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The Profit Partner Package
Details . . .
Turn your restaurant's financial data into smarter decisions and stronger profits. For restaurant owners who want more than bookkeeping—they want insight.
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Beyond the restaurant industry, we serve small businesses with personalized bookkeeping designed to deliver accurate financial information, practical reporting, and one-on-one service.
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Starting at $897.00
What’s Included:
✓ Everything in Full Service
✓ Monthly inventory tracking and waste management
✓ Advanced restaurant and small business financial reporting
✓ Industry trend comparisons and benchmarks
✓ Budget creation and monthly variance reporting
✓ Monthly 60-minute financial review meetings
✓ Strategic guidance based on your restaurant's or small business numbers
Jennifer has been a tremendous help in keeping everything accurate and up to date, and we know we can count on her to take care of things thoroughly and responsibly. We’re very grateful for all of her hard work and would highly recommend Jennifer to any business looking for someone trustworthy and knowledgeable.
Madison S.
Why Restaurant & Small Business Owners Trust
upWard
upWard Bookkeeping Solutions combines restaurant and small business specific expertise, virtual convenience, and attentive support to give owners clean books and clear financial insight. Here are a few ways we stand out; through specialized knowledge, reliable reporting, and a commitment to helping your business grow.
Hospitality-Focused Expertise
We speak the language of prime cost, food waste dynamics, point-of-sale integrations, and high vendor turnover. While generic bookkeepers often miss these industry subtleties, we leverage them to protect your margins and optimize your bottom line.
100% Virtual, Deeply Personal
Based in the Greater Philadelphia area and serving clients nationwide, upWard is the ideal solution for business owners seeking modern remote efficiency without sacrificing individual, dedicated attention.
All-in-One Back-Office Support
Consider us your complete financial back office. From monthly bookkeeping, catch-up cleanups, and QuickBooks Online setup to payroll processing, 1099 filings, accounts receivable, and accounts payable, we deliver a single, trusted hub for all your financial management needs.
Actionable Visibility & Control
We turn complex financial data into straightforward insights. Busy operators gain better visibility into cash flow, clear financial tracking, and actionable guidance they can implement immediately.
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Questions We Hear Often
1. What is upWard Bookkeeping Solutions?
upWard Bookkeeping Solutions is a virtual bookkeeping company that helps small business owners and restaurant operators stay organized, understand their numbers, and make confident financial decisions. The goal is to reduce stress and provide reliable bookkeeping support tailored to each client’s needs.
2. Who is the Profit Partner Package for?
The Profit Partner Package is for restaurant owners and small business owners who want more than accurate books—they want clear financial insight to help guide decisions, manage costs, improve cash flow, and support profitability.
3. What’s included in Profit Partner?
This package includes everything in the Full Service Package, including ongoing bookkeeping maintenance, daily sales recording, POS integration and maintenance, inventory-system integration, and third-party delivery platform integration where applicable.
4. What will we cover in the monthly financial review meeting?
During your 60-minute monthly review, we will discuss your financial reports, budget performance, key trends, cash flow, expenses, and areas that may need attention. You will leave with a clearer understanding of your numbers and practical next steps for your business.
5. Is this package only for restaurants?
No. While the package includes restaurant-specific support such as inventory tracking, waste management, and industry benchmarks, it can also be tailored for small businesses outside the restaurant industry. Reporting, budgeting, and strategic guidance will be customized around your business model and goals.