Financial leadership for independent restaurants, taprooms, and brewpubs

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We help hospitality operators get clean numbers, stronger cash visibility, and better decision support — from accounting and compliance to fractional CFO guidance.

Book a Finance Fit Call

Profitability is not an accident

You do not need more reports. You need better decisions.

If you are running a restaurant, taproom, or brewpub, you already know the math is tight. Sales can look strong while margin, cash, and labor discipline tell a very different story.

Most operators come looking for a CPA. What they really need is a finance partner who helps them understand performance, protect profitability, and make smarter calls with confidence.

Operators come to us when:

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the books are technically getting done, but the numbers are too late to help

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they are making decisions off the bank balance

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labor, food cost, or cash flow feel harder to control than they should

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they want more than tax prep and basic bookkeeping

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they need financial leadership without hiring a full-time CFO

How We Help

Accounting & Compliance

Clean books, reliable reporting, tax coordination, and back-office support that gives you a solid financial foundation.

Fractional CFO & Financial Leadership

Cash-flow planning, KPI visibility, forecasting, and decision support for operators who need more clarity around margins, growth, and next moves.

Who we work best with

We work best with independent restaurants, taprooms, and brewpubs that want stronger financial systems and a clearer picture of what is driving performance.

That includes:

Founders opening or stabilizing a first location

Single-unit operators over $1M in sales

Owner-operators who have outgrown basic bookkeeping

Multi-unit brands that need more structure and visibility

What current and past clients say

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Four Keys Brewing

Corey is an excellent CPA to work with when it comes to navigating the accounting of a small craft beverage & community-minded business. He understands & is truly immersed in the trends of the industry. We are very impressed with the reporting that Corey has done for our business; for the first time, we are truly able to see HOW we’re doing, what’s working, & how we can improve. Corey’s focus isn’t solely on the numbers; he utilizes a more holistic approach that honors who you are & where you want to go. When he sent us the initial set-up questionnaire that included thoughtful questions about our hopes & dreams for the business, I knew he was the right fit; we loved that he cared about our vision. Plus, he came highly recommended to us by other local businesses we respect. One of a kind, boutique, customized service.

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Nourish Juicery & Kitchen LLC

Growing our business while working in the business, does not leave much time to work “on” the business. We were overwhelmed and needed help. Lord CPA’s have been invaluable partners for us, handling details, providing wise counsel, and peace of mind. We are incredibly grateful to have them on our team!

Stop running the business on late reports and gut feel

Let’s figure out what level of support makes sense for your business right now.

Book a Finance Fit Call

Get a hold of your cash flow to make real decisions for your business

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KILL THE WORRY, KEEP THE PASSION

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