Financial leadership for restaurants.

Bookkeeping. Accounting. Fractional CFO support. We take care of the numbers so you can focus on what you do best — providing exceptional hospitality.

Confident restaurant owner with their team during a thriving service

15+ years of Finance experience across

DoorDash logo — professional experienceUber logo — professional experienceMorgan Stanley logo — professional experienceDeloitte logo — professional experience
Kushal Mehta, founder of Lattice Finance

Kushal Mehta

Founder, Lattice Finance · CPA, MBA

A note from the founder

Are you a restaurant owner looking for a strategic finance and accounting partner?

Then this is for you.

Restaurants are a complex business, and incredibly hard to run. You're already playing this game on hard mode.

Let an industry expert manage your numbers and provide proactive insights so you can grow fast, and sustainably.

I'm Kushal Mehta, founder of Lattice Finance. Across my 15+ years of corporate finance experience — particularly through DoorDash and Uber — I have lived and breathed restaurant P&Ls.

Now, I want to bring that expertise and insight to help you — the owner — so that you can focus on providing exceptional service while having an expert finance partner to lean on for any questions you may have.

What services do I offer?

My three standard offerings range from bookkeeping to accounting controller services to fractional CFO work.

But I run this business to help you thrive.

Once we have our introductory call, we'll set up a tailored package for your needs specifically so that I can help exactly where you need it most.

Remember: if your business thrives, I'm doing my job right, so our incentives are 100% aligned.

A little about me outside finance

On a personal note, I'm married and have one young one at home — okay, two if you count my goldendoodle. I love watching and playing sports and planespotting when I get a chance.

Reach out, book a discovery call, let's put a face to the name and see if we're a good fit to partner together.

Thank you for taking the time to visit my website!

Book your Discovery Call

What sets me apart

Restaurant economics are not meant for generalists.

A restaurant business is tough to manage and run, and needs someone who knows the economics inside out to be able to hit the ground running from day one.

Whether it's looking at location-level profitability, determining which expenses are driving down margins — raw materials, labour, prime costs — or understanding delivery versus in-house economics, having an industry expert makes answering these questions seamless.

Meeting you where you are

Regardless of what package you choose, my goal is simple: to help you understand your business better.

How will I do that? It depends on your current state.

If you simply need help moving over from paper-based accounting to automating it using an online tool, we'll start there.

If you need strategic guidance and a cash flow forecast for where your business is headed over the next 12 months, we'll start there.

But the end state is the same.

You will have a finance and accounting SYSTEM that allows you to know:

01

Where your business finances are at any point in time

02

Where your business is headed in the near future

03

How you can use those data points to grow your business in the long run

This industry is as competitive as any other and you will be surprised how many restaurant owners don't know their business finances. I will help you use this as your competitive edge.

Book a discovery call, no strings attached.

Let's discuss a package that works for you and I look forward to helping you grow your business.

I thrive when you thrive, so I want to make sure you get exactly what you need.

Book your Discovery Call

Have you ever asked any of these questions?

If yes, then this is for you!

01Why are sales up but cash isn't?

02Which locations are actually making us money?

03Is labour or food cost quietly eating our margin?

04How much are we really making on delivery orders?

05Can we afford another location without stretching the business too far?

06Can I trust the numbers I'm looking at?

How I can help you

My packages below highlight the range of services I offer. But each package is tailored for the needs of your business. So even if you don't see a perfect fit, reach out and we'll craft a package that meets your needs.

01

Restaurant Bookkeeping

Numbers you can trust

We can help take over your existing bookkeeping or set up a clean system for your books so you have an accurate view of your financial statements and don't have to manage the process yourself.

Is this for me?

If you're struggling to keep up with receipts and invoices and want to automate how your transactions are managed and categorized, then this is for you.

It's also a fit if you already have bookkeeping support but need additional help getting your books clean, organized and dependable.

02

Restaurant Financial Controller

Your entire accounting and finance department, essentially

We go beyond bookkeeping and manage your financials while providing proactive insights into monthly performance. This can include things like location-level reporting, changes in cash flow, delivery versus in-house performance, margin changes and understanding what's actually driving the numbers.

Is this for me?

This is equivalent to having a finance expert who can tell you everything about how your business performed over the last week, month, six months or twelve months.

As they say, history doesn't repeat, but it often rhymes. Getting clear insights into how your business performed historically can help you understand what's happening today and make better decisions going forward.

03

Restaurant Fractional CFO

Your strategic finance thought partner

From historical results to forward-looking decisions, we help forecast how the business will perform in the future, establish the key metrics worth tracking, and provide financial analysis for important growth decisions.

Is this for me?

Imagine you had a cofounder who happened to be a finance expert — this is it.

We build out a financial model for your business, including a profit and loss forecast and cash flow forecast, so you have a view on where the business is headed.

We also help establish key performance indicators to track the health of the business and model out the financial implications of growth decisions, such as opening another location.

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Built to work with the restaurant tools you already use

Familiar with the systems restaurant operators use across accounting, payroll, scheduling, inventory and delivery. We work within your existing ecosystem; this is not a claim of proprietary direct integration.

QuickBooks logoQuickBooks
Xero logoXero
Gusto logoGusto
DoorDash logoDoorDash
Uber Eats logoUber Eats
ToastRestaurant3657shiftsMarketManMarginEdge

What your first 30 days look like

A clear start, practical priorities and a working relationship built around what your restaurant needs now.

01

Understand and Diagnose

We use the discovery call and potentially another introductory call to learn about your business, your existing systems in place, and where you see the business going in the future.

We'll use this conversation to provide a list of gaps and areas where we could hit the ground running and help you manage the business more seamlessly.

02

Onboarding

If you decide to use our list of gaps and run with it yourself, it's your show.

Otherwise, we'll set up an onboarding session where we review past performance, clean up your books, and establish a schedule for what we'll deliver in the coming weeks and by when.

Every client gets check-in sessions with us on a periodic basis — weekly or monthly depending on the package you choose.

03

Partnership

We build and execute on the areas where you need help and use our check-in sessions to continuously refine how we can help you better.

We're not rigid. If we need to change the areas where you need help, we can do that on the go.

I hate to say it again, but if you thrive, we thrive. And that's why we call this a partnership.

Book your Discovery Call
Restaurant operator speaking with the chef and manager inside an active restaurant

Spend less time wondering about your numbers.

Get a finance partner who understands restaurants and helps you make sense of what's happening — and what to do next.

Book your Discovery Call