Florida CPA AC36038NMLS 1903930QuickBooks Gold ProAdvisorEnglish & KoreanTampa Bay
General Advisory
Recurring advisory can help management identify problems earlier and evaluate alternatives with better information.
Advisory Services
Business financial review and cash-flow forecasting
Budget, break-even and profitability analysis
Pricing and cost-reduction review
Owner-compensation and debt analysis
Expansion, new-location and equipment-purchase analysis
Business-plan financial sections and internal-control recommendations
Fraud and cash-control reviews
Quarterly advisory, fractional controller and fractional CFO services
Restaurant and Retail Advisory
POS, delivery, labor, food cost and merchant data should reconcile to accounting records and tax returns.
Industry-Focused Services
Menu profitability, recipe and food-cost calculations
Labor-cost percentage and break-even daily-sales analysis
POS sales, Clover deposits and merchant-fee analysis
Delivery-platform profitability and reconciliation
Inventory, waste, tip and gratuity accounting
Sales-tax compliance and cash-control procedures
New-location budgets, franchise review and weekly flash reports
DoorDash, Uber Eats and Grubhub reconciliation
Equipment-financing preparation
Business Purchase and Sale Assistance
Financial due diligence should test whether reported performance is supported by tax returns, bank deposits and operating records.
Transaction Support
Review of tax returns, financial statements and bank deposits
POS-to-tax-return reconciliation
Normalization of owner expenses and seller’s discretionary earnings
Working-capital, inventory and equipment schedule review
Financial due diligence and acquisition projections
SBA financing package preparation
Post-acquisition QuickBooks conversion
Valuation Limitation
Formal business valuations are provided only when the engagement, qualifications and applicable standards are appropriate. Otherwise, valuation work will be coordinated with a qualified valuation professional.
Request a Business Financial Review
A review can focus on cash flow, profitability, financing readiness or a specific transaction.
Mortgage: Sin Yon Yo NMLS #1903930 through NEXA Mortgage, LLC NMLS #1660690. Equal Housing Opportunity. Real estate: Mi Ran Yo, Broker BK3051170 through LANDMARK REALTY LLC. Legal services are independently provided through Smith & Eulo Law Firm. Yo & Company, CPA is not a law firm.
