The Engagement.

One retainer. No billable hours. No à la carte.

One retainer. The full financial function.

AP, sales tax, the books, the reporting, and the monthly work of turning numbers into decisions — all under one engagement. No billable hours. No à la carte.

The infrastructure

  • Accounts Payable
  • Sales Tax
  • Chart of Accounts
  • License Expiration Tracking

The reporting

  • Accrual Basis Financials
  • Weekly Flash Report
  • Cash Flow Management
  • Competitor Pricing Comparison

The judgment

  • Prime Cost Advisory
  • Monthly Meeting
  • Scenario Planning
  • Expansion Feasibility

The Prep Method

Every engagement moves through four stages. The sequence is deliberate — each stage is the prerequisite for the next.

01

Foundation

Accrual-basis books. Clean chart of accounts. Trustworthy data. Sales tax filings. License expiration tracking. The prerequisite for everything downstream. Always first, no exceptions. Without this, the numbers don’t mean anything — because they’re not accurate. Mise en Place handles all bookkeeping as a quality control requirement. The foundation must be Mise en Place’s because everything downstream depends on the data being trustworthy.

02

Visibility

Weekly flash report. Cash flow management. Consistent financial statements. The operator always knows where they stand. The report runs the operation when the operator can’t be in every location at once. Always follows Foundation.

03

Clarity

Variance analysis. 13-week forecast. Prime cost advisory. Monthly meeting. Employee efficiency and incentives. Food cost deep dives. This is where the numbers become decisions — what the variance means, whether the cash position supports what the client wants to do next, what to do with it, not just what happened. Ongoing for the duration of the engagement.

04

Readiness

Lender package. Expansion feasibility. DSCR analysis. Scenario planning. Competitor pricing comparison. Begins after Visibility, runs alongside Clarity, maintained continuously. Readiness is a byproduct of doing the work correctly every month — not a reactive service delivered when a capital event arrives. Mise en Place clients don’t scramble when opportunity arrives. They’re already prepared.

Income tax, payroll tax, and other statutory filings stay with your CPA and payroll provider. Mise en Place is built to work alongside those relationships, not replace them.

Engagement Tiers

Tier is set by whichever metric is in the higher tier.

Tier 1

$1M – $3M revenue

1 location

$3,000 – $3,750 / month

Tier 2

$3M – $5M revenue

2–3 locations

$4,000 – $4,750 / month

Tier 3

$5M – $7M revenue

4–5 locations

$5,000 – $6,000 / month

$7M+ revenue or 6+ locations: Custom Engagement

From here to Clarity.

  1. i A conversation to hear about what you’ve built.
  2. ii A meeting to talk specifics.
  3. iii The engagement letter.
  4. iv Structured onboarding.
  5. v Clarity delivered.

Quiet the noise. Prepare to focus.

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