Leaders & Ledgers

What we do

Two things, and they feed each other.

Reports don't fix restaurants. Managers who read them do. We build both halves: the numbers that land in the inbox every morning, and the leaders who know what to do with them by 10 a.m.

Leaders

Leadership training for GMs, KMs and multi-unit leads

Built for people who run shifts, not for a classroom. Short, repeatable, and tied to the numbers your managers are accountable for.

Running a P&L review a GM actually understands
Shift leadership: pre-shift, floor presence, the 3 p.m. reset
Coaching conversations and accountability cadence
Manager journals and weekly one-on-ones that stick
Employee handbooks and policies & procedures, written plainly

Ledgers

AI automation for reporting, insight and leak correction

We connect to the exports you already have (POS, payroll, vendor invoices, delivery platforms, guest reviews) and turn them into reports that write and send themselves.

Daily sales report across every location, in your inbox by morning
Weekly discounts & voids, by manager, flagged against policy
Food cost trends with vendor price-watch
Labor vs. target, FOH and BOH split
Third-party delivery and guest-review summaries
Monthly P&L breakdown with plain-English takeaways

Where money leaks

The leaks are small, weekly, and nobody is watching them.

None of these show up as a line on the P&L. They hide inside lines that look normal. The automation watches them every week so a human doesn't have to.

POS

Discounts & voids

Comps, manager meals, voids after send, and "promo" buttons used as a catch-all. Tracked by manager and by reason code.

COGS

Food cost variance

Actual vs. theoretical by location. When one store runs 2 points hotter than its sister, you find out Monday, not at month end.

Labor

Hours over target

Scheduled vs. actual vs. sales, split FOH and BOH. The cook who clocks in early every day costs real money by Friday.

Vendors

Invoice price creep

The same case of eggs quietly costing more each week. Locked SKUs checked against purchase history, location by location.

Delivery

Third-party fees & refunds

Commission rates, promo spend and error refunds across DoorDash, Uber Eats and Grubhub, net of what actually hit the bank.

Guests

Review patterns

Weekly review summaries by location. The service complaint that repeats three weeks running is a staffing problem, not a guest problem.

How it works

From first call to reports that send themselves.

Walkthrough

A conversation about your concept, unit count, systems and where you suspect the money goes. We leave with a list of the reports you already get and the ones you wish you did.

Week 1 · no charge

Scope and proposal

A fixed-price proposal that names every report, every training module and every deliverable. No hourly billing, no surprise add-ons.

Week 2

Build

We connect your exports, build each report, and run it alongside what you have today until the numbers tie. Training sessions start as soon as the first report is live, so managers learn on their own data.

Typically 8–24 weeks, by scope

Hand-off

Everything runs on a schedule, documented so your team owns it. Handbook and P&P delivered in editable form. Optional monthly check-in to tune thresholds and add reports.

Ongoing, optional

Who it's for

Built for owner-operators with 2 to 30 units.

Big enough that you can't be in every store, not big enough for a finance team. You have a POS, a payroll provider and a stack of vendor invoices. That's all we need.

A good fit if

You get numbers at month end and act on them too late
Your GMs run great shifts but freeze at a P&L
Reports exist, but someone builds them by hand every week
You're opening a new brand or location and want it done right from day one

What you get

Reports in your inbox on a schedule, every day or every week
Managers who can read them and act by lunch
A plain-language handbook and P&P your team will actually use
A written record of every dollar found and what was done about it

About

Adam Lister · Founder

Built by an operator, not a software company.

Leaders & Ledgers was founded by Adam Lister, a multi-unit restaurant operator who got tired of building the same reports by hand every week and taught the machine to do it instead. Every report we build is one he runs in his own restaurants first.

Before the automation, there was the floor. Adam has spent his career leading management training and development programs for restaurant teams: building the curriculum, running the sessions, and coaching new managers through their first P&L, their first hard conversation, and their first full year. The programs he has built have a proven track record of turning strong shift leads into general managers who run profitable stores, and of giving multi-unit leaders a repeatable way to develop the people under them.

That is why the two halves of this business belong together. Training without clean numbers is a pep talk. Numbers without trained leaders is a spreadsheet nobody opens. Put them in the same room and you get managers who know what to do before anyone has to ask.

"A manager with the right number at 9 a.m. will fix the problem by noon. A manager who gets it on the 15th of next month will explain it."

Consistency Creates Credibility

Contact

Book a walkthrough.

Thirty minutes, no slides. Tell us about your restaurants and we'll tell you which three reports would pay for themselves first.

hello@leadersandledgers.net

Las Vegas, Nevada · Working with operators nationwide