Accounting
EA helped a restaurant chain in Chicago, US save thousands of dollars
A restaurant chain in Chicago needed help managing its accounting requirements. They were losing thousands of dollars due to inefficiencies in their third-party reconciliations. They turned to Expertise Accelerated for help in their accounting.
Our team’s expertise and precision in detail helped identify other inefficiencies in their system and streamline their accounting.
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Highlights
- The restaurant was able to save thousands of dollars due to accurate third-party reconciliation (Uber Eats and DoorDash).
- EA’s team detected an accumulated fraud. The fraud was small ($20s) but it accumulated to a big amount on an yearly basis.
- The team also caught a unit-of-measurement error that caused incorrect COGS reporting.
- We ensured accurate POS mapping of all imported items from the POS system to the appropriate accounts in the chart of accounts, enabling accurate classification and financial reporting.
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Challenges
Behind the scenes, the team faced a series of hurdles that made smooth operations difficult and profitability harder to achieve.
Vendor Management
Something as simple as tracking inventory became a headache. Items weren’t standardized, so costs were scattered and the true cost of goods sold (COGS) was never crystal clear.
Third-Party Reconciliation Complexities
Sales were flowing in from Uber Eats, DoorDash, and Amex, but matching those payments against the books was anything but seamless.
On top of that, juggling tip disbursements through Kickfin and Branch, plus managing reservations and events in Triple Seat and OpenTable, meant hours of manual, error-prone work.
Budgeting & Forecasting Gaps
Planning ahead felt like driving without a map. With no formal budgeting or cashflow forecasting process, leadership had little visibility into what was coming next, making it difficult to prepare for growth or unexpected slowdowns.
Inventory Counting & Wastage Issues
Periodic counts were inconsistent, and vendor units of measurement rarely aligned. The result? Inaccurate COGS, food waste slipping under the radar, and a general lack of confidence in the numbers.
Labor Scheduling Inefficiencies
Scheduling was more guesswork than strategy. Without a system to align staffing with guest counts, sales forecasts, or real-time demand, shifts were often misaligned, leading to higher labor costs and stressed teams during peak times.
Solutions
To overcome the above challenges, the team put structure, automation, and smarter tools in place, turning fragmented processes into a connected, data-driven operation.
Automated Vendor & Inventory Management
Manual entry was replaced with automation. By integrating 95% of vendors through EDI, the team eliminated hours of repetitive work. Vendor inventory items were cleaned up and standardized, finally giving leadership an accurate view of COGS.
Streamlined Third-Party Reconciliation
Reconciliation no longer meant chasing down numbers. Clear workflows were established for Uber Eats, DoorDash, Amex, and in-kind credits. Tip management through Kickfin and Branch was fully integrated, and event and reservation data from Triple Seat and OpenTable flowed into a centralized system.
Financial Planning Enablement
For the first time, the business had a forward-looking lens. Tailored budgeting and cashflow forecasting models gave leaders visibility into both near-term needs and long-term growth opportunities.
Enhanced Inventory Control
Managers were trained to use mobile apps for consistent inventory counts, making the process faster and more reliable. Standardized units of measurement across vendors uncovered hidden waste patterns, helping control costs.
Smarter Labor Scheduling
Scheduling shifted from guesswork to strategy. By aligning labor with real-time utilization, guest traffic, and historical patterns, staffing levels were optimized, reducing costs while keeping service quality high.
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Results
Transforming Restaurant Accounting for Profitable Growth
Our client’s journey shows what’s possible when accounting and operations are connected through smart systems. What was once a maze of manual reconciliations, inaccurate COGS, and guesswork in scheduling is now a streamlined, data-driven process.
With automated vendor integration, standardized inventory units, and centralized reconciliation workflows, the restaurant group not only saved thousands of dollars but also gained clear, reliable financial insights.
Managers now track inventory in real time, schedule labor strategically, and forecast with confidence.
By removing inefficiencies and closing blind spots, Expertise Accelerated helped turn accounting from a source of frustration into a driver of profitability. Today, the restaurant isn’t just saving money, it’s scaling with clarity and control.
Want us to do the same for your restaurant? Let Expertise Accelerated help you cut waste, improve reporting, and grow with confidence.
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Address: 500 W Putnam Ave Ste 400, Greenwich, CT 06830
Contact: +1 (203) 542-7277
Email: sales@eaccelerated.com