Restaurant group · 3 locations

Harbor Lane Hospitality

24 → 6

days to close

The challenge

Three venues, three point-of-sale systems, and a month-end close that took twenty-four days — decisions were being made on numbers a month old.

The approach

We consolidated the POS feeds into one chart of accounts, rebuilt the close checklist around daily sales journals, and moved vendor bills to a single weekly approval run.

The result

The close now lands in six days. Location-level P&Ls arrive by the 10th, and the owner renegotiated two supplier contracts on the strength of them.

For the first time since we opened the second site, I know which room is actually making money.

Operations Director

Ready for books that balance?

A thirty-minute call: you talk, we listen, and you leave with a straight answer about scope and fee — whether or not it's us.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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