Lauren Keller - The Restaurant CPAs

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Who handles your tax strategy?*

An accounting firm that specializes in restaurants

A general accountant

Not sure

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Q1 Score

Do you hear from your accountant outside of tax season?*

Yes

No

I don't think so

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Q2 Score

Has your accountant audited your restaurant operations in the last 12 months?*

Yes

No

I don't think so

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Q3 Score

Does your accountant help you with strategic growth planning (e.g., expansion, capital raising, scaling operations)?*

Yes, regularly

Occasionally

No

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Q4 Score

Does your accountant provide proactive financial insights like forecasting or benchmarking vs. peers?*

Yes

Sometimes

No

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Q5 Score

How would you describe your back-office accounting process (bookkeeping, reporting, payroll)?*

It runs like clockwork—minimal time or stress on our end

It gets done, but it takes a lot of time and oversight

It’s messy, delayed, or often behind, and it stresses us out

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Q6 Score

Does your accountant ever connect you with opportunities that could help your restaurant grow?*

Always

Rarely

Never

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Q7 Score

If a firm offered restaurant-specific accounting, tax strategy, and financial planning — would you want to hear more?*

Yes

Maybe

No

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Q8 Score

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Total Score

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Author: Lauren Keller

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Author: Lauren Keller

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