Company Information
Key Contacts
Brad's Relationship
One of OA's longest-standing clients (6+ years). Low risk, highly satisfied. Kim Mallari is the 'umbrella' for operational continuity.
Your Outsource Access Team
Kim Mallari (Michael Angelo A. Mallari)
Core Responsibilities
| Task Area | Description | Frequency |
|---|---|---|
| R365 Accounting | Full Restaurant365 accounting across multiple franchise locations | Daily |
| Bank Reconciliation | Cross-location bank reconciliation and verification | Weekly |
| Toast POS Sync | POS data synchronization with R365 | Daily |
| XtraChef Integration | Invoice integration and food cost tracking via XtraChef | Daily |
| NAF & Royalties | National Advertising Fund and franchise royalty calculations | Monthly |
| 3rd Party Delivery | DoorDash, Uber Eats, Grubhub fee reconciliation | Weekly |
OA Management Team
Virtual Assistant Team (1 VA)
Kim Mallari (Michael Angelo A. Mallari)
Weekly Hours Tracked Loading live data...
| VA Name | Mon | Tue | Wed | Thu | Fri | Total | Target | Status |
|---|---|---|---|---|---|---|---|---|
| Loading live Time Doctor data... | ||||||||
Work Distribution by Category
Team Productivity Score Trend
OA Playbook Status
Key Sections
✓ Toast POS Daily Reconciliation
✓ XtraChef Invoice Integration
✓ Bank Reconciliation (Multi-Entity)
✓ NAF & Royalty Calculations
✓ 3rd Party Delivery Fee Reconciliation
✓ Monthly Close & Financial Reporting
Recent Activity Log
Restaurant Operations KPIs
| KPI | Target | Current | Status |
|---|---|---|---|
| Food Cost % (COGS) | ≤ 32% | 30.8% | On Target |
| Inventory Accuracy | ≥ 98% | 98.5% | On Target |
| POS Reconciliation | Daily by 10 AM | Completed Daily | On Target |
| Catering Order Fulfillment | ≥ 99% | 99.2% | On Target |
| Invoice Processing Time | ≤ 48 hrs | ~36 hrs avg | On Target |
| 3rd Party Delivery Reconciliation | Weekly | Completed Weekly | On Target |
Financial Accuracy Metrics
| Metric | Description | Performance |
|---|---|---|
| Bank Reconciliation | Multi-location account reconciliation accuracy | 99.9% |
| NAF Calculations | National Advertising Fund monthly accuracy | 100% |
| Royalty Reporting | Franchise royalty calculation and submission | On Time |
| XtraChef Invoice Match | Invoice-to-PO matching via XtraChef | 98.7% |
| Monthly Close Timeliness | R365 books closed within 5 business days | Avg 4 days |
Advisory Document Status: Delivered
Strategic Insights & Recommendations
R365 Software-as-a-Managed-Service Candidate
Kim is one of OA's most R365-proficient VAs (top 8/93 certified). Dreamland BBQ is a flagship reference account for R365 expertise. Prime candidate for the managed service model.
Multi-Location Franchise Accounting
Each location is a separate R365 entity. Complex multi-entity accounting with NAF, royalties, and franchise-specific financial workflows.
Buy & Ship E-Commerce Channel
USDA product direct-to-consumer shipping creates a nationwide e-commerce revenue line beyond dine-in. Opportunity for VA support in order management.
Legacy Account Value
6+ year tenure, legendary brand (est. 1958), $50M revenue. This is a premium reference client and case study for OA's restaurant vertical.
BBQ Restaurant Competitive Landscape
Key competitors in the Southern BBQ franchise and multi-location restaurant space. Understanding competitive positioning helps identify opportunities for operational efficiency and growth.
| Competitor | Locations | Region | Key Differentiator |
|---|---|---|---|
| Jim 'N Nick's BBQ | ~40 | Southeast US | Full-service dining, cheese biscuits, broader menu |
| Sonny's BBQ | ~100 | Southeast US | Affordable family dining, large catering program |
| Dickey's Barbecue Pit | ~400+ | National | Largest BBQ franchise in US, fast-casual model |
| Mission BBQ | ~130 | East Coast | Military-themed brand, strong community presence |
| Famous Dave's | ~120 | National | Award-winning sauces, ghost kitchen expansion |
| Martin's Bar-B-Que | ~8 | Tennessee/Alabama | Whole-hog tradition, regional authenticity |
Dreamland BBQ Competitive Advantages
Heritage Brand (Est. 1958)
One of the most iconic BBQ brands in the South. "Ain't nothing like 'em nowhere" tagline has generational recognition across Alabama and beyond.
USDA Direct-to-Consumer Shipping
Buy & Ship e-commerce channel creates a nationwide revenue stream that most regional competitors lack, extending brand reach far beyond physical locations.
