, or blueprint — and outline a 90-day game plan.

  3. 3
    Build the Systems

    We clean up, streamline, and automate. You get real-time visibility and less chaos week by week.

  4. 4
    Support & Adjust

    We stay available for retainer support or periodic check-ins as you grow.

Start with the Strategy Call

No pressure, no long-term commitment required to talk.

Services by Stage

Clean Up → Streamline → Automate → Grow

Stage 1 — Clean Up

Profit Leaks Mini-Audit · Numbers Snapshot & Scorecard · QuickBooks Cleanup Lite → See Clean Up options

Stage 2 — Streamline

Restaurant Profit Starter · Business Workflow Blueprint → See Streamline options

Stage 3 — Automate

Books → Systems Starter · Business Systems & Automation Build → See Automate options

Stage 4 — Grow

Restaurant Operations Overhaul · Monthly Retainers & Fractional Support → See Grow options

Not sure which stage you’re in? Book the 15-minute call and we’ll show you.

Powered by a Real Partner Ecosystem

We don’t just “recommend software.” We implement and connect a stack of tools that work together — so your systems keep paying you back long after the project ends.

QuickBooks & Shoeboxed monday.com & PandaDoc Gusto & Passpack MRPeasy & DoorDash Partner

Many of these tools have affiliate programs we’re part of — but they’re in our stack because they work in real kitchens and real back offices, not just on sales pages.

View the Full Partner Ecosystem

What This Means for You

  • Fewer logins, fewer surprises, and less double entry.
  • Clear ownership: every tool has a job and a “why.”
  • Support from someone who actually uses the tools in a real business.
  • Systems designed to keep working as you add locations, staff, or channels.
Do I have to use every tool in your stack?

No. We start with your budget, your team, and your reality. Then we select only the tools that move the needle for you right now.

Can you work with tools we already use?

Yes. We’ll assess what to keep, what to replace, and what needs better integration so you’re not paying for software that no one uses.

Ready to stop running your business on chaos?

Whether you’re running a soul food restaurant, a growing food brand, or a small team that’s outgrown spreadsheets, we’ll help you build systems that make profit inevitable.

Book Your 15-Minute Strategy Call

Prefer to reach out another way?

You can also use the contact form to share more detail about your situation.

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