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The Foundation Package
Details . . .
Build the financial foundation your restaurant needs to succeed.
For restaurants that need accurate, organized books and reliable financial reporting.
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Although restaurants are our core focus, we also offer tailored bookkeeping services for small businesses seeking accurate records, insightful reporting, and attentive, personalized guidance.
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Starting at $347.00
What’s Included:
✓ Restaurant and Small Business specific chart of accounts setup
✓ Expense tracking and categorization
✓ Income tracking across revenue streams
✓ Bank reconciliations
✓ Monthly sales recording
✓ Accurate tracking of tips and sales tax
✓ Monthly Profit & Loss, Balance Sheet, and Cash Flow reports
Jenn is an incredible asset to my business. I’m not a numbers/financial person at all and having her take care of my books takes a huge load off my shoulders. She’s amazing!
Nacole G.
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. What is the Foundation service?
Foundation is a restaurant and small business bookkeeping service designed to give you clean, organized books and reliable financial reporting. It creates the financial structure your restaurant or small business needs to operate with clarity and confidence.
3. What’s included in Foundation?
Foundation includes restaurant and small business specific chart of accounts setup, expense tracking and categorization, income tracking across revenue streams, bank reconciliations, monthly sales recording, accurate tracking of tips and sales tax, and monthly Profit & Loss, Balance Sheet, and Cash Flow reports.
4. Why does a restaurant need specialized bookkeeping?
Restaurants and small businesses have unique financial details like tips, sales tax, multiple revenue streams, payroll, and frequent transactions. Specialized bookkeeping helps keep those numbers accurate so you can better manage cash flow, control costs, and make smarter decisions.
5. How does Foundation help my restaurant and small business grow?
By keeping your books accurate and your reports current, Foundation gives you the numbers you need to make better decisions faster. That clarity can help you improve profitability, stay organized, and focus more energy on running your restaurant or small business.