Flying blind without a financial strategy?Meet Your Fractional CFO
Restaurants need more than bookkeeping. With TRIS, you get executive-level financial strategy to drive growth, plan for funding, and make confident decision
Kickoff & Discovery
Understand your financial goals and business model.
Strategy Development
Build forecasts, budgets, and a scalable finance model.
Assessment
We audit financials, systems, and opportunities.
Monthly Partnership
Ongoing CFO support with reporting and decision support.
The TRIS CFO gave us the confidence and clarity to open our second location with less risk.
— Ana T., Chef-Founder
Plan smarter, grow faster. Let’s talk strategy. faster. Let’s talk strategy.
Financial Planning and Analysis (FP&A)
We deliver forward-looking financial models incorporating historical data, trend analysis, and scenario forecasting. Our output supports capital planning, margin strategy, and board-level decision-making.
Transaction Due Diligence
TRIS supports M&A and investment activity with quality-of-earnings reviews, financial normalization, and red flag identification. Our deliverables meet investor, lender, and legal diligence requirements.
Cash Management and Visibility
We implement cash control frameworks including daily cash position tracking, 13-week cash flow forecasts, and vendor payment planning. This ensures liquidity stability and strategic cash allocation.
Cash Flow Analysis
We build direct and indirect cash flow models that align inflows and outflows with revenue cycles, expense patterns, and seasonal fluctuations. Reports include variance analysis and burn rate tracking.
Budgeting and Forecasting
TRIS develops annual operating budgets and rolling forecasts segmented by unit, region, and business function. Forecasts are used to align labor, COGS, and fixed costs to revenue targets.
Accounting Process Review
We assess finance department workflows for efficiency, control risk, and compliance exposure. Process maps, SOPs, and system enhancements are provided to optimize performance and reduce bottlenecks.
Financial Operations Support
We lead recurring financial reviews with stakeholders, translating financials into strategic insight. Sessions highlight trends, anomalies, and recommendations for corrective or expansion actions.We lead recurring financial reviews with stakeholders, translating financials into strategic insight. Sessions highlight trends, anomalies, and recommendations for corrective or expansion actions.
KPI Development and Reporting
We define and track core financial and operational KPIs aligned to client objectives. Dashboards and variance reports are customized for operators, investors, and executive stakeholders.
Financial Reviews
We lead recurring financial reviews with stakeholders, translating financials into strategic insight. Sessions highlight trends, anomalies, and recommendations for corrective or expansion actions.
Funding and Capitalization Strategy
TRIS advises on capital stack optimization, lender engagement, and investor readiness. We model funding scenarios and assist in narrative development for debt or equity raises.
Landlord Negotiations
We support lease negotiations with data-backed occupancy benchmarks, comparable analysis, and modeling of rent impact on unit profitability.
Supplier Contract Reviews
We audit key vendor agreements for pricing structure, performance terms, and renewal conditions. Renegotiation strategies are provided to align supplier value with operational priorities.
Investor Reporting
TRIS prepares board-ready investor reporting packages with GAAP financials, performance commentary, and future outlook guidance. Compliance with investor mandates and reporting cadences is maintained.
Internal Controls and Compliance
We implement financial controls across payables, receivables, approvals, and reconciliations. Internal audit procedures and documentation standards ensure regulatory alignment and fraud mitigation.
Fractional COO / CIO Capabilities
Where applicable, we extend fractional leadership to operations and technology functions. Engagements focus on org structure, tech stack planning, and cross-departmental coordination.