Company Information
Key Contacts
Brad's Relationship
Anthony is a member of Brad's EO Forum. Brad spent 4 days with Anthony at a forum retreat in Feb 2026. Strong personal relationship. Henri's is one of OA's flagship single-VA success stories.
Your OA Team (1 VA)
Cristine Joy D. Santos ("Tine")
- AP processing (invoices, vendor payments, expense coding)
- Clover POS sales reconciliation across all 7 locations
- Bank reconciliation (7 separate accounts)
- Monthly sales tax filing (GA multi-location)
- Budget vs Actuals analysis for ownership
- Restaurant365 migration (from QuickBooks)
Team Leader & Operations Manager
Virtual Assistant Team (1 VA)
Cristine Joy D. Santos ("Tine")
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
✓ AP Invoice Processing Workflow
✓ Bank Reconciliation (7 accounts)
✓ GA Sales Tax Filing Protocol
✓ Budget vs Actuals Monthly Report
✓ R365 Migration Procedures
✓ Vendor Payment & Accuracy Controls
Recent Activity Log
Accounting KPIs
| KPI | Target | Actual | Status |
|---|---|---|---|
| Bank Reconciliation (7 accounts) | Monthly by Day 5 | Completed Day 4 | Exceeding |
| Clover Sales Reconciliation | Daily | Daily (all 7 locations) | On Target |
| AP Invoice Processing | <48 hours | <24 hours avg | Exceeding |
| Sales Tax Filing (GA) | By 20th of month | Filed by 15th | Exceeding |
| Budget vs Actuals Report | Monthly | Monthly (all locations) | On Target |
| R365 Migration Progress | Full migration by Q3 2026 | 75% complete | In Progress |
| Vendor Payment Accuracy | 99%+ | 99.9% | Exceeding |
R365 Migration Progress
Advisory Document Status: Delivered
Strategic Insights & Recommendations
R365 Migration Flagship
Migrating from QuickBooks to Restaurant365. Cristine ranked 8th out of 93 on R365 certification. Prime candidate for Software-as-a-Managed-Service model.
Multi-Location Accounting Excellence
7 locations, 7 bank accounts, multiple revenue streams (dine-in, ezCater, Uber Eats, DoorDash, Grubhub). Complex reconciliation executed flawlessly.
The Grateful Bread Co. Integration
Anthony acquired wholesale bakery (Smyrna GA, July 2024) plus Galla's Pizza. Accounting scope expanding with acquisitions.
RBA Board Presidency
Anthony named president of Retail Bakers of America. Industry leadership position creates content and referral opportunities for OA.
Competitive Landscape: Atlanta Restaurant & Bakery
Henri's Bakery operates in the competitive Atlanta multi-location restaurant/bakery space. Key competitive dynamics include scaling accounting operations, managing delivery platform margins, and maintaining food cost consistency across locations.
| Competitor | Locations | Type | Notes |
|---|---|---|---|
| Bread & Butterfly | 1 | Bakery / Cafe | Single location, artisan focus |
| Alon's Bakery & Market | 2 | Bakery / Market | High-end positioning, Dunwoody + Virginia-Highland |
| Corner Bakery Cafe | 5+ | Fast Casual Chain | National chain with Atlanta presence |
| Goldberg's Fine Foods | 5 | Deli / Bakery | Multi-location Atlanta deli, similar scale |
| Flying Biscuit Cafe | 8+ | Breakfast / Brunch | Multi-location, franchised model |
Henri's Competitive Advantages
Legacy Brand Recognition
Operating since 1929, Henri's has nearly a century of brand equity in Atlanta. One of the city's most recognized bakery names.
Multi-Location Scale
7 locations gives Henri's significant purchasing power, operational leverage, and market coverage across metro Atlanta.
Technology-Forward Operations
R365 migration puts Henri's ahead of most independent multi-location restaurants in accounting automation and real-time financial visibility.
Restaurant Industry Trends (2026)
Restaurant365 Adoption Accelerating
R365 has become the leading restaurant-specific ERP, now serving 40,000+ locations. Multi-location operators are migrating from QuickBooks and Sage at record rates. Cristine's top-10 certification ranking positions Henri's as an early mover.
