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SM Accounting

  • You Run the Kitchen. We'll Run the Numbers. 

    Bookkeeping, tax filing, and financial reporting for independent restaurants and food service businesses who need more than a once-a-year accountant.
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You Didn't Open a Restaurant to Deal With This.

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"I'm pulling 70-hour weeks and have no idea if I'm actually making money"

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"Every month feels profitable until I look at my bank account"

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"My accountant shows up in April, files my return, and disappears until next year"

Who This Is For

We work with independent restaurant owners, bar operators, and food service businesses who are serious about understanding their numbers, not just surviving tax season. Whether you're running one location or several, we handle the financial side so you can focus on what you actually do best.

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Independent single-location restaurants

Multi-location restaurants and small chains

Catering and event food service

Fast casual and quick service operators

Food trucks and catering businesses

What's Included

Bookkeeping

  • ​POS sales reconciliation, tip reporting, and labor cost tracking
  • Business and personal finances cleanly separated
  • QuickBooks Online managed on your behalf
  • Clean books delivered without you lifting a finger

Tax Filing

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    Federal and state business tax return
  • Personal tax return
  • Estimated tax calculations so you're never caught off guard
  • Proactive tax planning

Business Insights

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    Financial reports covering revenue, cost of goods, and labor
  • Key restaurant metrics tracked — food cost %, labor cost %, net margin
  • Know exactly where your money is going every month
  • Quarterly business review call (mid and high tier)
See Pricing

Why Us?

I grew up watching my parents run a restaurant. I saw what those long days looked like and I understood early on what the financial pressure behind a food service business feels like. As a teenager, I started helping with the finances and that experience never left me.


Before starting S.M. CPA & Accounting, I spent years at a Big 4 accounting firm working with businesses of all sizes. That combination of growing up inside a restaurant and building a career in accounting is what shapes how I work with every restaurant client.


I understand what's behind those numbers. That's the difference.


FAQs

Absolutely. This is one of the most common situations we walk into with new restaurant clients. We'll assess the catch-up scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we're catching up on. Cleanup pricing depends on how many months are behind and how much correction is needed. Once everything is clean you move onto your flat monthly plan. 

For most businesses, yes. Your business tax return depends on accurate income, expenses, assets, liabilities, owner contributions, distributions, and other financial activity. Clean bookkeeping makes tax filing easier and helps avoid missing important information.

Yes. Tax-only services are available for individuals and businesses with complete and organized records. If your books need cleanup, catch-up, or correction before the tax return can be prepared, we can help with that work at an additional rate.

Yes. This is one of the most common situations we see. We'll assess the scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we're catching up on. Once everything is clean you move onto your flat monthly plan.

You'll receive regular financial reports covering profit and loss, cash flow, and the key metrics that matter to your business, so you always know where you stand, not just at year end. See Pricing for more details. 

We prepare key US personal and business tax forms, including Form 1040 for individuals, Form 1120-S for S corporations, Form 1120 for C corporations, and Form 1065 for partnerships and multi-member LLCs.


We can also assist with additional forms when required, including Schedule C, Schedule E, Schedule D, K-1 reporting, 1099 filings, FBAR, Form 8938, Form 5471, Form 1116, and more.


Book a call to confirm which forms are needed for your situation.

Book a call and tell us about your business, entity type, transaction volume, number of accounts, and tax filing needs. We will recommend the right bookkeeping, tax, or bundled package. Book a Call with us today. 

Let's Get Your Books in Order

Book a free 30-minute discovery call. We'll look at where your finances stand today and what it would take to get them running on autopilot.

Book a Call