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Frequently Asked Questions

ABOUT CLARITY
STOCKTAKING
GROSS PROFIT
WHERE PROFIT GOES
CONTROLS AND MONITORING
MENU PRICING AND FOOD OPERATION
What does Clarity by David Holden do?
Clarity is a specialist F&B profit recovery and stock audit consultancy working with restaurants, pubs, and hotels across the UK and Europe.
The service is built around identifying where hospitality businesses are losing money across their food and beverage operations and addressing the underlying operational causes in practice. This goes beyond standard stocktaking. It involves root cause analysis, operational process improvement, and hands-on support to ensure changes are implemented and sustained.
40 years across kitchens, bars, stock audit, financial control, and internal audit means the full picture is visible — not just the variance on a report.
How is Clarity different from a standard stocktaking service?
Most stocktaking providers count your stock, calculate your variance, and produce a report. What happens next is largely left to the operator.
Clarity takes a different approach. The stocktake is the starting point, not the destination.
It provides hands-on visibility of how the bar, cellar, and kitchen are actually set up and managed - the controls in place, where stock is moving, and where the operation is leaking.
The focus is on understanding why the loss is happening, what it is costing the business in real terms, and what needs to change operationally to stop it. The outcome is not a report. It is real solutions that are key to measurable improvements in gross profit.
Do you carry out stocktakes?
Absolutely, yes.
Yes. Stocktaking is the backbone of the service and the foundation of a 40-year career.
A stocktake provides definitive, independent numbers. It gives hands-on visibility of how the bar, cellar, and kitchen are actually operating, the controls in place, how stock is moving, and where the gaps are.
But the stocktake is the starting point, not the destination. What makes the difference is what happens next — the advice, the processes put in place, and the ongoing support that ensures changes are implemented and sustained.
That support includes telephone support for operational questions as they arise, investigation of unusual results, guidance on stock control procedures, stock control training, ordering procedures, cellar management, portion control, recipe costing, and recording wastage correctly.
Most businesses either have a stocktaker or do it themselves. The variance gets highlighted and reported every month but nothing changes. That is because identifying loss is just the first step. The work that recovers margin is everything that follows.
How often should a hospitality business carry out a stocktake?
As a minimum, monthly. For high-volume bars or operations with known variance issues, fortnightly gives you a faster feedback loop and tighter control.
The stocktake frequency matters less than what you do with the result. A monthly stocktake that produces a report nobody acts on is worthless. A fortnightly stocktake that feeds into daily monitoring and operational decisions is where the value lies.
What is the difference between an internal and external stocktake?
An internal stocktake is carried out by your own management team. It can be done more frequently and costs nothing beyond staff time, but it carries the risk of familiarity bias and inconsistent methodology. The same person counting the same stock every week can develop blind spots.
An external stocktake carried out by an independent stock auditor produces definitive numbers using consistent methodology, with no vested interest in the result. That independence is important - It removes the ability to explain away a variance and puts the focus where it belongs, on finding out why it exists.
What does a typical engagement with Clarity look like?
Most start with a Profit Review - A straight conversation about your operation and where margin is leaking. From there, defined interventions on a project basis using stocktakes as part of the diagnosis.
An opening stocktake establishes a definitive baseline using independent numbers.
A follow-up stocktake produces a result - Full visibility of stock movements by product, a clear picture of where the variance is sitting, and an honest evaluation of what the business results are actually telling you.
How long does it take to see results?
In straightforward cases, measurable improvements in gross profit can be seen within four to six weeks of implementing the recommended controls.
In more complex situations, in operations with multiple embedded issues across stock, cash, and processes, a three-month timeline to achieve stable, consistent profitability is realistic.
The case study on this site documents a bar operation where a £10,000 per month loss was turned into consistent monthly profit within three months. Not by selling more but by taking the bull by the horns and making changes based upon findings.
Do you work with single sites as well as multi-site operators?
Yes.
One site or a hundred, the conversation is the same - Get into the numbers, find where the profit is going, and drive the changes that stop it reoccurring.
A single-site independent owner is often the most motivated client to work with. They carry the full weight of the number themselves. There is no committee, no area manager to blame, and no report to file. When the numbers are wrong, they feel it directly. That appetite for the truth is exactly what makes the work effective.
Who is this service for?
Operators who want to know the truth about their business and have both the appetite for change and the authority to drive it.
In practice that means business owners, COOs, and CFOs - Those who are accountable for the numbers. The conversation has to happen at the top because that is the only level where findings become action. A site manager can be told the bar is losing margin. Only the owner or executive can mandate the controls that fix it.
What information do you need to get started?
To begin a meaningful assessment it helps to have access to the following:
Previous stock count sheets, EPOS sales reports, supplier invoices and delivery notes, product selling prices, recipe costings, cocktail specifications, and wastage reports.
For ongoing stocktakes, accuracy also depends on capturing everything that affects stock movement - Transfers between sites and to and from the kitchen, cash purchases, complimentary items, wastage, breakages, and promotions. Without these, the result will show a variance but will not tell you why.
If some of this information is missing or unreliable, that itself is often a useful starting point.
A lack of accurate data is frequently part of the problem and getting the right information in place is one of the first things we work on together.
Do you offer ongoing support?
Yes. Ongoing monitoring is where improvements get sustained rather than lost.
This typically involves periodic stock and control reviews, performance tracking, and continued operational support. The frequency is tailored to each business. The goal is to build the daily monitoring habits that keep the numbers honest on a consistent basis - Without those issues tend to have a habit of returning.
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