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Coffee Shop Bookkeeping

You serve our communities in a big way - you fuel us AND you create space for us to gather. More than any other restaurant or store, you invite us in. Running a coffee shop is more than just brewing perfect cups or creating a cozy atmosphere; it’s also about maintaining a thriving business. Enter proper coffee shop bookkeeping—the unsung hero that ensures your shop's financial health and longevity.

We’re tired of the terrible statistics and seeing our favorite places struggle. Your chances of success jump dramatically if you review your financials monthly - let us help ensure that they are complete and reliable.

With myriad sales transactions happening throughout the day and various financial nuances to juggle, keeping track can feel daunting. Your point of sale (POS) system may seem like a good starting point, but the real challenge lies in translating that data into comprehensive financial records. With professional bookkeeping for your coffee shop, you’ll have up-to-date reports you can rely on.

 
 
 

why hire bookkeepers who specialize in working with coffee shops?

 

The accounting is complicated. A service business invoices and gets paid; it’s a simple sale > bank account transaction. Coffee shop sales need deal with multiple moving pieces. At a minimum, you have sales and sales tax (tracked by jurisdiction), usually multiple payment methods (cash management, merchant fees, and tracking gift cards), sometimes pre-orders or delivery services, maybe wholesale or catering orders… oh and your transactions reach hundreds per day and your POS is confusing to navigate reporting for all of these things.

Professional coffee shop bookkeepers are adept at deciphering the multitude of transactions and ensuring they find their way into the correct financial categories. Our coffee shop bookkeeping services provide you with not only peace of mind but also a robust foundation for informed business decisions.

  • Stop fighting with getting your POS information into QuickBooks

  • Stop wondering what your true numbers are

  • Stop spending your time trying to learn accounting

  • We know how to wrangle the info and put it in the right spots

  • We find any issues quickly by verifying everything

  • Reliable financials at your fingertips to help make business decisions

 

How it Works

 

Set Up & Clean Up

start here

Everybody starts somewhere. When it comes to beautifully balanced books, this is an essential step. We’ll evaluate where you’re at with your books. If necessary, we’ll set you up on a bookkeeping platform. Each set of books receives a “deep clean” starting with the current tax year, and we implement the processes needed to keep up with them. When we’re finished with this initial project, your books will be up to date and accurate.

Core Services

every day bookkeeping

Set up and clean up is done; now it’s time to maintain it. Our team of experts guarantees that your coffee shop bookkeeping will be correct and complete. Make sure your coffee shop's story is told accurately and with finesse. Trust us to be the custodians of your financial tale, as we walk hand in hand, supporting you in your journey to community celebration through the perfect cup. All of our coffee shop clients receive these core services on a monthly basis:

  • Entering and classifying transactions in accounting software

  • Tying account balances and deposits back to your POS system

  • Reconciling your accounts and ensuring everything is accounted for

  • Making all necessary adjustments

  • Reviewing and preparing financial statements (Balance Sheet, Profit & Loss)

  • Filing sales tax returns

  • Preparing your end of year tax packet

  • Email support

    Packages starting at $600/month!