How it works
Most of it happens from your phone.
No new habits to learn and no back office to babysit. Three steps, and the books stay current.
1
Send it from your phone
Snap a photo of the invoice or forward the email — SBO catches it. No filing, no shoebox of receipts.
2
We keep the books
It goes straight into your own QuickBooks, categorized and reconciled the way an operator would want it — not guessed at.
3
You get The SBO Brief
The short note on your numbers comes back to you — on the same phone you sent it from, or on your PC or tablet.
Before any of this, we do the setup once — wiring your register, invoice capture, and books together so the data flows on its own. Then the three steps keep it current.
Rather hand over a pile of paper at month-end? That works too — same result, just slower.
How it works: everything counted, every cost explained.
Your numbers, anytime · a live example
What you would see on The Books — live.
The Books is the base, on whatever POS you run: your register wired in, the books closed every month, and The SBO Brief reading it all back to you. Here is the shape of it — on your phone or your laptop, whenever you want a look. Add Cost Control and Labor Control, and the same dashboard lights up with true food cost and prime.
Live Operator Dashboard · always on
Sales today · from Toast$8,940
Labor · this week31.4% in range
Prime cost · this week58.1% watch
Cash on hand$42,180
POS → QuickBooks syncHealthy
This week's SBO Brief
What changed: Prime cost rose to 58.1%, up from 55% — labor held.
What to watch: Food cost is up 4% from last week.
What to do: Pull the produce invoice from the 12th — that is where the jump shows up.
Weekly · within 4 business days of complete data
In your SBO set
Daily sales summarySales by daypartServer & menu-category salesLabor %, prime %, food %Monthly P&L + balance sheet13-week cash-flow forecastSales & liquor tax filingAnnual CPA handoff
True food cost and recipe-level numbers come with Cost Control; prime cost, sales per labor hour, and tip-tight payroll come with Labor Control. Figures shown are a sample.
See your full dashboard →
The numbers that decide your month — in writing, every week.
Getting started
Starting is a setup — not another project on your plate.
1
Find your level
Take the Fit Check: on Toast or not, and how deep you want to go on cost control and labor control.
2
We set it up
We open or clean up the books, connect your bank, POS and payroll, build your dashboard, and get your team going. A one-time onboarding to set it all up — no contract, no commitment.
3
You go live
The daily sales pulse starts right away; your first SBO Brief follows once the books are current. You own every account — we just run them.