bookkeeping for coffee shops

We help you take control of your coffee shop’s numbers, boost profitability, and make smarter decisions.

Plans

  • Categorize your transactions for your P&L and schedule C

    Reconcile your accounts

    Quarterly strategy call

    - $297/month

    - $3,029/year (save 15% when you pay for a full year)

  • Categorize your transactions for P&L and schedule C

    Reconcile your accounts

    Weekly KPI report

    Monthly strategy call

    Priority books

    - $497/month

    - $5,069/year (save 15% when you pay for a full year)

  • Categorize your transactions for P&L and schedule C

    Reconcile your accounts

    Manage AR/AP

    Weekly KPI report

    Monthly strategy call

    Priority books

    Bi-annual Pricing Audit

    Bi-annual Cost of Goods Audit

    5% off tax filing

    Call anytime

    - $997/month

    - $10,000 per year (save 16.5% when you pay for a full year)

our process

  1. Submit a contact request (we will get back to you same day to schedule a quick call)

  2. On our scheduled call we will go over your business and make sure we are a great fit

  3. After we pick a plan that suits you, we start driving more insights and profit to your business 

Reach out to book a call

Hi, I’m Jack

I’ve spent the majority of my career owning and operating coffeeshops as well as working in director positions for franchised food groups. I knew ultimately that I wanted to serve people that are in similar situations to where I have been, hence my focus on coffee shops.

The way I aim to add extra value beyond just bookkeeping is through offering tailored financial advice and strategies as they relate to your business so you can spot where money’s being lost and where it can be put to better use.

Outside of work - it’s the usual stuff: I love spending time with my wife, Morgan, our dog, Sunny, and our friends and family.

Reach out, I’d love to connect with you.

FAQs

  • Submit a form and we can talk - generally, we focus on coffee shops only, since that is where our expertise is, but we are willing to hear you out.

  • The short answer is, it depends. We utilize QuickBooks Online and generally can set you up quite quickly using that system. If your bookkeeping is accurate and up to date, then the transition is usually seamless. If it is not, then we will asses and come up with a plan that works for everyone.

  • Absolutely! We are more than happy to organize your books and get you all set up. Our system is simple and doesn’t require a lot of work on your end.

  • Yes! And you can save 15% while doing so.