Accounting Services for CPA Firms
The weekly delivery layer your restaurant clients have been asking for — without adding headcount.
The Problem Most CPA Firms Face
Your restaurant clients need more than quarterly financials. They need weekly visibility into food costs, labor, and cash position. But delivering that level of service means hiring specialized staff, managing POS integrations, and building workflows your firm was never designed for.
Most firms either turn down the work or stretch their team thin trying to deliver it. Neither option grows your practice.
How FinAcct Solutions Works With Your Firm
We become your dedicated accounting delivery team for restaurant clients. Your firm keeps the client relationship. We handle the weekly books.
Your clients receive closed books every week — not at month-end. P&L, balance sheet, and cash flow statements delivered on a consistent rhythm.
We connect directly to Toast, Square, Clover, and other restaurant POS systems alongside QuickBooks Online. Daily transaction categorization. Weekly reconciliation.
Food cost tracking, labor percentage analysis, prime cost reporting, sales mix breakdowns. The metrics restaurant operators actually need to make decisions.
Clients see your firm as the provider. We work as your back-office accounting team — invisible to the client, accountable to you.
What Your Firm Gains
Capacity without hiring. Take on more restaurant clients without recruiting, training, or managing additional staff. Our team scales with your client base.
A stronger client relationship. Weekly financial delivery keeps your clients closer. When they see current numbers every week, they call you for advice — not just at tax time.
Revenue per client increases. Advisory services become natural when clients already have weekly financials. The data is there. The conversations follow.
Specialized knowledge on day one. Restaurant accounting has its own chart of accounts, cost structures, and compliance requirements. We bring that expertise so your team doesn’t have to build it from scratch.
Who This Is For
This service is designed for CPA firms and accounting practices that:
- Have restaurant clients asking for more frequent financial reporting
- Want to grow their Client Accounting Services (CAS) practice without proportional headcount growth
- Need specialized restaurant accounting knowledge they don’t currently have in-house
- Are looking for a reliable delivery partner — not a competitor
How It Works
1. We learn your standards. Every firm has its own review process, reporting preferences, and client communication style. We adapt to yours.
2. We onboard the restaurant client. POS integration, bank feeds, chart of accounts setup, and historical cleanup if needed. Typically complete within two weeks.
3. Weekly delivery begins. Closed books delivered to your team every week. You review, you advise, you own the relationship.
4. Monthly reporting package. A complete financial package ready for your client review meetings — P&L, balance sheet, cash flow, and restaurant-specific KPIs.
Frequently Asked Questions
Will my clients know you’re involved?
Only if you want them to. Most firms prefer that we operate as their back-office team. Client-facing communication comes from your firm.
What POS systems do you support?
Toast, Square, Clover, Revel, Aloha, and most major restaurant POS platforms. If your client uses it, we’ve likely worked with it.
How does pricing work?
Pricing is per restaurant location, based on volume. We’ll walk you through the structure on a call so you can build your own margin on top.
What if my client has multiple locations?
Multi-unit operators are our specialty. Consolidated reporting across locations with individual P&Ls for each unit.
Do you work with firms outside of Texas?
Yes. Our team works with CPA firms across the United States. Everything is managed remotely through secure cloud-based systems.
Worth a Quick Conversation?
If your firm serves restaurant clients and you’re looking for a delivery partner, we should talk. No pitch deck. Just a straightforward look at how this works.