Clean Books. Clear Financials.
Specialized Retail & Restaurant Accounting Services
Get Clear on Your Numbers—So You Can Focus on Serving Customers
Whether you run a coffee shop, retail store, or full-service restaurant, we handle the financials so you can manage your team, serve your customers, and grow with confidence.
Built For Wellness & Success
Why Retailers & Restaurateurs Work with Us
✅ Industry-Specific Bookkeeping
We know the ins and outs of POS systems, merchant fees, inventory costs, and tip reporting.
✅ Daily Sales & COGS Tracking
We help you track gross profit, labor, and food/beverage costs—so you always know your margins.
✅ Payroll, Tips & Labor Compliance
From hourly staff to salaried managers, we handle payroll, tip pooling, and labor compliance.
✅ Sales Tax Filing Made Easy
Accurate, on-time sales tax filing—so you stay compliant with the CDTFA and avoid penalties.
✅ Proactive Financial Guidance
Monthly reports, KPIs (food cost %, labor %, profit margins), and strategic insight to help you grow.
Who We Work With
We specialize in supporting wellness professionals and businesses—from yoga studios and med spas to holistic clinics and personal trainers.
If your work is about healing, movement, or mindful living, we’re here to keep your finances just as balanced.
Restaurants
Specialty Retail Stores
Cafes
Reliable Support, Every Month
Our Core Services
🍴 Daily & Monthly Bookkeeping
💵 Payroll + Tip Reporting & Wages
📊 Financial Reporting & KPI Dashboards
🧾 Sales Tax Filing & 1099s
📦 Inventory & COGS Tracking
📅 Catch-up & Cleanup Projects
💡 Profitability & Growth Planning
What Clients Are Saying
Client Feedback
We went from break-even to profitable in less than 90 days.”
What Clients Ask Most
FAQ
Do you work with both solo providers and larger teams?
Yes. We tailor our services whether you’re just starting out or have multiple locations and employees.
Can you help with sales tax filings and payroll?
Absolutely. We handle it all—sales tax, 1099s, payroll, and more.
How much does it cost?
Plans start at $399/month. We’ll customize pricing based on your business size and needs.
Ready to Simplify Your Financials?
Let’s make your finances feel as good as your services.