Built for Restaurants. Trusted by Hospitality Leaders.
We specialize in providing tailored bookkeeping, payroll, tax filing, and financial advisory services to hospitality businesses — including restaurants, cafes, hotels, motels, franchises, and catering companies.
In addition to our core services, we also offer robust cash flow management solutions designed to help hospitality businesses maintain financial stability and plan for growth. By analyzing your revenue streams, expenses, and operational costs, we deliver actionable insights that empower you to make informed decisions and navigate the unique challenges of the industry with confidence.
We integrate seamlessly with your POS, scheduling, and vendor systems to ensure that every transaction — from supplier invoices to nightly sales — is captured and reconciled. Our hospitality-dedicated workflows ensure real-time accuracy, clean books, and CRA/IRS-ready reports.
In addition to our robust integrations, we provide advanced analytics and reporting tools that empower you to make informed decisions. From detailed sales trends and labor cost analysis to inventory insights, you’ll have all the data you need at your fingertips to optimize operations, reduce waste, and increase profitability.
Daily/weekly sales tracking and reconciliation
Tip and payroll compliance (T4s, W2s, 1099s)
Vendor invoice management and payment scheduling
GST/HST/PST and sales tax filings
Monthly reporting with COGS and net profit insights
Year-end T2/1120 and audit-ready packages
Keeps your books audit-ready and stress-free year-round
Highlights food cost variances, payroll inefficiencies, and cash flow gaps
Provides monthly performance dashboards to guide staffing and inventory decisions
Offers strategic advice to expand, franchise, or stabilize margins
Delivers real-time financial insights through cloud-based tools to help you make informed decisions on-the-go
Examples of Impact:
A local restaurant group reduced food waste and improved GP by 8% with weekly margin analysis from Trust Planet.
A catering company saved over $14,000 by restructuring payroll and claiming missed credits.
We believe in earning your trust, not asking for it. That’s why we offer:
✅ 1 Month of Complimentary Service for qualified new clients
✅ Free Audit of Your Last 3 Months of Books
No pressure, no obligation. Just clarity!
With over 5 years of specialized experience in restaurant accounting, we understand the unique challenges faced by restaurants, cafés, and pubs. Whether it’s managing tips, tracking delivery commissions, or reconciling event revenues, our team handles the complexities so you can focus on what you do best — growing your business.