R365 Operational Sophistication
Multi-entity R365 accounting with dedicated expert VA gives Dreamland a financial visibility advantage over competitors still using spreadsheets or basic POS reporting.
BBQ & Restaurant Industry Trends
Third-Party Delivery Fee Pressure
DoorDash, Uber Eats, and Grubhub commissions (15-30%) continue squeezing margins. Restaurants are shifting toward direct ordering channels and negotiating lower rates. Accurate reconciliation of delivery fees is critical to protecting profitability.
R365 Adoption Accelerating
Restaurant365 has become the dominant back-office platform for multi-location restaurants. Certified R365 talent is in high demand, with fewer than 100 certified professionals nationwide. Kim's rank (8/93) represents rare, premium expertise.
Food Cost Volatility
Protein costs (especially beef brisket and pork) remain volatile. BBQ restaurants face unique exposure to commodity fluctuations. Real-time food cost tracking through XtraChef and R365 is essential for protecting margins.
Catering as Growth Engine
Catering now represents 10-20% of revenue for leading BBQ chains. Corporate catering, weddings, and events are high-margin channels. Efficient order management and fulfillment tracking directly impact growth.
Labor Cost & Automation
Minimum wage increases and labor shortages are pushing restaurants toward back-office automation. Offshore accounting (via OA) delivers 60-70% cost savings versus domestic hires while maintaining accuracy and compliance.
Key Industry Metrics (Multi-Location BBQ)
| Benchmark | Industry Avg | Best-in-Class |
|---|---|---|
| Food Cost % | 30-35% | < 28% |
| Labor Cost % | 28-33% | < 25% |
| Prime Cost (Food + Labor) | 60-65% | < 55% |
| Catering Revenue Share | 8-12% | 15-20% |
| Monthly Close Time | 10-15 days | < 5 days |
| Invoice Processing | 3-5 days | < 48 hrs |
Investment Summary
| Line Item | Monthly | Annual |
|---|---|---|
| Kim Mallari - Specialized Accounting / R365 Expert | $1,895 | $22,740 |
| Total OA Investment | $1,895 | $22,740 |
ROI Analysis
Communication Channel
Communication Notes
Betsy is responsive but busy. Occasionally slow on touch-base calls. Prefers email communication. Monthly survey completion is consistent. Kim handles day-to-day with Katrina Whitlow as accounting manager supervisor.
Submit a Support Request
Use this form to submit a request to the Outsource Access team. Your Account Manager will follow up within 1 business day.
Recent Tickets
| Ticket | Subject | Status | Submitted |
|---|---|---|---|
| #1001 | XtraChef sync delay for Birmingham location | Resolved | Jul 2, 2026 |
| #1002 | New location entity setup in R365 | Resolved | Jun 18, 2026 |
| #1003 | 3rd party delivery fee discrepancy - DoorDash | Resolved | Jun 5, 2026 |
Training & Certification Progress
Kim Mallari
| Training Module | Status | Completed |
|---|---|---|
| R365 Certification Program | Certified - Rank 8/93 | 2023 |
| XtraChef Invoice Management | Completed | 2022 |
| Toast POS Integration | Completed | 2021 |
| Multi-Entity Franchise Accounting | Completed | 2021 |
| 3rd Party Delivery Reconciliation | Completed | 2023 |
| R365 Advanced Reporting & Analytics | In Progress | Expected Q3 2026 |
Skill Development Roadmap
R365 Advanced Reporting
Building proficiency in custom P&L reports, variance analysis, and location-level financial dashboards within R365.
Franchise Financial Compliance
Ongoing training in NAF audit readiness, franchise disclosure document (FDD) financial reporting, and royalty compliance standards.
Team Engagement & Culture
Culture Highlights
Zero Turnover
Kim Mallari has been with Dreamland BBQ since June 2020 with zero turnover. This continuity has built deep institutional knowledge of the franchise's multi-entity accounting structure.
Cross-Team Integration
Kim works directly with Katrina Whitlow (Accounting Manager) and the broader Dreamland finance team. The working relationship is collaborative and well-established.
OA Team Events
Kim participates in monthly OA team events, training sessions, and the annual company celebration. Engagement with OA culture activities is consistent.
Recognition
| Recognition | Details | Date |
|---|---|---|
| Star Performer Award | Consistently exceeds KPI targets across all metrics | Ongoing |
| R365 Certification Achievement | Ranked 8th out of 93 candidates in R365 certification | 2023 |
| 6-Year Tenure Milestone | One of OA's longest-tenured VAs with a single client | June 2026 |
Time Doctor Integration
Time Doctor Integration Coming Soon
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
Preview: What You Will See
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |