Financial Support for Cafes

Support at
every stage.

Bookkeeping, reporting, and financial guidance built for coffee shops and bakeries so you can understand your numbers, control costs, and see exactly where your cash is going.

Now accepting new clients — limited spots available

What you get at every stage

  • Clean, organized books you can actually read
  • POS reconciliation built into your monthly workflow
  • Clear reports on profit, labor, and cash flow
  • Payroll costs and tip tracking mapped clearly
  • Practical support from a senior accountant
  • Los Angeles, CA based, working remotely with cafe owners nationwide
Apply to Work Together
How We Work Together

Start simple.
Build clarity.

Cafe Ledger is built for shop owners who do not need more accounting jargon. You need clean records, clear reports, and practical support that helps you understand what is happening inside your business.

We work with the tools you already use, including Toast, Square, and QuickBooks, so your POS data flows cleanly into your books without manual entry or guesswork. Payroll costs, tip tracking, and labor expenses are mapped clearly so you always know what your team actually costs you each month.

Every stage includes a one-time setup fee of $150 to get your tracker, chart of accounts, and reporting system built correctly from day one. Cleanup or catch-up bookkeeping from prior months is quoted separately.

Once you know which stage fits, applying to work together is the easiest next step. Tell us a little about your shop and what feels messy — we will take it from there.

Pricing

Three stages. Clear pricing.

Find the right
level of support.

A good fit

Built for owners like you.

Stage I

Clarity

For cafe owners who need clean books and a clear view of where their money stands

$600 /month

+ $150 one-time setup fee

  • Monthly bookkeeping and reconciliations
  • POS reconciliation: works with Toast, Square, and most major systems
  • Clean, organized financial records
  • Monthly profit and cash flow snapshot
  • Weekly tracker for sales, labor, and key costs
  • See exactly where your money is going each month
  • Monthly health check-in call
  • Email support

You have accurate, reliable numbers and no more guessing where things stand.

Apply to Work Together

Stage II · Most Popular

Control

For cafe owners who want to understand their numbers and take control of costs

$950 /month

+ $150 one-time setup fee

Everything in Stage I, plus:

  • Monthly financial reports with clear insights
  • Labor and ingredient cost review
  • Payroll records review and cost tracking: tips, overtime, and hourly labor mapped clearly
  • Profit leak identification
  • Basic menu and pricing support
  • Monthly financial review and recommendations call
  • Priority email support with faster response times

You understand where your money is going and what needs to change to improve margins.

This is where most cafe owners start seeing real financial clarity.

Apply to Work Together

Stage III

Profit

For cafe owners ready to actively improve margins and increase profitability

$1,600 /month

+ $150 one-time setup fee

Everything in Stage II, plus:

  • Full menu costing and pricing strategy
  • Payroll cost analysis and tip reconciliation support
  • Deeper cost and margin analysis
  • Quarterly financial deep-dive review
  • Monthly 60-minute strategy call
  • Year-end financial package prepared for your CPA, clean and ready to hand off
  • Priority same-day email support

You make confident financial decisions that improve profitability and keep more cash in your business.

Built for owners ready to run their cafe like a business, not just operate it.

Apply to Work Together

Note: Cafe Ledger does not prepare tax returns. We keep your books clean and CPA-ready year-round so tax season is a handoff, not a scramble.

Additional
support.

Add-ons are quoted separately and can be combined with any monthly stage.

No surprises

From messy books to clear numbers
in 30 days.

Here is exactly what happens after you apply, step by step, so you know what you are signing up for before you ever hit submit.

Day 1

We talk about your shop

A 30-minute call

You fill out a short application and we schedule a call. No prep needed. We talk through where your numbers stand, what feels messy, and what you actually need. By the end you know exactly which stage fits and what happens next.

Week 1

We get your books in order

Setup and connection

I set up your chart of accounts, connect to your POS system (Toast, Square, or whatever you use) and sync with QuickBooks. If your books need cleanup from prior months, I tell you upfront what that looks like. No surprises.

Wk 2–3

You start seeing clearly

Your first real report

Your first monthly report lands in your inbox. Not a wall of spreadsheet, but a clear snapshot of where your money came from, where it went, and what to pay attention to. We walk through it together so nothing gets lost in translation.

Day 30

You know where you stand

In control of your numbers

Clean books, a weekly tracker that takes ten minutes to update, and a clear picture of your profit, labor cost, and cash flow. Most owners tell me this is the first time they have felt in control of their numbers.

Work with Cafe Ledger

Apply to work
together.

Tell us about your cafe and what you need help with. We review every application and will be in touch within 2 business days.

Your application has been received. We will be in touch within 2 business days.

Work with Cafe Ledger

Ready for clearer numbers
and better decisions?

Tell us a little about your cafe, what feels uncertain, and what you are hoping to get a handle on. We will review your application and reach out about next steps.

Apply to Work Together Send an Email