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Simplifying Finance for a Multi-Unit Restaurant Owner in California
26
Dec
Client Background
A franchisee in California, operating 15 quick-service restaurant outlets since 2015.
Business Challenge
Growth introduced new complexities:
- Inconsistent accounting across locations.
- Profit erosion: 20% lost to tax inefficiencies.
- No consolidated financial view.
- Owner overwhelmed: Weekends consumed by bookkeeping.
Caramel Advisors’ Solution
We focused not only on cost savings but on reducing stress and creating capacity for growth
Step 1: Prioritize quick wins
Introduced an offshore team to take over payroll and compliance tasks
Step 2: Map core vs. non-core processes
Map core vs. non-core processes
Step 3: Deploy a secure, compliant team
Implemented a SOC 2–compliant offshore team for reporting work.
Step 4: Ensure staff buy-in
Conducted joint workshops to ease concerns and smooth integration
Results Achieved
The impact was immediate and sustainable:
Results Achieved
The impact was immediate and sustainable:
45% savings in operational costs
38% faster reporting turnaround.
Ability to support 40% more clients without adding staff
Improved agility to match startup pacing.
Client Testimonial
Our partner’s expertise illuminated blind spots and propelled us forward
CFO , New York Accounting Firm