Budgeting and forecasting
Yes Chef Advisory builds your restaurant’s annual budget and a 13-week cash flow projection from your own books and POS data, then checks them against your actual results, so you see a shortfall before it arrives and know what the business can afford before you commit. Built for restaurateurs by restaurateurs.
Based in Oregon, serving restaurants across the US.
The service
Owners whose cash feels tight even when sales look fine, restaurants with seasonal swings, and operators planning to remodel, expand or borrow. One location or several.
How it works
A short, free conversation to see if we’re a fit.
We connect to your QuickBooks, POS, payroll and bank accounts.
We build your annual budget and 13-week cash flow forecast from your own numbers.
We sit down live each month to compare actual results to the plan and decide what’s next.
How we compare
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.
Budgeting and forecasting look ahead, while tax work looks back. We build the plan from your books and coordinate with your CPA at year end. We don’t prepare tax returns.
Budgeting software and templates show you numbers. They don’t build the assumptions, tie them to your books every month, or tell you what to change. That’s the part we do.
Budgeting and cash flow forecasting are part of our Fractional CFO level, which typically starts at $2500 per month, depending on the size and scope of your restaurant. It includes everything in CFO Foundations and Bookkeeping+.
Who you would work with
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 budgeting means setting a monthly plan for sales, food and beverage cost, labor, and fixed expenses, based on your own history, so you know your targets before the month starts. Each month the plan is compared with your actual results to show where you are off and why.
It means tracking when money actually comes in and goes out, including payroll, vendor payments, taxes and loan payments, so you know how much cash you will have in the weeks ahead. Profit on paper and cash in the bank are not the same thing.
It projects your cash week by week for the next quarter. Restaurants use it because payroll, vendor payments and sales taxes land on specific dates, and a shortfall is easier to fix when you see it weeks ahead.
A budget is your plan for the year. A forecast is your best estimate of what is coming, updated as results come in. The budget sets targets, and the forecast shows whether you are on track to hit them.
Sales are not cash. Payroll, vendor bills, sales tax, loan payments, equipment and owner draws all leave your account on their own schedule, and a slow week can leave a gap even in a profitable month. A cash flow forecast shows that gap before it arrives.
Budgeting and cash flow forecasting are part of Fractional CFO, which typically starts at $2500 per month, depending on the size and scope of the restaurant. It includes everything in CFO Foundations and Bookkeeping+. Multiple locations are quoted separately. Book a free conversation to see what fits.
It comes with the service. A budget and forecast are only as good as your books, so every level, including Fractional CFO, includes the monthly bookkeeping.
Access to your QuickBooks Online account and your POS and payroll data. If your books are behind, we can talk about catching them up first.
Yes. Financing preparation, scenario support for major decisions, and pre-sale or exit support are part of Fractional CFO. We build the numbers a lender or partner will ask for and show what a second location would do to your cash.
Yes. We coordinate with your CPA at year end so they start from clean financials. We don’t prepare tax returns.
Based in Oregon, serving restaurants across the US.
Consider it done.
Based in Oregon, serving restaurants across the US.