What it costs
Pricing is customized for your specific operations, including the number of locations, your transaction volume and the reporting you want.
Restaurant bookkeeping
Restaurant Bookkeeping Services
Yes Chef Advisory provides monthly bookkeeping built for independent restaurants. We close and reconcile your books every month and tie your POS sales and payroll to them, using a chart of accounts built for restaurants, so your numbers are accurate and ready for your next decision. Built for restaurateurs by restaurateurs.
Based in Oregon, serving restaurants across the US.
The service
What you get, and who it’s for.
What’s included
- ✓Monthly close and reconciliation of bank and credit card accounts
- ✓A restaurant-specific chart of accounts, with food, beverage and labor costs broken out
- ✓POS sales and payroll recorded and tied to your books
- ✓Monthly profit and loss and balance sheet
- ✓Year-end coordination with your CPA
Want a live monthly review of your numbers? That comes with CFO Foundations.
Who it’s for
Independent, owner-operated restaurants: pizza, Italian, family, diner and breakfast concepts, plus coffee shops and food trucks. One location or several. Multi-location restaurants get location-level reporting, with pricing based on scope.
Tools
QuickBooks Online. For POS and payroll data: Toast, and other major POS providers.
How it works
From first conversation to monthly reports.
1
Chat
A short, free conversation to see if we’re a fit.
2
Integrate
We connect to your QuickBooks, POS, payroll and bank accounts.
3
Finalize
We reconcile and finalize your books every month.
4
Report
You get your monthly profit and loss and balance sheet, and we coordinate with your CPA at year end.
Behind on your books?
We can catch you up, and in some cases it can be included in the standard monthly service. Book a free conversation to find out more.
Bookkeeper and CPA
Why use a bookkeeper and your CPA?
A CPA ensures your taxes pass the health inspection. We ensure your daily food costs, labor, and margins are tracked perfectly so you actually have profit left to protect.
Many owners want their CPA to handle everything, and that works for some restaurants. A dedicated restaurant bookkeeper usually serves you better, for four reasons:
Restaurant specialization.
POS sales, tips, payroll, delivery fees and prime cost are handled every month by someone who works only with restaurants.
Monthly attention.
Bookkeeping is monthly work. CPA firms are busiest from January through April, which is when your books can slip.
Cost.
CPA time is generally priced higher than bookkeeping time. Keeping routine monthly work with a bookkeeper saves your CPA’s hours for tax planning and filing.
A second set of eyes.
When the person who keeps the books isn’t the one who files your taxes, each can catch the other’s mistakes.
Your CPA stays your CPA. We keep the books and coordinate with them at year end, so they start from clean financials. We don’t prepare tax returns.
Who you would work with
Run by an industry veteran and professional.
Christian launched Yes Chef Advisory after nearly two decades of leading international restaurant and franchise operations.
Christian TouzetFounder
“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
Restaurant bookkeeping, answered.
What is restaurant bookkeeping?
Restaurant bookkeeping is the monthly work of recording, categorizing and reconciling a restaurant’s sales, expenses, payroll and bank activity, so your books are accurate and you can see your costs and profit. It differs from general bookkeeping because it deals with POS sales, tips, payroll, delivery fees and prime cost.
How much does restaurant bookkeeping cost?
Pricing is customized for your specific operations, including the number of locations, your transaction volume and the reporting you want. Book a free conversation and we’ll walk through what fits.
Do I need a bookkeeper or an accountant for my restaurant?
Most restaurants benefit from both. A dedicated bookkeeper keeps your books accurate every month, and your CPA files your taxes and advises on tax strategy. We coordinate with your CPA at year end.
Which POS and accounting software do you work with?
QuickBooks Online. For POS and payroll data: Toast, and other major POS providers.
My books are behind. Can you catch them up?
Yes. We can catch you up, and in some cases it can be included in the standard monthly service. Book a free conversation to find out more.
Do you work with multi-location restaurant groups?
Yes. Multi-location restaurants get location-level reporting, with pricing based on scope.
Do you prepare tax returns?
No. Yes Chef Advisory handles the books and the reporting. Your CPA files the returns, and clean monthly books usually make that filing faster and less expensive.
What do I get each month?
Reconciled bank and credit card accounts, POS sales and payroll tied to your books, and a monthly profit and loss and balance sheet, built on a chart of accounts made for restaurants.
What’s the difference between Bookkeeping+, CFO Foundations and Fractional CFO?
Bookkeeping+ is the monthly close, with a restaurant-specific chart of accounts, POS sales and payroll tied to your books, financial statements, and year-end coordination with your CPA. CFO Foundations adds a live monthly review with prime cost, food cost, labor and sales staff reporting, and owner decision support. Fractional CFO adds planning and strategy, including 13-week cash flow forecasting, budgeting, menu and sales mix analysis, and financing support.
Where are you based, and do you work with restaurants outside Oregon?
Based in Oregon, serving restaurants across the US.
Consider it done.
Book a free conversation.
Based in Oregon, serving restaurants across the US.