For CPA firms

Clean books. Clear numbers. Restaurant bookkeeping and support that hands your firm clean, current books.

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Dashboards and reports connected around a central chart

What it means for your firm

Your clients stay yours. The books get easier.

Books you can trust

Reconciled monthly, so tax season starts clean.

Built for restaurants

Sales and labor costs broken out, not buried.

Your firm stays the CPA

A clean handoff at year end. Tax work stays with you.

The problem

Why firms refer restaurant clients to us


Restaurant books are notoriously difficult to keep clean. Sales come from the POS, tips and payroll move separately, bank feeds pile up, and operators are often overworked or unorganized. We handle the hard stuff so your firm isn’t facing a March cleanup.

Restaurant owner buried in paperwork at a desk

How it works

A smooth handoff, from the first introduction to year end.

1

You refer the client, or the owner reaches out.

We reply within one business day.

2

We get access.

QuickBooks Online accountant access, plus the POS, payroll and bank data we need.

3

Books are closed and reconciled monthly.

The owner gets an in-person Financial Review.

4

We reach out to you directly at year end.

For a smooth handoff and transition.

You choose how involved you want to be: copied on everything, or only the final reports.

What to expect

What your firm receives, and who to send us.

What your firm receives

  • ✓A smooth, timely handoff. We contact your firm directly at year end, so you aren’t waiting on records.
  • ✓Clean books. Reconciled and ready to work from, so your team isn’t cleaning up.
  • ✓No issues. Questions answered within one business day, and nothing left for your team to fix.

Who we work with

  • ✓Owner-operated restaurants: pizza, Italian, family, diner and breakfast concepts.
  • ✓Coffee shops.
  • ✓Food trucks.
  • ✓Other food service businesses.

Services

What your clients can get.

One-time

Distribution Audit

We compare distributor invoices to competing pricing and provide a competitive alternative quote. If one month’s savings don’t cover our one-time fee, it’s free.

How the audit works

Monthly

Bookkeeping+

Monthly close, a monthly in-person Financial Review, and year-end coordination with your firm.

Monthly

CFO Foundations

Everything in Bookkeeping+, plus detailed monthly reporting from POS-level reports: menu mix, server sales, labor, and prime cost.

The deliverable

The monthly review.

Each month the owner gets the same 14 slides, built from the client’s own books, POS and payroll. Your firm can be copied on every one.

Contents of the monthly review: executive summary, prime cost, food cost, labor, menu engineering and more
What is in the review each month.
Headline numbers page with an executive summary and a prime cost chart
The headline numbers page. Layout illustration, no real client data.

Who you would work with

Run by an industry veteran and professional.

Christian Touzet, founder of Yes Chef Advisory

Christian launched Yes Chef Advisory after nearly two decades of leading international restaurant and franchise operations. He is a restaurant and franchise owner and a bookkeeper.

Christian TouzetFounder

What people say

“I have been working with Christian for over a decade and he is truly exceptional.”
Don Berryessa, The Point Pub and Grill, Courthouse Fitness
“Christian’s dedication to excellence is inspiring.”
Ben Doll, local business owner
“I have known and worked with Christian for many years now and have always had a great experience.”
Lahna Graham, local business owner

Common questions

What CPAs ask before they start.

How do I refer a client?

Email us the owner’s name, or have them book a call. We reply within one business day.

Do you prepare tax returns?

No. Yes Chef Advisory handles the books and the reporting. Your firm files the returns, and clean monthly books usually make that filing faster and less expensive.

Which software do you use?

QuickBooks Online.

Who owns the books?

The client, in their own QuickBooks Online account.

How fast do you reply?

Within one business day.

What if my client wants to leave?

Their books stay in their own QuickBooks Online account.

Consider it done.

Know a restaurant owner who needs clean books?

Send us a name. We take it from there, and we refer our clients’ tax work to our CPA partners.

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