Restaurant Services

We understand the challenges of the restaurant industry. Independent owners need support and accountability to succeed–we provide both.

Our Approach

Prepshift Diagnostic Core - Finance, Operations, People, and Strategy

Your Prepshift journey begins with our proprietary diagnostic to take inventory of your business across finance, operations, people management, and strategy. Most restaurant operators have a sense of areas for improvement but aren’t sure where to start.

Our assessment helps identify your growth stage and focus areas so we can craft an action plan together.

Areas of Expertise

We leverage our first-hand hospitality experience and best practices from diverse industries to optimize and engage restaurant teams. We deliver our content through 1:1 personalized coaching, workshops, and staff training in English and Spanish.

    • Restaurant Financial Literacy

    • Forecasting and Projections

    • Accessing Funding

    • Bookkeeping Setup & Clean-Up

    • Ongoing Bookkeeping

    • Fractional CFO Services

    • Recipe Development & Costing

    • Kitchen Systems

    • SOP Documentation

    • Menu Design & Product Mix

    • POS Implementation

    • Food Cost Management

    • Green & Sustainable Operations

    • Handbook Development

    • New Manager 101

    • Team Communication

    • Performance Management

    • Labor Cost Management

    • Scheduling & Payroll Setup

    • Performance Tracking

    • Business Planning

    • PR and Storytelling

    • Mission & Vision

    • Long-term Goal Setting

    • Crowdfunding & Fundraising

    • Teamwide Financial Engagement

Financial Coaching

At Prepshift, we speak restaurant and finance. We understand the nuances of running a food business. Accurate bookkeeping and financials are the foundation for meaningful growth and intentional management. We provide reliable bookkeeping and empower you with the skills to make your financials work for you.

Prepshift Bookkeeping

  • Chart of Accounts overhaul

  • Bank and credit card reconciliation

  • Invoice Payments (ie. Accounts Payable)

  • Routine cashflow and payroll reporting

  • Annual preparation for tax accountant handoff

  • Monthly meals tax payment

  • Quarterly financial insights and health check

Fractional CFO Support

  • Restaurant finance education

  • Annual forecasting and modeling

  • Cashflow management

  • Debt prioritization and consolidation

  • Risk mitigation and financial projections

  • Benchmarking and revenue generation

  • Growth planning and fundraising

Who We Work With

Smiling cafe worker workforce training

Whether you’re opening your first brick-and-mortar location or your third, Prepshift can help. We primarily serve independent full-service and fast-casual restaurants, bakeries, and cafés.

  • Brick & mortar food businesses

  • Minority, woman, or BIPOC-owned

  • Fewer than 5 locations

  • At any stage of development

Success Stories

Our clients are leaving their mark and are dedicated to a brighter, more equitable restaurant industry for all. Prepshift helps them achieve their goals, afford their values, and lead with purpose. Meet a few of them below.

Far Out Ice Cream
Rubato Hong Kong Cafe
Revival Cafe + Kitchen
Roundhead Brewing Company
Mamaleh's Delicatessen
Comfort Kitchen Boston
Manoa Poke Shop
JA Patty Rhode Island
Mahaniyom Thai Tapas Bar Boston
Brassica Kitchen + Cafe
Bab Al Yemen Restaurant
Jackrabbit Filly
King BBQ
Via Cannuccia, Dorchester
Vester Cafe
Japonaise Bakery
Jadu Boston
The Nu Kitchen

  • AHMED MAHMOOD | Owner, Bab Al Yemen

    Working with Prepshift has been one of our best decisions. We had so many unanswered questions before meeting this team. Thanks to the extensive knowledge in this industry, they were able to guide us in making instrumental decisions. We highly value their constructive way of assessing our business…we are very grateful for the help.

  • MAYA MUKHOPADHAYA | Owner, Jadu

    As a new entrant into the restaurant industry, the Prepshift team was instrumental in helping me work towards opening my coffee shop/wine bar in big ways and small. We worked on big strategy things like financial forecasting…that is aligned with my values and vision, and that I can use to benchmark how the shop is doing over time. They were my restaurant industry "phone a friend"!

  • PARTICIPANT | FAB 2023 Hospitality Conference

    “It’s very easy to slip into thinking the one way you have always done something is the best or only way and [Prepshift] was a great reminder to self-assess your own leadership style and philosophy and to not be afraid to make changes.”

  • STEVEN "NOOKIE" POSTAL | Co-Owner, Revival Cafe + Kitchen

    “I'm so glad that we decided to go with Prepshift for some continuous education. As a 25-year veteran of the hospitality industry, sometimes, you can get in a rut and it's refreshing to hear some different perspectives and alternatives to what you are currently doing. I found incredible value in the trainings and look forward to more in the future.”

  • JESSY MELO | Owner, Jessy's Place

    "I am currently in the process of opening up my first brick-and-mortar store, and I feel completely comfortable sharing my business plans with the [Prepshift] team and I appreciate how each member utilizes their individual expertise to help bring everything together. They helped with the stressful early stages of my branding, to the financials, and even structured insights into the potential outlook of my new cafe. Thank you for helping me grow my business!

  • ANIKA GRAMSEY| Co-Owner, sweetie's

    As a young food business, Prepshift has been a mighty resource for us with respect to financial forecasting and industry-specific advice.  Dylan, Carla, and Irene are truly invested in the success of their clients; we are very grateful to have met and worked together.