Bloom Client Advisory Services
Restaurant bookkeeping
simplified.
Keeping track of your restaurant finances can be overwhelming, especially as your business grows.
When we work together, you'll have a trusted partner who will help streamline your financial processes, empowering you to make informed decisions based on accurate financial data.
Let’s take the stress out of managing your books so you can focus on running your business.
Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor. It’s about stewardship and, therefore, about achieving the good society.
Robert J. Shiller
Meet Karen
Bloom Client Advisory Services began when I realized many small and medium-sized coffee shops, bakeries, bars, and restaurants struggled with managing their finances effectively. As a former corporate accountant and CPA turned copywriter, I understood the stress and frustration staying on top of the numbers caused business owners and knew there had to be a better way.
After running a copywriting business for several years, I was inspired to utilize my extensive background in finance and accounting to help restaurant entrepreneurs get their finances in order so they could confidently make financial business decisions.
As a QuickBooks Online Certified ProAdvisor, my mission is to simplify the financial management process for my clients, so they can focus on what they do best - serving their customers and growing their businesses.
Why restaurants? I’m a coffee lover, hobby baker, and overall foodie. I love supporting independent restaurants as much as I can, both locally and when traveling.
WAYS TO WORK TOGETHER
Since no two businesses are the same, I offer fully customizable restaurant bookkeeping services tailored to meet your specific needs.
End-to-end bookkeeping services cover everything from data entry and bank reconciliation to financial analysis and reporting.
AP and AR Management services help you stay on top of your cash flow, manage your vendor relationships, and ensure timely and accurate payments and collections.
PRICING
Transparent and Tailored Pricing for Your Unique Business Needs
You won’t find one-size-fits-all pricing when you partner with Bloom Client Advisory Services. I understand each restaurant business has its unique set of challenges and requirements, which is why I tailor pricing to your individual needs.
My goal is to offer cost-effective solutions that maximize the value provided to your business. With customized pricing, you can have peace of mind knowing you're only paying for what you need, without any surprise fees or hidden costs.
My PROCESS
My bookkeeping process is tailored to provide a comprehensive financial management solution for your restaurant.
Consultation - We begin with a consultation so I can understand your unique needs and requirements.
Proposal - Based on our consultation, I’ll provide a detailed proposal outlining the bookkeeping services I believe will be the best fit for your needs.
Setup - Once the proposal is accepted and payment is made, we’ll have a kickoff call and begin the services agreed upon.
Ongoing Support - I provide ongoing support and frequent communication to keep your accounts up-to-date and ensure you’re always aware of your restaurant’s financial position.
1
Consultation
3
Setup
5
5
FINANCIAL ANALYSIS
2
Proposal
4
Ongoing Bookkeeping
6
ONGOING
SUPPORT
Ready to get started?
Contact me today to learn more about how I can help you with your restaurant bookkeeping needs.
BLOOM BOOKKEEPING LLC
Cloud-Based Bookkeeping Services Tailored for Growing Businesses
KAREN@BLOOMCLIENTADVISORYSERVICES.COM