Restaurant Tools & Templates
Practical tools built for restaurant owners who want better control over food cost, labor, cash, inventory, accounting and profitability.
Built for Restaurants. Not Generic Businesses.
These aren't generic business worksheets with a restaurant label slapped on them. Margin & Menu tools are designed around the financial and operating problems restaurant owners deal with every day.
Start With Our Cash Handling Policy
Build stronger controls around one of the easiest places for restaurant money to disappear.
Restaurant Cash Handling Policy Template
A practical cash handling policy covering the procedures and accountability restaurants need from the beginning of a shift through the final deposit.
- Starting cash and drawer controls
- Tips and paid-outs
- Refunds, voids and discounts
- Walkouts and unpaid checks
- Over / short procedures
- Shift closeouts and deposits
- Employee accountability
Restaurant Cash Handling Policy
More Restaurant Financial Tools
We're building a practical library around the numbers restaurant owners need to control.
Restaurant Daily Sales Report
Track daily sales, food and beverage mix, guest count, average check, labor, discounts, comps, cash, tips, deposits and key management KPIs.
Restaurant Food Cost Calculator
Calculate your actual food COGS and food cost percentage using beginning inventory, purchases, ending inventory and food sales.
Restaurant Prime Cost Calculator
Calculate restaurant prime cost using food and beverage COGS, labor cost and net sales to see how much of every sales dollar is being consumed by your two biggest controllable costs.
Restaurant Inventory Count Sheet
Count food, beer, liquor, wine and supplies, track full and partial quantities, calculate inventory value and compare current inventory against prior counts.
Restaurant Chart of Accounts
Build cleaner restaurant financial reporting with a numbered chart of accounts covering sales, COGS, labor, operating expenses, cash, inventory, POS clearing, liabilities and owner equity.
POS Deposit Reconciliation Workbook
Reconcile POS card activity to processor settlements and actual bank deposits. Track fees, refunds, chargebacks, delayed deposits and unresolved variances without guessing where the difference went.
A Template Helps. A Working Financial System Is Better.
Every tool in this library is designed to solve a specific restaurant problem. But worksheets alone can't fix disconnected POS data, bad accounting, uncontrolled inventory or weak management procedures.
That's why our tools also help restaurant owners identify when the problem goes deeper than the spreadsheet.
Not Sure Where Your Profit Is Going?
Our 360° Restaurant Financial Audit follows the money across sales, food cost, labor, inventory, POS deposits, payroll, accounting and profitability to identify what's costing you money — and what to fix first.
Explore the 360° Audit →Know Your Numbers. Find the Leaks. Protect Your Margin.
Margin & Menu helps independent restaurant owners build financial systems that show where the money is actually going.
Talk to Margin & Menu →