Remote Office
Serving up
peace of mind
Expert tax and accounting to optimize your business
Our Approach
Specialized expertise and proactive strategies to transform your food and beverage business’ financial management and profitability.
Industry Expertise
Our team has extensive experience working with restaurants of all sizes and types. We understand food cost analysis, labor regulations, and the ever-changing tax landscape specific to your business.
Streamlined Solutions
We take the burden of bookkeeping and tax compliance off your plate. We utilize cutting-edge technology to ensure efficient and accurate financial management, all for a flat fee.
Proactive Guidance
We go beyond crunching numbers. We provide insights and strategies to maximize profitability, minimize tax liabilities, and help your restaurant thrive.
People First
We care about our clients and prioritize high-touch, hands-on partnership and advisement.
Great advice.
Even better humans.
Meet our Remote-based restaurant advisory team.
MaryEllen Georgiadis
Principal
Jennifer Lindsey
Business Advisory Manager
Ashlyn Wyatt
Business Advisory Manager
Cathy Walker
Business Advisory Manager
Kyle LeGette
Senior Business Advisor
Shauna Walker
Senior Business Advisor
Candice Hout
Business Advisor
Denise Reynolds
Business Advisor
Jasmine Booker
Business Advisor
Jess Stephens
Business Advisor
Nathaly Reyes
Business Advisor
Neeya Alleyne
Business Advisor
Rebecca Anderson
Business Advisor
Tracy Hayes
Business Advisor
Services
We offer a variety of tax and accounting services for restaurants and other food-related businesses, including:
Industries We Serve:
Other areas of expertise:
Outsourced CFO / Controller
- Outsourced CFO / Controller
- Financial leadership and support
- Weekly cash flow projections
- Operations analysis
- Monthly financial reporting
- Monthly webinar meetings to review financials
- Budget preparation
- Year end prep and contact for tax CPA
- Investor relations
Growth Support
- Business plan, investment deck and pro-forma financials
- Critical path creation and management
- Construction budget creation and management
Custom Consulting
- To help your restaurant or food-industry business thrive
General Accounting
- Day-to-day bookkeeping services
- Including: sales posting, invoice entry, payroll posting
- Weekly vendor payments
- Vendor inquiries and statement reconciliations
- Weekly bank & third party delivery reconciliations
- Accurate, timely month-end close
- Monthly account reconciliations
- Sales tax reporting
"
Without this incredible team, we would truly be closed. I cannot say enough about the open nature and constant attention to support and communication. The piece of mind is something that is very hard to find in this business. True professionals. Thank you for saving our livelihood.
– J. Sebastian Zutant, Owner, Primrose
"
We have been a client for several years. Being too small to hire an in-house accountant, and in need of an accounting solution, Platform Business Advisors was that solution. They are professional, responsive, and thorough. I highly recommend them!
– Bill Susinski, President, Taco Bamba
"
I am so grateful that I found Platform Business Advisors when I did. They’ve brought so much structure, consistency, professionalism and reliability to Paradiso’s financial processes.” Ruth Gresser, Owner, Pizzeria Paradiso.
– Ruth Gresser, Owner, Pizzeria Paradiso
"
Platfom Business Advisors is a crucial part of my restaurant’s success. They have been able to help me navigate from pre-opening to operating and continue to help me dial in and tune my restaurant to operate more efficiently every day.
– Johnny Spero, Owner Reverie and Bar Spero
"
With Platform Business Advisors, I got to really see my business. Before that I was working in the dark. First, because she did the hard work of keeping the books organized, producing reports, and making payments, but also because—as an operator—I could now focus on what made us great in the first place: serving people. I didn’t have to grapple with the tasks that I was never good at to begin with. I can’t recommend their services enough.
– Derek Brown, Owner, Drink Company
Contact Us
Find out what we can do for your business.
Email:
info-pbafl@platformba.com