RESTAURANT FINANCIAL SYSTEMS
We make your restaurant's numbers make sense.
Margin & Menu provides restaurant profitability consulting that helps independent restaurants and bars get control of Toast POS, accounting, payroll, inventory, cash, tips, and food cost—so owners can see where the money is actually going.
Toast POS • QuickBooks • Payroll • Inventory • Controls
Restaurant Financial Health
Your systems may be working independently. We make them work together.
Toast deposits don't match QuickBooks? • Food cost too high? • Tips and cash won't reconcile? • Inventory never accurate?
WHAT WE FIX
Restaurant Profitability Consulting That Connects Your Entire Back Office
Our restaurant profitability consulting connects the systems telling different stories—giving owners one reliable picture of where the business stands and where profits are being lost.
Toast POS Optimization
Menu setup, reporting, tender configuration, tips, discounts, voids, comps, cash drawers, and manager controls.
Accounting & Reconciliation
Toast-to-QuickBooks mapping, clearing accounts, deposits, merchant fees, sales tax, chart of accounts, and monthly close.
Payroll & Labor Controls
Payroll mapping, labor-percent reporting, scheduling controls, overtime visibility, and manager review procedures.
Inventory & COGS
Inventory setup, beverage and food cost tracking, purchasing controls, variance review, and recipe-level visibility.
Cash & Tip Controls
Drawer procedures, cash payouts, credit-card tips, nightly closeouts, deposits, and exception reporting.
Profitability Reporting
Monthly owner scorecards, prime cost, labor, COGS, cash flow, trend analysis, and management action plans.
SIGNATURE SERVICE
Margin & Menu 360° Restaurant Systems Audit
We trace the money from the moment a guest pays to the moment it reaches your bank—and identify where profit, cash, inventory, or controls are leaking.
- Toast configuration and reporting
- QuickBooks chart of accounts and mapping
- Credit-card settlement reconciliation
- Cash, tips, discounts, comps, voids and refunds
- Payroll and labor-percent review
- Food and beverage COGS structure
- Inventory controls and purchasing workflow
- P&L and balance-sheet quality
BEST FIRST STEP
Restaurant Systems Audit
$995
You’ll receive a prioritized findings report, financial-health score, and exact remediation plan.
One flat fee. No long-term consulting commitment required.
Ideal for independent restaurants, bars, breweries, and multi-unit operators.
When the audit finds the problem, we can help fix the accounting behind it.
Restaurant accounting gets complicated when POS sales, merchant deposits, QuickBooks, payroll, inventory and bank activity stop telling the same story.
Margin & Menu helps restaurant and bar owners clean up those connections, reconcile the numbers and build an accounting system that produces financial reports you can actually trust.
Explore Restaurant Accounting Services →- Toast-to-QuickBooks reconciliation
- Merchant deposit reconciliation
- Chart of accounts cleanup
- Sales tax and surcharge mapping
- Monthly close and P&L review
- Restaurant financial reporting
HOW IT WORKS
From messy systems to clean numbers.
01
Discover
We identify the biggest operational and financial pain points.
02
Audit
We review Toast, accounting, payroll, inventory, cash and reporting.
03
Fix
We clean up the systems, mappings, controls and close procedures.
04
Control
We monitor the numbers and give ownership a clear monthly scorecard.
Margin & menu
Software doesn't fix bad systems.
Toast can process the sale. QuickBooks can store the accounting. Inventory software can count the bottles. Payroll can issue the check.
The problem is everything between those systems. Our restaurant POS consulting helps restaurant owners clean up POS configuration, reporting, payments, discounts, permissions and the connection between the POS and the back office.
“The goal is simple: every sale, deposit, tip, labor dollar and inventory purchase should tell the same financial story.”
Margin and Menu
ONGOING SERVICES
Choose the level of control you need.
Essential
$595/mo
Clean accounting and reconciliation for operators who need reliable monthly numbers.
- Toast/QBO reconciliation
- Monthly books review
- P&L review
- Deposit reconciliation
MOST POPULAR
Control
$895/mo
Full back-office oversight for restaurants serious about margins and accountability.
- Everything in Essential
- Inventory review
- Food & beverage cost
- Labor analysis
- POS exception review
- Monthly owner meeting
Controller
$1,495/mo
Fractional-controller support for growing or multi-unit restaurant businesses.
- Everything in Control
- Budget & forecast
- Cash-flow planning
- Management dashboard
- Strategic financial review
Cleanup and implementation projects are quoted separately based on system complexity.
LET'S FIX THE BACK OFFICE
Find out where your restaurant is losing control.
Tell us what’s not adding up. We’ll identify the best first step.