New York Office
Serving up
peace of mind
Expert tax and accounting to optimize your business
Our Approach
Specialized expertise and proactive strategies to transform your restaurant’s financial management and profitability.
Industry Expertise
Our team has extensive experience working with restaurants of all sizes and types. We understand food cost analysis, labor regulations, and the ever-changing tax landscape specific to your business.
Streamlined Solutions
We take the burden of bookkeeping and tax compliance off your plate. We utilize cutting-edge technology to ensure efficient and accurate financial management, all for a flat fee.
Proactive Guidance
We go beyond crunching numbers. We provide insights and strategies to maximize profitability, minimize tax liabilities, and help your restaurant thrive.
People First
We care about our clients and prioritize high-touch, hands-on partnership and advisement.
As committed to your business as you are.
Meet our New York-based restaurant advisory team.
Ira Friedman
Principal
Brandon Cooper
Director
Josh Friedman
Director
Alan Ackerman
Tax Manager
Stephanie Portelli-Young
Senior Business Advisor
Concetto Muscat
Business Advisor
Tiffany Munoz
Administrative Assistant
Services
We offer a variety of tax and accounting services for restaurants and other food-related businesses, including:
Outsourced CFO / Controller
- Outsourced CFO / Controller
- Financial leadership and support
- Weekly cash flow projections
- Operations analysis
- Monthly financial reporting
- Monthly webinar meetings to review financials
- Budget preparation
- Year end prep and contact for tax CPA
- Investor relations
General Accounting
- Day-to-day bookkeeping services
- Including: sales posting, invoice entry, payroll posting
- Weekly vendor payments
- Vendor inquiries and statement reconciliations
- Weekly bank & third party delivery reconciliations
- Accurate, timely month-end close
- Monthly account reconciliations
- Sales tax reporting
Sales Tax Audit Services
- Audit Notification Management
- Taxpayer Representation (POA)
- Documentation Review and Preparation
- Audit Examination Hosting
- Challenging Audit Methodology
- Taxability and Use Tax Clarification
- Review of Preliminary Findings
- Negotiation and Settlement (Including Penalty Abatement)
Growth Support
- Business plan, investment deck and pro-forma financials
- Critical path creation and management
- Construction budget creation and management
Custom Consulting
- To help your restaurant or food-industry business thrive
Contact Us
Find out what we can do for your business.
Phone:
(212) 644-1222
Email:
info@platformbusinessadvise.com
Address:
155 East 55th Street, Suite 300B
New York, NY 10022