REDUCE COSTS
Lower your monthly accounting costs while keeping the essentials.
KEEP COMPLIANCE
All required bookkeeping
and Crumbl submissions remain included.
STREAMLINED SERVICE
Focus on what you need -
accurate books and reliable reporting.
FULL SERVICE
COMPARISON
Available only with our Current service package. Owners with multiple stores receive discounted per-store pricing.
Makes sure all bank and credit card activity is recorded correctly and matches your actual account balances.
Provides monthly Profit & Loss, Balance Sheet, and other standard financial reports from QuickBooks.
Records payroll when payments are made rather than when payroll expenses are earned.
Records rent and occupancy expenses when payments are made.
Records franchise royalty fees when paid.
Records food purchases when payments are made rather than when inventory is used.
Tracks sales by category so you can see where revenue is coming from across products and channels.
Records daily sales activity to maintain accurate and timely revenue reporting.
Records payroll expenses in the month they are earned, regardless of when payroll is paid.
Matches rent and occupancy costs to the period they relate to, improving financial accuracy.
Matches franchise fee expenses to the revenue generated during the same period, rather than when they are paid.
Separates direct food costs by individual item rather than grouping them together with indirect costs such as materials and supplies.
Matches food costs to the period they relate to, rather than when they are paid.
Allocates expenses between stores or entities when costs are paid by one location but benefit multiple locations.
Records costs paid in advance (prepaids) and expenses that have been incurred but not yet paid (accruals), keeping expenses matched to the period they relate to.
Records estimated food inventory as an asset until it is used, rather than recognizing the full cost immediately.
Verifies that cash, sales tax, tips, and other liabilities are properly recorded and reconciled.
Provides an enhanced management reporting package beyond standard QuickBooks reports.
Combines multiple stores or entities into a single set of financial statements.
Prepares and submits required monthly financial information to Crumbl.
Prepares and files required sales tax returns for each entity.
Prepares and files annual 1099 forms for eligible vendors and contractors.
State and local business tax returns (i.e. Excise, Business License, Franchise, Personal Property).
Provides visual financial analysis and performance reporting to help identify trends and opportunities.
Compares your performance against key metrics and industry benchmarks.
Monitors expected cash deposits and investigates missing or delayed deposits.
Identifies transactions that appear unusual, incomplete, or potentially incorrect.
Regularly scheduled meetings to review financial performance and discuss business trends.
Allocate tips and process payroll based on approved timesheets. Does NOT include HR-related service (employee onboarding/offboarding).
BEFORE YOU ENROLL
Please review the service option comparisons before submitting your request.
Frequently Asked Questions
If I have multiple stores, can I still receive a multi-unit discount? Multi-unit discounts are available with our Current service package. The Basic Package is offered at a flat rate of $595 per store per month, regardless of the number of locations.
What happens if I need intercompany allocations? Intercompany allocations are available as an optional add-on service. This may be a good option if expenses are regularly paid by one store and allocated across multiple locations.
I currently have corporate overhead and management salaries allocated across my stores. Can Finatech continue handling those? Yes. Certain recurring allocations may continue to be handled as part of your service. More complex intercompany activity may require an additional fee depending on the volume and complexity.
What if I occasionally need help or have questions throughout the year? We're still available to support you. While the Basic Package does not include recurring financial review meetings, our team remains available when questions arise.
What happens if my business becomes more complex in the future? If your needs change, we can discuss transitioning you to a service level that includes additional reporting, advisory services, and financial reviews.
Can I add services back individually instead of moving to a higher package? In many cases, yes. Certain services such as intercompany allocations, sales tax filings, 1099 reporting, and tax return preparation can be added separately.
Does the Basic Package still use accrual accounting? Yes, but with a more streamlined approach. Major recurring expenses—such as payroll, occupancy, franchise fees, and food costs—continue to be recorded on an accrual basis. Smaller or infrequent expenses that may be missed during the month are generally not accrued under the Basic Package.
What happens if I open another store? The Basic Package is priced at $595 per store per month. As you add locations, each additional store is billed at the same per-store rate.
Is the Basic Package available for all of my stores or only certain locations? The Basic Package can be applied across your organization, although we may discuss specific circumstances if different locations have unique reporting or accounting needs.
What if I'm not sure whether the Basic Package is the right fit? Submit the interest form and we'll review your current setup with you. We can help determine whether the Basic Package aligns with your operational and reporting needs.
If I transition, when will all the changes occur? Service for the Basic Package will always begin on the 1st of the next month. A minimum 30-day notice is required.
What does Payroll Processing include? Payroll Processing includes calculating employee tips based on Crumbl Internal reports and any cash tip information you provide, as well as processing payroll using your approved employee timesheets. Before payroll is submitted, we will provide it for your review and approval. Payroll Processing does not include HR-related services such as employee onboarding or offboarding, I-9 verification, collecting missing employee documentation, or other personnel administration. We will communicate only with your designated HR or payroll contact. If information is missing that prevents payroll from being processed, we will notify your designated contact so it can be resolved before payroll is submitted.
Why does the Payroll Processing fee vary? Our Payroll Processing fee depends on the payroll provider you use. Clients using ADP or Gusto are charged $25/payrun per store because these providers integrate directly with QuickBooks Online (QBO), making payroll processing more efficient. For all other payroll providers, the fee is $35/payrun per store due to the additional manual work required to process and record payroll. We do NOT offer payroll processing for QBO payroll.