clever bean advisory
Building revenueS, profits and relationships
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Please complete this form, and one of our experts will contact you within 1-2 Business days
How can we help?
We keep your Financial Records Accurate for your Resturant
Financial Transparency
We contribute to a transparent financial picture by building trust for potienial investors, lenders, and business partners.
Operational Efficiency
By streamlining your financial processes, we can enhance your overall operational efficiency. giving you more time for restaurant management.
Long-Term Financial Health
Through diligent financial management, we support the restaurant in building a foundation for sustained financial health.
Why choose us?
$100,000+
Profits Saved
9+
Resturants owned and operated
20+
years on the market
After starting a career in banking and financial services, I migrated to the manufacturing side at Whirlpool enhancing profitability and strategic planning for a number of the consumer divisions. I leveraged my entrepreneurial skillset into owning and running a very successful multi-franchise
What We Do
Accurate Financial Records
Compliance and Reporting
Audit Preparedness
Cost Control
Choose your plan
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Tier 1: Bookkeeping
- Monthly reconciliation of bank and credit card statements
- Recording and categorization of business transactions
- Expense tracking and management
- Preparation of basic financial statements (profit and loss, balance sheet)
- Bank statement reconciliation
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Tier 2: Intermediate CFO Services
- All Tier 1 services
- Budget creation and tracking
- Cash flow analysis and forecasting
- Financial ratio analysis
- Detailed financial reporting for management review
- Tax preparation support and coordination with external accountants
- Vendor and customer account management
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Tier 3: Comprehensive CFO and Bookkeeping Services
- All Tier 1 and Tier 2 services
- Strategic financial planning and advisory
- Risk management and mitigation strategies
- Business performance analysis and key performance indicator (KPI) tracking
- Customized financial reports tailored to specific business needs
- CFO advisory services for decision-making and growth strategies
- Regular financial meetings to discuss insights and strategies
- Liaison with external stakeholders, including auditors and investors