Multi-Location Accounting Complexity
Operators with 5+ locations face exponential accounting complexity: separate bank accounts, POS reconciliation per site, consolidated P&L reporting, multi-jurisdiction tax filing. Dedicated accounting VAs are becoming essential for groups that can't justify a full in-house controller per location.
Delivery Platform Reconciliation
Third-party delivery (DoorDash, Uber Eats, Grubhub, ezCater) now represents 15-30% of revenue for many restaurants. Commission structures, refund chargebacks, and delayed settlements create significant reconciliation burdens. Cristine manages this across all 7 Henri's locations.
Food Cost & Inventory Intelligence
R365's inventory and recipe costing modules (next phase of Henri's migration) will enable real-time food cost tracking per menu item per location, a capability most independents still lack.
Industry Benchmarks
ROI Analysis: OA VA vs. In-House Staff Accountant
| Cost Component | In-House (Atlanta) | OA Virtual Assistant |
|---|---|---|
| Base Salary / Monthly Fee | $55,000/yr ($4,583/mo) | $1,895/mo ($22,740/yr) |
| Benefits (Health, 401k, PTO) | ~$10,000/yr | $0 (included) |
| Payroll Taxes | ~$4,200/yr | $0 (included) |
| Office Space / Equipment | ~$3,000/yr | $0 (remote) |
| Training & Onboarding | ~$2,000 | $0 (OA handles) |
| Total Annual Cost | ~$65,000 | $22,740 |
| Annual Savings | $42,260 saved per year (65% reduction) | |
Billing Details
Communication Channel
Communication Notes
Anthony is an EO Forum member with Brad. Communication through GChat space and through personal EO relationship. Tammy Vaughn (Controller) is primary day-to-day contact for Cristine's work. High trust account.
Submit a Support Ticket
Recent Tickets
No Open Tickets
All support requests have been resolved. Submit a new ticket above if you need assistance.
Training & Certifications
| Certification / Training | Status | Score / Rank | Date |
|---|---|---|---|
| Restaurant365 (R365) Certification | Completed | Ranked 8th out of 93 | Q1 2026 |
| QuickBooks Online Proficiency | Completed | Advanced Level | November 2025 |
| Clover POS Reconciliation | Completed | Full proficiency | December 2025 |
| Multi-Entity Bank Reconciliation | Completed | 7 accounts managed | December 2025 |
| Georgia Sales Tax Filing | Completed | Multi-location compliance | January 2026 |
| R365 Inventory Module | In Progress | Currently training | Q3 2026 target |
| R365 Recipe Costing | Scheduled | Upcoming | Q3 2026 target |
Professional Development Notes
Cristine has demonstrated exceptional self-directed learning capability. She completed the R365 certification program in record time, ranking 8th out of 93 participants globally. Her QuickBooks-to-R365 migration expertise makes her a model for OA's Software-as-a-Managed-Service positioning with restaurant clients.
Team Engagement & Recognition
Culture & Engagement
A Message from Brad Stevens, CEO
Anthony,
What you and the Henri's team have built with Cristine is exactly what Outsource Access was created to enable. A single dedicated VA handling full-cycle accounting across 7 locations, migrating platforms, reconciling multiple revenue streams, and doing it all with a 100% KPI score. That's not common. That's exceptional.
Cristine's R365 certification ranking (8th out of 93) speaks for itself. She's not just keeping up with the technology shift in restaurant accounting, she's leading it. As you continue to grow with The Grateful Bread Co. and Galla's Pizza, the accounting infrastructure she's built will scale with you.
I also want you to know how much your advocacy in EO and the RBA means. When an operator of your caliber talks about what a dedicated VA can do for a multi-location restaurant business, people listen. That kind of real-world proof is more powerful than anything we could put in a brochure.
We're here to keep growing with Henri's. If you ever need to expand the team, add capabilities, or explore new tools, just say the word.
With appreciation,
Brad Stevens
Founder & CEO, Outsource Access
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 |