Does your POS connect to your accounting software?
Yes, auto syncsManual export / importNo connection at allWe don't use a POSNot sure
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Who runs payroll?
GustoADP / PaychexManual / spreadsheetMy CPAOther
How current are your books right now?
Up to date, within a week1–2 months behindQuarter or more behindNo idea
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Dedicated finance person on staff?
Yes, full-time CFO or controllerPart-time finance helpNo, just the owner
Section 03
Current CPA & accounting
What their CPA is, and is not, delivering. This builds the competitive case.
Do you currently have a CPA or accountant?
Yes, active relationshipYes, tax filing onlyNo, looking for oneHad one, recently left
How often does your CPA proactively reach out?
Never, I always call themTax time onlyQuarterlyMonthly or more
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What does your CPA actually deliver? (select all)
Tax return filingBookkeepingMonthly P&L reportsCash flow projectionsBudget vs actual reviewTax strategy & planningPayroll managementHonestly, not much
When did you last receive a segmented P&L by location or concept?
Never, just one total numberYear-end onlyQuarterlyMonthly
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Has your CPA ever proactively flagged a cost issue before it became a problem?
Yes, regularlyOnce or twiceOnly when I specifically askNever
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Overall satisfaction with your current accounting setup
Very happyOkay but not greatFrustratedActively looking to switch
Annual spend on accounting, tax & bookkeeping combined
Under $2K$2K–$5K$5K–$15K$15K–$30K$30K+No idea
Section 04
Pain points & financial visibility
Where they are bleeding and what they cannot see. This shapes the proposal.
Do you know your food cost % and labor cost % for last month, right now?
Yes, exactlyRough estimate onlyNo idea
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Can you see your cash position 60–90 days from now?
Yes, we have a forecastI estimate from gut feelNo, no one knows
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Which of these are problems right now? (select all)
Unpredictable cash flowSurprise tax billsShrinking marginsPayroll complianceNo useful reportingPlanning to expandNeed a business loan / SBATip reporting / FICATheft or shrinkageReporting to investors
IRS or state tax notice in the last 3 years?
Yes, more than onceYes, onceNoNot sure / just ignored it
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How confident are you that your books are accurate right now?
1 = not at all confident · 5 = very confident
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What does a bad month look like financially?
Be specific, vendors paid late, payroll stress, no idea why margins dropped...
Section 05
Intent, goals & budget
Qualify the opportunity, what they want, when, and what they can spend.
Primary goal for the next 12 months
Get books clean and organisedReduce my tax billActually understand my numbersOpen another locationRaise capital / SBA loanPrepare for sale or exitGrow revenue significantly
This month, ready to moveWithin the quarterWithin the yearJust exploring
Monthly budget for finance & accounting support
Under $500/mo$500–$1K/mo$1K–$2K/mo$2K–$4K/mo$4K+/moOpen, depends on value
Who else is involved in this decision?
Just meBusiness partnerInvestor / boardOperations manager
What would need to be true to sign on within 30 days?
e.g. clear pricing, sample 15-day report, reference from another restaurant...
Anything else before we prepare your proposal?
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