Restaurant & Hospitality

Balancing Excellence With Taste – Your Recipe For Financial Success

Blue & Co., LLC offers specialized expertise in the Restaurant and Hospitality sector, enhancing customer experiences and business success. Our dedicated team, equipped with industry insights and financial acumen, partners with you to achieve your goals through strategic tax, business, and wealth planning solutions. We’re committed to your continuous growth and financial efficiency.

Services Overview

  • Audit and Assurance Services
  • IT Risk and Advisory Services
  • Development of Profit Plans and Budgets
  • Property Tax Planning
  • Business Planning
  • Enhancing Use of Technology
  • Planning for Management Transitions
  • Debt Structuring
  • Sales and Use Tax Planning
  • Cash Flow Planning and Management
  • Full Outsourced Accounting
  • Bill Pay
  • Bank Account Reconciliations
  • Credit Card Reconciliations
  • POS Reconciliations
  • Petty Cash Reconciliations

 

  • Family Estate Planning
  • Employee Benefit Plan Consulting
  • Planning for Family and Charitable Giving
  • Combined Business and Personal Tax Planning
  • Business Valuations to Support Giving Strategies
  • State and Local Tax Planning
  • Due Diligence Procedures to Explore Viability of Acquisition Opportunities
  • Improve Timing, Reliability, and Comprehension of Financial Reporting
  • Payroll Processing
  • Sales Tax
  • 1099 Preparation
  • QuickBooks Support and Training

 

Restaurant Specific Services

  • Work Opportunity Tax Credits
  • Empowerment Zone Tax Credits
  • Gift Card Analysis
  • FICA Tip Credit Calculation
  • Assessment of Tenant Improvement Allowances
  • Tip Accounting
  • Restaurant-Specific Accounting Software Expertise

Resources

midwest industrial outdoor storage

Where Opportunity Is Hiding in Midwest Industrial Real Estate

By Peter Hillenbrand, Senior Consultant at Blue & Co. Across the Midwest, Industrial Outdoor Storage (IOS) properties are rewriting the rules of commercial real estate. Vacancy rates are averaging near […]

Learn More
sell-side transaction advisor

Selling Your Business: Why the Right Sell-Side Advisor Matters

By Jonah Gjertson, Senior Consultant at Blue & Co. When considering the sale of your business, regardless of career stage or circumstance, engaging an experienced sell-side transaction advisor can help […]

Learn More
qualified opportunity zones

Qualified Opportunity Zones: What’s Changed and What It Means for Investors

By Carson Lorts, CPA, Senior Manager at Blue & Co. Qualified Opportunity Zones have now been around for nearly 10 years after their creation under the Tax Cuts & Jobs […]

Learn More

Connect with our team.

To learn more about our services and areas of expertise, send us a message.