Restaurants & retail
Restaurant and retail bookkeeping in DC, Maryland and Virginia
Thin margins leave no room for messy books. We reconcile your POS and delivery platforms, keep sales tax and payroll on time, and give you weekly and monthly numbers by location so you can act fast.
- QuickBooks ProAdvisor
- Serving small businesses since 2020
- English & Spanish
POS, card processors and delivery apps, reconciled
Toast, Square, Clover, Shopify and delivery apps each pay out on their own schedule, net of fees, refunds and tips. We reconcile every source to your bank so sales, fees, discounts and tips are recorded correctly, and we catch missing deposits and processor errors early. Running or moving to Restaurant365? We set it up and connect it to your POS and payroll.
Food, beverage and inventory costs under control
We track cost of goods by category (food, beverage, merchandise), reconcile vendor statements and help you run regular inventory counts. You'll see your prime cost or gross margin each month and spot changes before they eat into profit.
Tips, payroll and the new 2026 W-2 rules
Restaurant payroll has more moving parts than most: tipped wages, tip pooling, overtime and high turnover. We set up or review payroll so tips and overtime are handled correctly, including the new 2026 W-2 reporting for qualified overtime and cash tips, and we keep new-hire and state filings on schedule.
Sales tax and multi-location reporting
Meals and retail sales taxes vary between Virginia, Maryland, DC and local jurisdictions, and Maryland is moving sellers to electronic filing for periods after 2026. We file your returns on time and, if you have more than one location, report results side by side so you can compare stores.
FAQ
Common questions
Which POS systems do you work with?
We work with the reports and integrations from common restaurant and retail systems such as Toast, Square, Clover and Shopify, plus delivery platforms, and reconcile them to QuickBooks and your bank.
Can you handle more than one location?
Yes. We set up QuickBooks with locations or classes so every report can be run by store, and we deliver a combined view plus each location's results.
Do you file meals tax and sales tax?
Yes. We prepare and file sales and meals tax returns in Virginia, Maryland and DC, including local meals taxes where they apply, and keep a calendar of due dates.
How quickly will I get my numbers each month?
Once your books are current, we aim to close each month within the first couple of weeks of the next month, with a simple dashboard of sales, costs and labor.
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Ready for books you can trust?
Book a free 15-minute consultation by video or phone. We'll talk through your business, what you need and the next steps. In English or Spanish.