▪ As part of the onboarding process we will spend time together getting into your world.
▪ We will define what’s working well and what short-term and long term improvements are your priorities.
▪ We will align on your requirements for access, processes and timelines.
▪ During this introductory phase, we will review your historical financial transactions, chart of accounts configuration and financial reporting packages
and provide recommendations for improvement and/or GAAP compliance

▪ Includes all fractional CFO accounting processes noted in a la carte offerings
▪ *Annual fee $15,000, billed $1250 monthly

▪ Using historical performance and professional insights into where revenues and expenses can be optimized, we will create detailed annual budget to define monthly and quarterly financial milestones for sales and profitability.

▪ Upon request, we can provide a complete spectrum of analysis, tools or projects to positively impact business decisions and processes.
▪ Sample offerings include: menu and recipe costing, profitability analysis, system conversions, forecasting, SOP creation, HR documents, financial, asset acquisition and disposition modeling, labor and productivity studies, theoretical food and beverage cost, contract review, etc.