Restaurant Finance templates

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What is a restaurant financial plan?

Simply put, a restaurant financial plan is a type of evaluation of the current and future finances for a restaurant company. It is an important document as it helps to decipher the level of finance that your business needs, whilst also predicting the viability of business operations. When creating a financial plan, it is common to meet with a finance professional in order to calculate tax and assets, among other things.

What is important in a restaurant financial plan?

There are a number of key aspects to a restaurant financial plan. It is normal to include:

  • A pro forma profit and loss statement. This is also known as a pro forma income statement and is simply a statement of revenue and expenses that are made by the business.

  • A break-even analysis. This analyses the amount needed to be collected in revenue in order to cover business costs.

  • A capital requirements budget. This is the budget for large or substantial expenses that are to be made. For a restaurant, this could be costs such as, purchasing cooking equipment, or restaurant furniture and fixtures.

Within these sections, there are a range of financial predictions and costings that need to be made. This can include:

  • Calculating rental costs, electricity, permits, and licensing

  • Costing and pricing of the menu

  • Revenue forecasting, prediction and objectives for the quantity of food and beverages to be sold.

What types of restaurant finance templates are there?

There are a number of useful calculations that can be made to aid the creation and running of a restaurant business:

  • A declining balance sheet, this is a type of document which, when calculated, shows how much can be spent each day, keeping record of expenses. It therefore shows remaining budget.

  • Food Inventory Management sheet. It is essential for a restaurant owner or manager to keep track of their food and beverage stock levels. Using an inventory management sheet is thus an extremely useful tool for doing so.

  • Restaurant Financial Model. This model helps to calculate the viability of a restaurant business, running predicted finance data to give a clearer understanding of the potential figures.

To find out more, please refer to these sites which offer useful information into starting and running a restaurant business:

If you'd like to download ready-to-use restaurant templates, look no further than the wealth of available tools below on Eloquens.com. To contact us, please message the Eloquens Team via our channel page

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