Case Study
Operating 14 locations with over 500 employees and $20M in annual revenue, this established restaurant group had grown steadily using a mix of internal staff and external CPAs. However, as complexity grew, financial management became increasingly reactive.
Full-Service Restaurant (FSR)
Texas
$4M+ Credits Recovered
500+ Employees
Leadership was spending significant time managing accounting issues internally, resulting
in several critical operational gaps:
Books were consistently 3–4 months behind, hindering location-level performance analysis.
Vendor payments and payroll management lacked a formal structure, consuming valuable management time.
Despite the scale of operations, significant tax credit opportunities remained unreviewed.
Mayatax implemented a structured process designed to reduce the operational burden on leadership while maximizing financial recovery.
We established daily sales reconciliation workflows and a formal monthly close structure.
New systems provided clear, location-level visibility into financial performance.
We performed a deep-dive analysis of workforce data to identify eligibility for federal and state tax incentives.
The engagement transitioned the company from reactive management into a proactive operational system:
Identified and recovered more than $4,000,000 in tax credits.
Identified an estimated $150K–$250K in recurring annual tax savings through planning optimization.
Leadership regained the time previously consumed by finance administration, allowing them to focus on expansion and guest experience.
Bookkeeping complexity increases faster than most operators expect. Strong financial infrastructure is not just about compliance; it gives leadership the clarity needed to operate and grow with greater control.
