Who We Work With

Financial Expertise Built Around the Way Your Business Actually Works

Generic accounting gets you generic results. We have built our practice around industries with real operational complexity, tight margins, and no room for financial surprises. If your business runs hard, we are built for it.

Restaurants & Foodservice TOUR & ACTIVITY COMPANIES Other Businesses

Restaurants & Foodservice

We Know What a Busy Service Looks Like From the Back Office

Running a restaurant means managing payroll for a rotating staff, tracking food costs across dozens of ingredients, staying on top of vendor invoices that arrive every other day, and doing all of it while the dining room is full and something is always on fire. Most accounting firms do not understand that environment. We do. We have been doing the books for food and beverage operations for over two decades and we know exactly where the money goes, and where it tends to disappear.

Where things typically go wrong:

  • Food costs creeping up without a clear reason why
  • Labor running over budget because the numbers come in too late to act on
  • Vendor invoices piling up during busy periods and getting reconciled in a rush
  • End-of-month books that do not match what the POS system reported
  • No clear picture of which menu items or dayparts are actually profitable
  • Payroll errors caused by tip reporting, overtime, or split shifts

    • What we handle for you:

  • Weekly bookkeeping and bank reconciliation
  • Cost of goods sold tracking and food cost percentage reporting
  • Labor cost and overtime variance analysis
  • Vendor invoice processing and accounts payable
  • POS system integration (Toast, Square, and others)
  • Payroll management including tip reporting
  • Monthly P&L with restaurant-specific formatting
  • Custom dashboards tracking the KPIs that matter in F&B

    • We are a great fit when:

  • You own or operate one or more restaurant, bar, cafe, or catering operation
  • Your food or labor costs feel out of control but you are not sure exactly why
  • You are currently doing your own bookkeeping or relying on a generalist accountant who does not know the industry
  • You have grown past the point where a spreadsheet is a reasonable financial system
  • You want a monthly report you can actually read and act on, not just file away

    • TOUR & ACTIVITY COMPANIES

    Built for Businesses That Run on Guest Experiences

    Tour operators, surf schools, dive companies, charter services, and other experience-based businesses have a financial profile unlike most industries. Revenue comes in through booking platforms, seasonality swings can be extreme, refund and cancellation policies create cash flow complexity, and the operational costs of running physical activities with staff and equipment add up fast. We have worked with experience companies in Hawaii and beyond and we understand both the operational rhythms and the financial pressure points that come with the territory.

    Where things typically go wrong:

  • Booking platform fees and commissions that are hard to track across multiple channels
  • Seasonal revenue that makes annual budgeting feel like guesswork
  • Refunds and cancellations that create unpredictable cash flow
  • Equipment and maintenance costs that are easy to undertrack
  • Payroll complexity from seasonal or part-time guide and instructor staff
  • No clear picture of which tours, packages, or experiences are actually profitable

    • What we handle for you:

  • Bookkeeping tailored to booking-based revenue models
  • Booking platform reconciliation (FareHarbor, Rezdy, Peek Pro, and others)
  • Package and tour profitability analysis
  • Seasonal cash flow forecasting and planning
  • Equipment and asset cost tracking
  • Payroll for seasonal and part-time staff
  • Refund and cancellation accounting
  • Monthly reporting built around your operating season

    • We are a great fit when:

  • You run a tour company, surf school, dive operation, charter business, or similar experience-based company
  • Your revenue is highly seasonal and you want better visibility into the slow-season cash position
  • You use FareHarbor, Rezdy, Peek, or another booking platform and reconciling it against your books takes too long
  • You want to know which experiences in your lineup are genuinely profitable and which are not pulling their weight
  • You are based in Hawaii and want a financial partner who understands the local market

    • OTHER GROWING BUSINESSES

    If Your Business Has Outgrown a Spreadsheet, We Can Help

    Our roots are in hospitality, but the combination of rigorous bookkeeping and real financial analytics is valuable in any business that has grown past the point where the owner can manage the finances alone. We work with retail operations, service businesses, startups, and companies in other sectors when there is a genuine fit. The common thread is not the industry. It is the complexity.

    Where things typically go wrong:

  • The owner is still doing the bookkeeping personally and it is taking too much time
  • Financial reporting is inconsistent, delayed, or missing entirely
  • The business has grown fast and the financial infrastructure has not kept up
  • There is no clear picture of cash flow and the end of the month is always a surprise
  • A loan, investment, or acquisition is on the horizon and the books are not ready for scrutiny

    • What we handle for you:

  • Full-service bookkeeping and monthly close
  • Financial reporting formatted for your business model
  • Cash flow management and forecasting
  • Accounts payable and receivable
  • Payroll management
  • Budget building and monthly actuals tracking
  • Fractional CFO support for high-stakes decisions
  • Financial cleanup and catch-up for businesses with messy books

    • We are a great fit when:

  • You are a small or mid-sized business in any industry with real operational complexity
  • You have tried managing finances in-house and it is not working as well as it should
  • You are preparing for a major financial event: a loan, an investor, a sale, or rapid growth
  • You want a long-term financial partner, not just someone to handle tax season
  • You are willing to invest in getting your financial foundation right so it stops being a source of stress

    • LOCATION SECTION

    Serving Hawaii and New York, and Beyond

    Hawaii

    Hawaii has a hospitality economy unlike anywhere else in the country. Whether you are running a surf school on the North Shore, a restaurant in Honolulu, a medical practice serving the local community, or a tour operation across the islands, we have worked with businesses like yours and we know what the financial picture looks like from the inside.

    New York

    New York operates at a pace and cost structure that demands financial discipline. Labor costs are high, competition is intense, and the margin for error in any hospitality or service business is thin. Our New York clients get the same combination of bookkeeping rigor and analytical depth that we built the firm around, applied to one of the most demanding business environments in the world.

    We work with restaurants, hospitality groups, and service businesses across the New York metro area and bring the same hospitality-informed approach regardless of the size or stage of the operation.

    Get Started

    Find Out If We Are the Right Fit

    The free consultation exists exactly for this. Tell us about your business and we will tell you honestly whether we can help. If we are not the right fit, we will say so and point you in a better direction.

    Schedule a Free Consultation