Essentials
Single location, under 300 transactions/month, simple or no payroll
$500/mo (per month)
- Monthly bank & credit card reconciliation
- Transaction categorization
- Monthly P&L and Balance Sheet
- Tax-ready books for your CPA
Restaurant Bookkeeping in Dutchess County, NY Financial Clarity for Dutchess County Restaurants
You didn't open a restaurant to chase receipts and reconcile DoorDash payouts. I handle the numbers so you can handle the kitchen.
🇺🇸 Certified Service-Disabled Veteran-Owned Business
Works with the tools you already use
- Toast
- Square
- Clover
- QuickBooks Online
- DoorDash
- Uber Eats
- Grubhub
If Any of This Sounds Familiar, You're Not Alone
Six moments every Dutchess County restaurant owner knows too well
See how weekly bookkeeping fixes it-
The Tax Season Scramble
It's March, and you still haven't sent your CPA anything. Your books are eight months behind, and you're hoping the extension doesn't turn into a penalty.
-
The POS-to-Bank Mystery
Your POS says $12,000 in sales. Your bank says $9,400. You know something's wrong but don't have time to trace it, so you move on.
-
The Delivery App Black Hole
DoorDash, Uber Eats, and Grubhub deposit money every week. You have no idea if you're actually making money on those orders.
-
The Prime Cost Blind Spot
You don't know your food cost percentage, your labor cost percentage, or whether either is where it should be.
-
The 60-Hour Week Trap
60 hours in the restaurant, another 10 on the books. You didn't open a restaurant to spend Sundays categorizing receipts.
-
The CPA Frustration
Your CPA keeps asking for documents you don't have. You feel like you're failing at something you were never trained to do.
Restaurant Bookkeeping That Actually Tells You Something
Six pieces of your financial back office, handled every week
-
Weekly POS-to-Bank Reconciliation
Every week, your Toast, Square, or Clover sales matched against your bank deposits. No unexplained gaps.
-
Delivery App Fee & Tip Tracking
Every DoorDash, Uber Eats, and Grubhub payout reconciled. See gross sales, commissions, fees, and tips separately.
- Gross sales
- Commissions
- Fees
- Tips
-
Prime Cost Dashboard
Food, beverage, and labor cost as a percentage of sales — calculated weekly, not once a year.
-
Tax-Ready Books
Every transaction categorized and reconciled. When tax season arrives, your CPA gets a clean file.
-
Monthly Financial Reports
A P&L, balance sheet, and cash flow summary — with plain-English commentary on what changed.
- P&L
- Balance sheet
- Cash flow summary
- Plain-English commentary
-
Cash Flow Visibility
A forward-looking view of your cash position, so you know when to invest and when to hold tight.
A Local Partner Who Understands Restaurant Math
I'm not a faceless national service. I'm based right here in Dutchess County, and I work exclusively with food and beverage businesses.
I know the difference between a comp and a void. I know why your Friday deposit doesn't match your Friday sales. I know that a 2% swing in food cost is the difference between profit and closing.
My job is simple: keep your books clean, your margins visible, and your CPA happy. You focus on the kitchen. I'll handle the numbers.
Built on Service. Run with Discipline.
I'm a certified service-disabled Veteran, and I run this practice with the same values I learned in uniform: accountability, precision, and follow-through. When I say your books will be reconciled every week, they will be. When I say I'll respond within 24 hours, I will. You served your customers. I served my country. Now I'm here to serve Dutchess County restaurants.
Serving restaurants in
- Poughkeepsie
- Beacon
- Rhinebeck
- Hyde Park
- Fishkill
- Wappingers Falls
-
Local
Based in Dutchess County
-
Specialized
Restaurants are my only focus
-
Responsive
Answers within 24 hours
-
Scalable
Systems built for growth
How Restaurant Bookkeeping Works
Getting started is simple: three steps, two weeks, zero learning curve
-
Free 20-Minute Clarity Call
We talk for 20 minutes. You tell me what's frustrating you about your numbers. No pressure, no obligation.
-
I Connect to Your Systems
Once we agree to work together, I connect to your POS, bank, and delivery platforms. You don't need to learn any new software.
-
You Get Clean Books and Clear Numbers
Weekly reconciliation, a monthly plain-English summary, and your prime cost dashboard. No surprises.
Book Your Free 20-Minute Call
Most clients are fully onboarded within two weeks.
Simple, Flat-Rate Restaurant Bookkeeping Pricing
No hourly billing. No surprise invoices. You pay a flat monthly fee based on your transaction volume and complexity.
Growth
Active delivery apps, tipped payroll, 300–800 transactions/month
$800/mo (per month)
- Everything in Essentials
- Weekly POS-to-bank reconciliation
- Delivery app fee & tip tracking
- Weekly Prime Cost Dashboard
- Monthly financial commentary
Multi-Unit / High Volume
Multiple locations or 800+ transactions/month
Custom
- Everything in Growth
- Consolidated financials
- Unit-level P&L
- Priority support
-
Books already behind?
Ask about a one-time catch-up project. Most restaurants are caught up within 30–60 days.
-
Need payroll handled?
Payroll processing is available as an add-on.
-
You own your data
Your books and your QuickBooks subscription stay yours if we ever part ways.
Restaurant Bookkeeping FAQs
Questions restaurant owners ask before they get started
Do I need to switch my POS or accounting software?
No. I work with Toast, Square, Clover, and QuickBooks Online. If you already have them, great — if not, I'll help you set them up as part of onboarding.
How do you handle DoorDash, Uber Eats, and Grubhub reconciliation?
This is one of my core specialties. I reconcile every payout against your POS sales, so you see gross sales, commissions, fees, and tips separately.
How do I send you my receipts?
Snap a photo and text it, forward it to a dedicated email, or upload it to a secure portal. No spreadsheets, no shoeboxes, no chasing.
Do you handle tip reporting and payroll?
I track tips as a liability, not revenue, and coordinate with your payroll provider for compliant reporting. Payroll processing is available as an add-on.
Will you file my taxes?
No — I prepare your books so your CPA can file your returns. I work alongside your tax preparer, or can refer you to a trusted local one.
How long does it take to get started?
Most clients are fully onboarded within two weeks — one week for access setup, one week for the first reconciliation.
What if my books are already a mess?
That's common. I offer a catch-up service priced as a one-time project based on how far behind you are — most restaurants are caught up within 30–60 days.
How do you keep my financial data secure?
Bank-level encryption, secure client portals, and read-only access to your accounts. Your data is never shared or sold.
What happens if we decide to part ways?
You own your data and your QuickBooks subscription. If you leave, I provide a clean handoff to your new bookkeeper or CPA.
What do you need from me each month?
Very little — account access, a way to reach you, and about 15 minutes to review your monthly report.
Still have a question?Ask it on a free 20-minute call
Stop Guessing. Start Knowing.
Your numbers should give you confidence, not anxiety. No pressure. No obligation. Just a conversation.
- Free 20-minute call
- No pressure
- No obligation
🇺🇸 Support a Certified Service-Disabled Veteran-Owned Business