☕Food & Drink · bookkeeping in-house

Bookkeeping for Coffee Shops

Bookkeeping for coffee shops starts at $500/month: monthly close, categorized transactions, reconciled bank and card accounts, and a plain-English P&L. Our in-house team handles what makes coffee shops different — POS batches, food cost, tipped payroll.

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What makes coffee shops bookkeeping different

Food and drink businesses generate more transactions per dollar of revenue than almost any other local business, and the money arrives through several doors at once — cash drawer, card batches, delivery apps. The bookkeeping job is making the deposits line back up with the days that actually earned them.

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Daily cash and card batches don't match the day

Card settlements land a day or two after the sale, often net of processor fees, while cash goes in on its own schedule. Tying each deposit back to the sales day it came from is the daily reconciliation work — and it's where most restaurant books drift.

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Food cost only means something if COGS is timed right

Vendor invoices arrive on different terms from different suppliers. Purchases have to be matched to the period they were sold in, otherwise your food-cost percentage swings with when you happened to order rather than how you actually cooked.

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Tipped-wage payroll has to tie back to the POS

Tips reported through the terminal, tip pooling and sharing between front and back of house, and payroll entries that need to reconcile with what the POS recorded. Your payroll provider and your CPA both work from those numbers, so they have to be clean.

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Delivery apps deposit net, not gross

DoorDash, Uber Eats, and Grubhub pay you after their commission, promotions, and refunds come out. Booking the deposit as the sale makes your revenue look smaller and hides what the delivery channel actually costs you.

What’s included

One flat monthly rate for your coffee shop. Everything below, every month.

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Monthly close, every month

Categorized transactions, reconciled bank and card accounts, and books that are actually current — not six weeks behind.

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A P&L you can read

Plain-English monthly statements. Revenue, costs, margin — and what changed since last month, flagged for you.

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Ad spend inside the books

Marketing cost broken out per channel and set against revenue. “Did the ads make money” becomes a line you can point to.

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Catch-up & clean-up

Behind on your books? We reconstruct and clean up past months first, then keep the rhythm going.

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Tax-season handoff

Your CPA gets a clean, organized file at year end — fewer billable hours spent untangling, fewer surprises.

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One team, one thread

Questions answered by the people who keep your books — in-house, not a ticket queue.

How it works

01

Free books review

We look at your current books and tell you honestly what shape they're in and what the monthly scope would be.

02

Catch-up if needed

Past months reconstructed, categorized, and reconciled before the ongoing rhythm starts.

03

Monthly rhythm

Close every month, statements delivered, questions answered — flat rate, cancel anytime.

Starts at $500/month

Simple, flat pricing

$500/month and up

The exact flat rate for your coffee shop is scoped to your transaction volume and account count — quoted after the free books review, with no long-term lock-in. Already running marketing with us? Your books and your campaigns live in one data picture.

Planning the marketing side too? See what marketing costs for coffee shops.

Frequently asked questions

How much does bookkeeping cost for a coffee shop?

Bookkeeping starts at $500 per month. The exact flat rate is scoped to your transaction volume and account count, and it's quoted after a free review of your current books — so you know the number before you commit. No long-term lock-in.

What makes bookkeeping for coffee shops different?

Food and drink businesses generate more transactions per dollar of revenue than almost any other local business, and the money arrives through several doors at once — cash drawer, card batches, delivery apps. The bookkeeping job is making the deposits line back up with the days that actually earned them. Two examples that come up on almost every coffee shop’s books: “Daily cash and card batches don't match the day” and “Food cost only means something if COGS is timed right”.

Do you file my taxes?

No — your CPA handles filing, and we don't give tax advice. What we do is keep the books that make filing easy: categorized, reconciled, and closed every month, so your accountant gets a clean, organized year-end file instead of a shoebox. If your books are behind, we run a catch-up and clean-up pass first.

Do I have to be a marketing client to use your bookkeeping?

No. Bookkeeping stands on its own for any coffee shop. But when we run both, your P&L and your campaigns share one data picture — which is where the “did the advertising actually make money” answer comes from.

All bookkeeping services →

How in-house bookkeeping works, what's included, and how the flat rate is scoped.

Marketing for Coffee Shops →

What we actually run for coffee shops — channels, campaigns, and targeting.

What marketing costs for Coffee Shops →

Honest budget tiers and what moves the number up or down.

Start with the free books review

No commitment — we look at where your coffee shop’s books stand today and tell you exactly what monthly upkeep would look like.

Book the review →