Yo & Company helps restaurants, retailers and service businesses select, configure and account for payment-processing systems. Products and processing are offered through a separately identified provider or reseller relationship.
Florida CPA AC36038NMLS 1903930QuickBooks Gold ProAdvisorEnglish & KoreanTampa Bay
Clover POS Services
Configuration should match how orders, taxes, tips, employees and kitchen workflows operate.
Clover Setup and Support
Clover Station, Mini and Flex hardware selection
Kitchen and receipt printer configuration
Menu, modifier, sales-tax, tip and service-charge setup
Employee permissions and time-clock setup
Inventory, gift-card and loyalty setup
Online ordering and kitchen order routing
Staff training and new-location rollout
Clover-to-QuickBooks integration
Merchant Services
A merchant-statement review can help explain effective rates, fees, funding and chargebacks.
Processing Support
Merchant-account application and payment-processing review
Processing-rate and merchant-statement analysis
Chargeback guidance and deposit reconciliation
PCI questionnaire assistance
Online, mobile and recurring-payment options
Gift-card and e-commerce payment solutions
Third-party delivery integration review
Monthly POS-to-Bank Reconciliation
This recurring accounting service connects POS activity to deposits and QuickBooks.
Reconciliation Elements
Gross sales, sales tax, tips and refunds
Discounts, chargebacks and processing fees
Third-party delivery sales and net bank deposits
QuickBooks posting and monthly reconciliation
Merchant-Service Disclosure
Clover products, merchant accounts and payment-processing services are offered through a separately identified provider or reseller relationship. Yo & Company, CPA and/or an affiliated provider may receive compensation or commissions when a client selects certain products or processing services.
Clients are not required to purchase Clover or merchant-processing services to receive CPA, tax, bookkeeping or advisory services and may select any payment-processing provider. Processing approval, pricing, funding, equipment, contract terms and availability are determined by the applicable provider.
Yo & Company does not certify PCI compliance. Assistance is limited to questionnaire support, payment-process review and administrative guidance.
Request a Payment-System Review
The provider name, relationship and compensation disclosure will be confirmed before publication and engagement.
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.
