Tools & Tips Designed for Restaurants & Retail Shops
You deserve clarity and confidence in your numbers.
Whether you’re working with us or figuring things out on your own, these tools are here to help you feel more organized, more confident, and more in control.
Because Your Numbers Should Feel Clear, not Confusing.
Free Resources:
Start with these simple tools to quickly get clarity in your numbers.
Discover five common mistakes that quietly chip away at profits… and how to fix them!
Finish the year strong with this guide to organize your books + prepare for tax season
How to tell if your books are actually behind - five signs
What a clean set of books looks like - with an actual example
Your P&L says you made money. Where is it? - the cash gap explanation, as an article
What to expect when you hire a bookkeeper - the first 30 days
Question to ask before hiring anyone to do your books - including the ones that make you look good
How bookkeeping pricing works - why flat fee, what drives the number
Recommended Tools:
We recommend these tools because they’re tried, tested, and the same tools we use with our clients.
QuickBooks Online - my go-to for clear, organized books you can access anywhere
Relay Financial - a modern small-business platform that makes tracking cash flow and separating business/personal spending effortless
Gusto - simple, friendly payroll that keeps small teams happy and confident with every payday
Asana - a simple project management tool to help small teams or shop owners stay on top of what matters most.
Canva - perfect for designing social media posts, menus and signage, and great for creative entrepreneurs, too
Square - POS and sales tracking that integrates seamlessly with QuickBooks
Shopify - simple eCommerce and in-person sales tracking that works beautifully with your QuickBooks
We’re always testing new ways to simplify bookkeeping, so we’ll keep adding tools we love as we find them!
Want clarity in your numbers… not just tips?
Let’s take a look at your business together.