We organize our platform and our work based on the following 6 categories or tenets. We have found that this structure allows us to produce the highest quality and most timely results.
1. Capture
POS • Payroll • AP • Inventory • Banking
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2. Reconcile
Sales • Cash • Credit Cards • Payroll • Vendors↓
3. Account
General Ledger • COGS • Accruals • Fixed Assets↓
4. Analyze
Prime Cost • Labor • Food Cost • Unit Economics↓
5. Report
Location P&L • Consolidated P&L • Dashboards↓
6. Advise
Cash Flow • Forecasting • Expansion • Capital