For CPA Firms

Give your restaurant clients better books.

Let TablePoint handle bookkeeping of restaurant clients.

Restaurant specialists

You keep the relationship

Referral or outsourcing

No minimum volume

Two Models

Choose the arrangement that fits your firm.

Model 1

Refer the Restaurant Client

TablePoint manages the restaurant bookkeeping relationship directly, while your firm continues as the client's tax, assurance, advisory, or broader professional-services provider.

TablePoint manages the ongoing bookkeeping relationship
Your firm remains the tax and advisory professional
Year-end coordination with your team
No need to build restaurant bookkeeping capacity in-house
Commercial referral terms are discussed directly with your firm

Discuss Referrals

Model 2

Outsource to TablePoint

Your firm keeps the client relationship. TablePoint becomes your restaurant bookkeeping back office, working to your scope and your standards.

Defined bookkeeping scope, agreed with your firm
Consistent monthly workflow and reporting
Clean, organized records ready for tax and advisory work
Coordination with your team as needed, not with the client directly
Works for a single restaurant client or your whole restaurant book

Discuss Outsourcing

Model Comparison

Which model fits your firm?

Both models are built around the same principle: your firm should not have to build restaurant bookkeeping capacity to serve restaurant clients well.

Refer the Restaurant Client

Best if your firm would rather not manage the bookkeeping relationship at all, and wants a simple, ongoing referral arrangement instead.

Client relationship: bookkeeping transfers to TablePoint (tax, advisory, etc. remains with your firm)
Client billing: TablePoint bills the client directly
TablePoint's role: full-service restaurant bookkeeping
Commercial terms: discussed privately with your firm

Outsource to TablePoint

Best if your firm wants to keep billing the client for bookkeeping, and wants a specialist team doing the work behind the scenes.

Client relationship: stays with your firm
Client billing: stays with your firm
TablePoint's role: your back-office bookkeeping team
Compensation: your firm sets its own client pricing

Your Client Relationship

Your client relationship stays protected.

TablePoint is there to handle restaurant bookkeeping, not compete with your firm.

We stay in our lane.

We do not use the bookkeeping relationship to solicit your client for competing tax, assurance, or advisory services.

Your firm remains the advisor.

Your firm keeps the tax, advisory, assurance, and broader professional relationship while we focus on restaurant bookkeeping.

Clear scope.

For outsourced engagements, we work within the scope agreed with your firm and coordinate with your team as needed.

Year-end coordination.

We keep the books organized and work with your team at year-end so your firm can continue serving the client effectively.

Let's Talk Partnership

Give your restaurant clients better books, without adding to your plate.

Schedule a Consultation