Restaurant Accounting + CFO Advisory
YOUR RESTAURANT’S FINANCIAL BACKBONE — FROM CLEAN BOOKS TO CFO-LEVEL INSIGHT.
Clarity, confidence, and real KPIs for restaurant operators who want healthier margins.
No obligation • 30 minutes • Actionable insights
- Restaurant-only focus
- Month-to-month (no long contracts)
- Clear KPIs & margin visibility
Why Restaurants Choose Plate & Ledger
Restaurants don’t need generic accounting. They need financial clarity that reflects how the business actually runs — during service, behind the scenes, and in the margins where profitability is made or lost.
Built Exclusively for Restaurants
We work only with restaurants, cafes, and bars. That means no generic assumptions — just systems designed around hospitality margins, labor models, and daily operations.
Clarity That Drives Better Decisions
We go beyond bookkeeping to show where cash is going, what’s driving margin pressure, and where you can improve profitability — clearly and consistently.
Designed Around Real Operations
Our reporting cadence matches how restaurants actually operate: weekly visibility, real-time dashboards, and financials aligned to service cycles.
Operator-Led Perspective
Founded by someone who has invested in and operated restaurants. We understand owner decisions because we’ve made them ourselves.
Our Services
Everything Your Restaurant Needs for Financial Clarity
Plate & Ledger provides restaurant-only accounting, bookkeeping, and advisory services designed to support operators at every stage. From accurate monthly close and sales tax compliance to actionable financial insight, our services are built specifically for the operational realities of restaurants, cafes, and bars.
Restaurant Bookkeeping & Monthly Close
Accurate, restaurant-ready financials that give you consistent visibility into cash, margins, and performance. We keep your books clean, reconciled, and closed on a reliable schedule so you always know where you stand.
- Weekly bank and credit card reconciliation
- POS and payment platform integration
- Vendor bill and expense management
- Restaurant-specific chart of accounts
Tax Compliance & Filings
We handle the ongoing tax obligations that create risk and distraction for restaurant owners. From sales tax to payroll filings, we keep you compliant and ahead of deadlines — without surprises.
- Sales tax tracking and filings
- Payroll tax compliance
- Quarterly estimated payments
- Year-end tax filings
Restaurant Tax Planning & CFO Advisory
Proactive planning and advisory built for restaurant operators who want to keep more of what they earn. We help you make smarter structural and timing decisions with year-round guidance — not just at tax time.
- Strategic tax planning sessions
- Deduction and credit identification
- Entity and ownership structure review
- Ongoing advisory support
Financial Reporting & Cash Flow Visibility
Clear, restaurant-specific reporting that shows you what’s really happening in your business. We translate your P&L, cash flow, and key margins into insights you can actually use — week to week and month to month.
Weekly Flash Reports
Food Cost Analysis
Labor Cost Tracking
Prime Cost Monitoring
For GROWING BRANDS
Built to Support Growing Restaurant Groups
Scaling beyond a single location brings new complexity. Plate & Ledger supports growing restaurant groups with the reporting, structure, and financial visibility needed to manage multiple locations, prepare for expansion, and operate with confidence.
Consolidated and location-level reporting
Store-to-store performance comparisons
Financial infrastructure for expansion
Investor- and lender-ready financials
GET ACCESS TO A DEDICATED RESTAURANT CPA
We’ll manage your books and taxes
Client Success Stories
Trusted by Restaurant Operators Nationwide
Don’t just take our word for it. Here’s what restaurant owners and operators say about working with Plate & Ledger.
4.9/5
Average Rating
200+
Restaurant Clients
98%
Client Retention
100%
Would Recommend
Trusted Credentials
Restaurant365
Certified Partner
QuickBooks
ProAdvisor
ADP Payroll
Certified
Licensed CPAs
Credential
Work With a Restaurant-Focused Financial Partner
We handle the financial complexity behind the scenes so you can focus on running a stronger, more profitable restaurant.
Our Story
Built by Restaurant Operators, For Restaurant Operators
Plate & Ledger was built to solve a problem we experienced firsthand as restaurant owners: financial reports that were technically accurate, but practically useless. Traditional accounting handled compliance — but it didn’t provide the clarity or insight needed to make better decisions.
While operating our own restaurant and café, we developed the accounting and advisory framework we wished existed. One that delivered clean books, reliable reporting, and practical insight tied directly to food costs, labor, and cash flow. What began as an internal system quickly became the foundation for Plate & Ledger — a firm designed around how restaurants actually operate.
Ready to Get Clarity?
Stop Guessing. Start Knowing
Join restaurant operators who’ve replaced guesswork with clear financial insight. The Free Profit Review is a focused conversation to understand your business, identify opportunities, and outline next steps — no pressure, no obligation.
