Hospitality, Retail, Small Hotels & Events — Books that Match Your Point-of-Sale (POS)/Property Management System (PMS)

Map POS/PMS, Delivery & Other Travel Agent (OTA) Fees to Real Margin

A Monthly Rhythm That Tames Peak Seasons & Protects Cash

Book Your Strategy Session

Hospitality, Retail, Small Hotels & Events


Sales spikes shouldn’t create chaos. At Take Flight Business Solutions, we help restaurants, cafés, boutique retail, small hotels, and event planning companies turn volume into profit. Led by Brian Dela Cruz, CPA (MA), we build a monthly rhythm that handles POS/PMS data, delivery and OTA fees, inventory, tips/service charges, sales & lodging taxes, and vendor flows—so every weekend rush, festival, or beach season strengthens cash instead of draining it.


What we do (in plain English)

  • POS/PMS to books—cleanly: Map POS Z-reads/exports and hotel PMS summaries so sales, discounts, gift cards, resort/amenity fees, OTAs, and tips post right the first time.
  • Delivery/OTA fee clarity: Track DoorDash/UberEats/Toast and OTA (Booking/Expedia/Airbnb) commissions so pricing and channel mix are grounded in real margin.
  • Inventory that’s practical: Recipe/prep or SKU-level tracking that flags food, beverage, or retail shrink and keeps COGS honest—without over-engineering.
  • Tips & service charges: Pooled/declared tips and auto service charges mapped to the GL; payroll tie-outs so labor % is trustworthy.
  • Sales & lodging tax confidence: Florida sales tax for restaurants/retail and lodging/bed tax for hotels—mapped correctly with a filing calendar.
  • Location & product mix: Side-by-side reporting that reveals which stores, rooms, SKUs, or event packages carry the business.
  • Cash rhythm: Short, rolling forecasts for payroll, vendor buys, seasonal inventory, debt service, and owner distributions—so peak periods create cash, not panic.


Who we serve (local + nationwide)

We support operators across the U.S., with extra attention to the Gulf Coast: Pensacola, Cantonment, Pace, Gulf Breeze, Milton, Navarre, Perdido, Fort Walton Beach, Niceville, and Gulf Shores/Orange Beach, AL. We understand local realities—tourism surges, spring break, Blue Angels weeks, beach/weekend spikes, storm prep, and seasonal staffing.


Segments we know well

  • Restaurants & cafés: POS mapping, delivery fees, menu margin, tips/service charges, labor %.
  • Boutique & multi-location retail: SKU mix, seasonality, promotion impact, inventory discipline.
  • Small hotels / inns / B&Bs: PMS exports, ADR/RevPAR views, OTA commission tracking, lodging tax filing, and lender-friendly statements.
  • Event planning companies & venues: Deposits/retainers, milestone billing, vendor pass-throughs, subs, and post-event margin reporting by package or client.

Our cadence (how it actually works)

  1. Baseline & targets — Review POS/PMS flows, delivery/OTA channels, inventory, staffing, AR/AP cadence, and cash needs; set practical targets (labor %, COGS %, contribution margin by channel, ADR/RevPAR, days cash on hand).
  2. Cleanup & setup (if needed) — Rebuild chart, bank rules, locations/classes, and mapping from POS/PMS/processor exports; configure gift card liability and sales/lodging tax accounts.
  3. Monthly review — Close the month on a set calendar and get a plain-English summary: what changed, variances (labor, COGS, channel mix), and the 1–3 actions for the next 30 days (pricing, prep, vendor, staffing, or channel shifts).
  4. Quarterly planning — Menu/package price checks, staffing for peak periods, capex, tax estimates, and for hotels: OTA strategy, ADR/RevPAR goals, and seasonal rate planning.


Common pains we fix (and our fix)

  • “We sell more but keep less.” → Channel/menu/package margin clarity and inventory discipline.
  • “Sales or lodging tax trips us up.” → Correct mapping and a shared filing calendar—no last-minute rush.
  • “Tips/service charges and payroll don’t tie.” → Clean mapping so labor % is accurate and auditable.
  • “Which channel or package actually wins?” → Location/channel/package reporting that exposes true contribution margin.
  • “Cash gets tight in peak season.” → Forecasts tied to reality, with simple rules for buys, rates, and staffing.


