In every All Blue restaurant, the founder's seat has been the finance and systems side: the books, the
reporting, the margins. These services are that same work, applied to client engagements — each handled
directly by Simon Xi, from initial diagnosis through ongoing reporting.
Bookkeeping
Restaurant-specific monthly bookkeeping: POS and payroll reconciliation, a chart of accounts built for restaurants, and a close you can trust.
Independent operators who want clean books without a back-office hire.
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Monthly close and financial statements
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POS, payroll, and vendor reconciliation
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Restaurant-specific chart of accounts
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Sales tax and tip reporting support
Consulting
Operator-to-operator guidance on concepts, openings, and day-to-day operations — grounded in building and running All Blue's own restaurants.
Owners planning an opening, a turnaround, or a next concept.
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Concept development and openings
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Menu and margin engineering
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Operations and systems review
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Vendor and lease negotiation support
Fractional CFO
Senior financial leadership on a part-time basis: forecasting, prime cost discipline, and investor-ready reporting.
Groups and growing operators who need a CFO, not a full-time salary.
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Cash-flow forecasting and budgeting
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Prime cost targets and tracking
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Investor and lender reporting
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Financing, lease, and expansion decisions
How it works
1
Introductory conversation
It starts with an email — a high-level discussion of your current books, systems, operating
challenges, and priorities. You do not need perfectly organized financials before reaching out.
2
A clear proposal
Engagements are structured as a fixed project fee or monthly retainer, depending on the work. Scope,
responsibilities, timeline, and deliverables are agreed before the engagement begins.
3
Ongoing partnership
Monthly close, clean reporting, and a standing cadence to talk through what the numbers mean for your
next decision.
The practice works in the platforms you already use: QuickBooks Online, Restaurant365, and Toast.
Current engagements
Alongside its own restaurants, All Blue currently handles the books and reporting for operators across
the country:
An acclaimed pizza destination
Brooklyn, NY
Ongoing books and reporting for an established, high-volume independent.
A newly opened restaurant
Santa Fe, NM
Books and reporting from opening day — chart of accounts, systems, and first closes.
A national bagel franchise location
Houston, TX
Pre-opening financial setup for a new franchise operation.
Better reporting should lead to better decisions. Get in touch to discuss where your financial process
is working, where it's breaking down, and what a practical engagement could look like.