Financial Specialists, Inc. advises hospitality and restaurant businesses on tax, accounting, and financial management issues.


FSI Services: Restaurant Management

Many successful hospitality industry professionals in the California area have relied on our guidance and support.  Our job is to keep you focused on serving your clients, confident that your business is growing in line with your long term economic interests.  We provide timely, confidential, professional service and work to make sure each client develops a clear financial picture of their business.

All our specialized hospitality and restaurant accounting services are tailored to fit individual situations.  Whether you are setting up a night club, restaurant, bars, coffee shops, small catering business or a franchise restaurant, you can expect valuable insight and support in your financial decisions.

  • Business Plan
  • Monthly Financial Statements
  • Tax Planning
  • Cash Flow Analysis
  • Tax Return Preparation
  • Point-of-sale accounting
  • Operating expense analyses
  • IRS Annual Tip Report
  • Annual 1099’s
  • Business Loan Assistance
  • Budgets and Projections
  • Monthly Bank Reconciliations
  • Sales Tax Returns
  • Annual Break Even Analysis
  • All Year End Accounting
  • Depreciation Schedules
  • Tip Allocation

Fully Licensed *

  • CPA: Certified Public Accountant (CA; AZ & ID)
  • PFS: Personal Financial Specialists
  • Registered Investment Advisor
  • Securities & Exchange Commission: Stock Broker License Series 7, 24, 63 & 66
  • Insurance Broker: Life & Disability
  • Real Estate Brokers: Licensed in California; Arizona & Idaho