Outsourced Accounting & Controller Services · New York, NY

Allow us to build books
that speak for themselves.

Clean Books Clear Numbers Better Decisions
Schedule a Free Consultation

Controller-level clarity for every stage of your business.

Whether you're a single-location operator who just needs clean books, or a multi-unit group that needs real financial oversight — we meet you where you are and build the foundation you need to grow.

Founded by David A. Sosa, MBA, with over a decade of controller-level experience across restaurant groups, PE-backed hospitality brands, and multi-entity companies generating over $300M in annual revenue.

10+
Years Controller Experience
$300M+
Annual Revenue Overseen
2-Tier
Team Model — Any Size Client
MBA
International Business

"Every operator deserves to walk into a meeting knowing their numbers are right — whether it's their first year in business or their tenth location. That confidence starts with books that speak for themselves."

— David A. Sosa, Founder & Managing Controller

From the neighborhood spot to the growing group.

We built Foreword Figures to serve operators at every stage — with the right level of support, at the right price point.

Starting Out

The Independent Operator

You're running a tight ship and your books need to catch up. You don't need a controller — you need someone who'll get your numbers clean, keep them that way, and actually tell you what they mean.

  • Single location or two
  • No dedicated accounting staff
  • Need clean books and basic P&L visibility
  • Budget-conscious but ready to invest in accuracy
Growing

The Multi-Unit Operator

You've outgrown a bookkeeper but a full-time controller isn't in the budget. You need consolidated reporting, clean month-end closes, and someone who understands the complexity of running multiple entities.

  • 2–10 locations or entities
  • Investor or PE-backed concepts
  • Need lender reporting and real financial oversight
  • Ready for controller-level partnership

Accounting support that matches your stage.

Four engagement options — from clean foundational bookkeeping to full outsourced controller oversight.

01
Foundations
From $750 / month
Clean, accurate books every month. Transaction coding, reconciliations, A/P, A/R, and sales tax — the foundation every business needs.
02
Controller Package
From $2,500 / month
Full month-end close, financial statements, variance analysis, and budget-to-actual reporting — delivered on time, every month.
03
Outsourced Controller+
From $4,000 / month
Everything in the Controller Package plus lender reporting, KPI dashboards, audit coordination, and executive financial packages.
04
Project / Advisory
$175–$250 / hour
System implementations, M&A due diligence, one-time financial projects, and turnaround support — scoped and quoted per engagement.

Our Team

Senior expertise at every level.

Foreword Figures pairs controller-level oversight with dedicated bookkeeping support — so every client gets the right level of attention, regardless of size.

Founder & Managing Controller
David A. Sosa, MBA

10+ years of controller and accounting management experience across restaurant groups, PE-backed hospitality brands, and multi-entity companies. Leads all client relationships, controller-level engagements, and financial strategy work.

Senior Accountant
Coming Soon

A dedicated senior accountant will join the team in Q4 2026, supporting our Foundations clients with day-to-day bookkeeping, reconciliations, and accounts management — freeing David to focus on controller-level work across all engagements.

Our Expertise

Deep roots in hospitality & F&B.

Restaurant and hospitality accounting is complex. We know COGS, SLEBITDA, labor variances, and multi-unit consolidations — because we've lived it.

🍽️
Restaurants
Independent and multi-unit operators
🏨
Hospitality Groups
PE-backed and investor-funded concepts
📊
Emerging Brands
Ghost kitchens and fast-casual concepts
🏢
Small Business
Professional services and real estate

Ready to get started?

Let's build books that speak for themselves.

Clean Books. Clear Numbers. Better Decisions.

Schedule a Free Consultation Call 915-867-5109