Beaird Harris

PROVEN EXPERTISE
Tax, Accounting & Business Advisory Services for Restaurant and Franchise Owners

Your days are packed—managing staff, keeping customers happy, watching inventory, and keeping the doors open. The last thing you need is to get buried
in payroll, reconciliations, or franchise tax filings.At Beaird Harris, we understand the drive that got you here—and the pressure of keeping it all running. We take the financial burden off your plate so you
can stay focused on growth, your team, and your guests.

Who We Serve
We partner with established restaurant and franchise owners who want to scale without getting bogged down in the back office:  
Quick Service Restaurants (QSRs)

High-volume, low-margin operators who need clarity and efficiency

Independent
Dining

Owners balancing operations, staff, and profitability.

Franchised Dining & Multi-Unit Groups

Established franchisees and management companies scaling across multiple entities.

Bars & Specialty Dining

Operators juggling inventory, tipping, payroll, and tax compliance.

The Restaurant Groups We Work Best With
Our services are a strong fit for restaurants and franchises who:
  • Operate at least three restaurants, bars, or social clubs
  • Collectively generate between $5–50 million in revenue
  • Need accurate, consistent, and timely accounting, bookkeeping, and financial reporting
  • Want to focus on scaling and growth—not building an internal back-office team
And while this is our ideal fit, we also work seamlessly with restaurants and franchises that already have an internal accounting department, stepping in to provide tax expertise, specialized reporting, or advisory support when needed.
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OUR FINANCIAL SERVICES
You’re Hungry for Clarity, Confidence, and Growth— We’ll Help You Get There

Tax Planning & Compliance

Stay proactive, avoid surprises, and maximize your bottom line.

  • Federal, state, and local tax compliance
  • Texas Franchise Tax expertise (Cost of Goods Sold methods, annual true-ups)
  • Multi-entity structuring and optimization
  • Proactive planning to reduce surprises and protect margins

Accounting & Bookkeeping

Accurate data drives better decisions.

  • Monthly financials with interactive reporting and line-item detail
  • Reconciled bank accounts
  • Accounts payable consulting and reporting support
  • Audit readiness and financial statement preparation

Business Advisory

Strategic guidance for owners and CFOs.

  • Cash flow forecasting and profitability analysis
  • Compensation models and partner transition planning
  • Entity formation and restructuring
  • Succession and exit planning

Wealth Management

Your restaurant’s success is just the beginning.

  • Integrated wealth management for owners
  • Personal financial planning and investment management
  • Retirement and estate planning tailored to business owners
  • Risk management and insurance strategy

Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management,
Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.

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Why Restaurants & Franchises Choose Beaird Harris

Restaurant owners know their time is too valuable to waste. That’s why they choose Beaird Harris. From QSRs to franchised dining groups, we bring deep
industry expertise, scalable solutions, and an integrated approach that allows owners to focus on customers, employees, and growth.

At Beaird Harris, we:
  • Understand the unique financial dynamics of restaurants, franchises, and bars
  • Provide end-to-end support across tax, accounting, advisory, and wealth management
  • Offer scalable solutions as you grow from a local operator to a regional franchise group
  • Work hand-in-hand with owners, CFOs, controllers, and bookkeepers
MEET OUR TEAM
Your Financial Experts for
Restaurant & Franchise Owners
Kristy Carlton

Kristy Carlton

CPA | Tax Partner

Kristy is an Industry Lead of Beaird Harris’s Restaurant & Franchise Owners practice, guiding owners and operators through entity structuring, compliance, and growth planning

Kristen Jones

Kristen Jones

CPA | Tax Partner

Kristen is an Industry Lead of Beaird Harris’s Restaurant & Franchise Owners practice, helping clients maximize tax savings and successfully navigate business transitions, from expansion to succession.

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Matt Skinner

CPA | Business Advisory Partner

Matt leads Beaird Harris’s Business Advisory practice, providing financial leadership and guidance to help organizations improve profitability, strengthen operations, and plan for long-term success.

Suzanne Bailey

Suzanne Bailey

CPA | Accounting Services

Suzanne is part of Beaird Harris’s Accounting Services Department, helping businesses streamline bookkeeping, reporting, and back-office functions so
owners can focus on growth and client service.

Tai Chu

Tai Chu

CFP® | Wealth Management Partner

Tai is part of Beaird Harris’s Wealth Management team, helping clients align their wealth with their life goals through comprehensive financial planning, investment management, risk management, and estate planning.

FAQs for Restaurant & Franchise Owners

Our expertise is best suited for established operators with multiple locations or entities. These businesses often face complex tax, accounting, and advisory needs that require more than basic compliance. By focusing on mature operators, we’re able to deliver the greatest value and long-term impact.

Entity selection is one of the most important decisions a restaurant or franchise owner can make. The right structure can reduce tax liability, protect assets, and simplify growth as you add locations. We help owners evaluate options—such as partnerships, S corporations, and management companies—to align with both business goals and long-term financial strategies.

A management company can create efficiencies for multi-unit operators by centralizing payroll, accounts payable, and back-office functions. It also simplifies financial reporting, improves tax efficiency, and provides a clearer picture of each entity’s performance. We work with owners to determine if a management company is the right fit and guide them in structuring it for success.

Texas Franchise Tax can be especially complex for restaurants and franchises, particularly when dealing with multiple entities. We provide specialized guidance on entity structuring and Cost of Goods Sold methods to minimize liability. Our team also ensures compliance and simplifies annual true-ups, giving owners peace of mind and more predictable outcomes.

Yes, In addition to tax and accounting services, we connect business success to personal wealth through integrated financial planning. From retirement and estate strategies to investment management and risk planning, we help owners translate their hard work in the restaurant into long-term financial security for themselves and their families.

Let’s Talk with Beaird Harris.

You’re hungry for growth. You’re short on time. We can help.

Schedule a complimentary call with Beaird Harris today and discover how our tax, accounting, and advisory expertise helps restaurant and franchise owners simplify complexity, protect profitability, and scale with confidence.