Why operators choose Take Flight

  • CPA (MA) oversight with practical, plain-English guidance
  • On-time books that match your POS/PMS and payroll systems
  • Dashboards that highlight decisions—not just numbers
  • Transparent pricing—monthly cadence; one-off mapping or cleanup projects scoped separately


Local access. National consistency. Prefer in-person milestone meetings around Pensacola/Cantonment (menu/package changes, rate strategy, annual plan, year-end)? We’re nearby. Prefer fully virtual? You’ll get the same cadence via secure portal and short screen-recorded walkthroughs you can replay with managers.


Your next step

Book a 30-minute Strategy Session. We’ll review your POS or PMS flows, delivery/OTA mix, inventory/vendor approach, and upcoming season, then provide a written scope with fixed monthly pricing. If cleanup is needed first, we’ll quote it as a defined project—so your next peak lands on clean, decision-ready numbers.

Hospitality, Hotels, Restaurants, and Retail Industries

In the ever-evolving landscape of the Hospitality, Hotels, Restaurants, and Retail industry, accounting, taxation, and financial challenges are highly specific. Take Flight Business Solutions LLC is your dedicated partner, committed to simplifying your journey by providing proactive and specialized services to businesses in the hospitality and retail sector, regardless of size. Through 15 years of experience in the casino industry and through experience working with other small businesses, we have the expertise to work with:


  • multi-use real estate establishments,
  • hotels,
  • independent restaurants,
  • entertainment venues, 
  • retail stores, and
  • spas.


We understand the inner workings of these businesses, how they operate, their accounting requirements, how their seasonality works, as well as the industry lingo. We can help with:


  • consulting on different aspects of the business,
  • accounting for transactions,
  • preparing and reviewing financial statements,
  • sales and use tax preparation,
  • payroll oversight and corrections,
  • revenue and cash flow forecasting,
  • marketing and Return-on-Invested Capital analysis, and
  • a merger and/or acquisition.


We take immense pride in the trust bestowed upon us by our clientele in the hospitality and retail industry. Every day, we strive to earn and maintain that trust by delivering meticulous and focused services.


Take Flight Business Solutions LLC possesses the dedication, background, and knowledge essential to meeting your financial needs.

We Provide

Accounting, tax and financial services for the hospitality industry, including:

Industry Insight: Our team comprehends the specific challenges and opportunities presented by the Hospitality, Hotels, Restaurants, and Retail sector. We leverage our industry knowledge to provide tailored solutions that address your unique needs.


Flexibility and Customization: We understand that each business is unique. Our services are flexible and customizable to ensure you receive the support you need, precisely when you need it.


Tech-Driven Solutions: Stay ahead with our cutting-edge technology solutions that streamline financial processes, enhance efficiency, and provide real-time insights into your business performance.



Peace of Mind:

 With Take Flight Business Solutions as your financial partner, you can focus on what you do best – delivering exceptional experiences to your customers and guests – while we handle the financial intricacies.

HOSPITALITY & RETAIL FAQs

  • Why specialized accounting for hospitality/retail?

    Inventory, POS integration, tip reporting, and sales tax require expertise to manage tight margins.

  • How do you integrate POS with QuickBooks?

    We connect Square, Toast, or Clover to QuickBooks, reconcile daily sales, and train your team.


  • What metrics should I track?

    Prime cost (60–65%), labor (30–35%), food cost (28–35%), inventory turns, and same-store sales.

  • How do you handle multistate sales tax?

    We register, track, file returns, and manage exemptions for multi-location compliance.


  • How do you manage food costs?

    We track recipe costs, waste, and menu profitability to reduce food costs by 2–3%, boosting profits.

  • Can you handle tip reporting?

    Yes, we report tips, file Form 8027, and ensure compliance to avoid IRS audits.


  • How do you support franchises?

    We track sales, calculate royalties, and provide franchisor-required financials accurately.


  • How do you manage seasonal cash flow?

    We forecast cash flow, build reserves, and negotiate vendor terms to handle seasonal swings.