Tax & Audit Services

Regulatory rules, insurance requirements, and lender expectations shift constantly; missing just one change can erase weeks of profit. Our Tax & Audit Services bolt onto Restaurant365 to deliver turn-key compliance—sales-tax filed on time in every jurisdiction, insurance audits that sail through, and database health checks that keep investors confident in your numbers.

Regulatory Tax Compliance

Staying current with every city, county, and state rule is impossible for an in-house team that’s already closing the books. We do the monitoring, the math, and the filing so penalties never hit your P&L.

Tasks we handle

• Sales-tax calculation, filing, and payment
• Tangible-property tax returns

What this means for you

• Avoid late fees and interest in every state and locality
• One source of truth for tax liabilities across all units
• Real-time accruals feed directly into cash-forecasting and P&L models

Insurance & Risk Audits

Insurers demand proof—of payroll, liquor sales, OSHA logs—to set premiums and close renewals. We compile the data straight from R365, reconcile it to carrier worksheets, and represent you during workers-comp, general-liability, and liquor-liability reviews.

Tasks we handle

• Workers-compensation audits
• Property, liability, and liquor-insurance audits

What this means for you

• Turn insurance audits from a scramble into a routine, paper-ready process
• Premiums based on verified exposure, not insurer estimates
• Fewer surprise retro-billings and stronger renewal negotiations

R365 System Audits

A clean, well-structured R365 database is the backbone of trustworthy reporting. Our periodic audits flag orphaned GL accounts, duplicate inventory items, and broken approval workflows before they corrupt your financials.

Tasks we handle

• R365 accounting-database audit
• R365 operations-database audit

What this means for you

• Faster closes thanks to consistent charts, items, and workflows
• Immediate insight into configuration gaps that create reporting errors
• Due-diligence readiness for lenders, investors, or acquirers at any time

CFO-Level Strategic Advisory

Compliance is table stakes; real value comes from strategic financial leadership. Our fractional CFO team steps in when you need high-level expertise without a full-time salary.

Tasks we handle

• Mergers & acquisitions support—from valuation to integration
• Enterprise-resource planning (ERP) reviews and roadmaps
• Treasury management and lending-package preparation
• Banking partnerships and optimal capital structure design

What this means for you

• Expert guidance during growth, restructuring, or exit events
• Streamlined ERP decisions that scale with the brand
• Lower cost of capital through well-prepared lender conversations
• Financial strategy that aligns day-to-day tactics with long-term goals

Need airtight compliance and board-level financial insight—without the internal overhead? Let’s talk about how our Tax & Audit Services can lock in your filings, tame your audits, and elevate finance to a true strategic partner.

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