Bookkeeping  |  Fractional Controller  |  Financial Operations

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 needs clean books or a multi-unit group requiring deeper financial oversight, Foreword Figures meets you where you are and helps build the financial foundation your business needs to succeed.

Founded by David A. Sosa, Foreword Figures is backed by more than 13 years of finance and accounting leadership supporting high-growth, multi-entity, and multi-unit organizations across hospitality, retail, and consumer-focused businesses. Throughout his career, David has supported more than 75 restaurant and retail locations across multiple states, managed organizations generating more than $300 million in annual revenue, and led finance and accounting functions across startups, founder-led businesses, and private equity-backed organizations.

13+
Years of Experience
75+
Locations Supported
$300M+
Annual Revenue Overseen

"Whether you're in your first year of business or opening your tenth location, every business owner deserves to trust their numbers. That confidence starts with books that speak for themselves."

— David A. Sosa, Founder & Fractional Controller

From the neighborhood spot to the growing group.

Starting Out

The Independent Operator

Just need someone to handle the books and keep things clean? That's exactly what we do, and we bring the same rigor to your single location that we bring to our larger clients.

  • Single location or small multi-unit
  • Clean books and P&L visibility
  • Sales tax and vendor management
  • From $1,000/month
Growing

The Multi-Unit Operator

You've outgrown a bookkeeper but a full-time controller isn't in the budget. You need consolidated reporting, lender-ready financials, and real financial oversight.

  • 5–10 locations or entities
  • Consolidated financial reporting
  • Lender and investor reporting
  • From $2,500/month

Four engagement options built around your stage of business.

01
Foundations
From $1,000 / month
Monthly bookkeeping, reconciliations, AP/AR support, sales tax filings, and clean financial records — every month, without exception.
02
Fractional Controller Package
From $2,500 / month
Everything in Foundations plus month-end close, financial reporting, budget-to-actuals analysis, and monthly financial review meetings.
03
Outsourced Controller+
From $5,000 / month
Everything in the Fractional Controller Package plus lender reporting, KPI dashboards, audit support, treasury oversight, executive reporting packages, and strategic financial support.
04
Special Projects
From $200 / hour
Implementations, accounting cleanups, due diligence, process improvements, reporting projects, and finance transformation initiatives. Scoped and quoted per engagement.

Our Team

Experience Behind the Numbers.

Founder & Fractional Controller
David A. Sosa, MBA

David A. Sosa is the founder of Foreword Figures, a bookkeeping and fractional controller firm dedicated to helping business owners gain clarity, confidence, and control over their finances.

With more than 13 years of accounting and finance experience, David has supported businesses ranging from independent operators to multi-location restaurant and retail groups. Unlike many advisors who work from the outside, David spent his career working within the organizations he supported, serving as part of the leadership teams responsible for driving financial and operational performance. He worked side-by-side with restaurant operators, founders, and executives to build financial processes, improve reporting, strengthen controls, and provide the insights needed to make informed business decisions.

David's experience includes overseeing the accounting and financial operations of more than 75 restaurant and retail locations across multiple states, managing multi-entity organizations, leading audits, supporting acquisitions, and partnering with operations teams to improve profitability and performance.

What sets David apart is his operational mindset. He understands that business owners do not just need financial statements, they need clear, reliable information that helps them manage labor, control costs, improve cash flow, and make smarter decisions for the future. Having spent years embedded within growing businesses, he understands the challenges owners and operators face because he has helped navigate them firsthand.

David holds a BBA in Accounting and an MBA in International Business from Texas State University.

Our Expertise

Deep roots in hospitality & F&B.

We know the complexity behind running a restaurant, from reconciling your POS and delivery platforms to managing food costs, labor, and inventory. We've closed the books on single locations and multi-unit groups, and we bring that experience to every client we work with.

🍽️
Restaurants
Independent and multi-unit operators
🏨
Hospitality Groups
PE-backed and investor-funded concepts
📊
Emerging Brands
Ghost kitchens and fast-casual concepts
🛍️
Retail & Consumer
Retail operators, consumer products, and small business

Ready to get started?

Let's build books that speak for themselves.

Clean Books. Clear Numbers. Better Decisions.

Call 917-979-3255