Schedule a Consultation
Move to TablePoint

Switch bookkeepers without disrupting your restaurant.

We help U.S. restaurants move from their current bookkeeper or accounting provider through a structured handover, careful review, and a clear transition to a better ongoing process.

Start Your Move Schedule a Consultation

Your move, organized.

  • Review current books and systems
  • Coordinate access and records
  • Transition accounting software, POS, and connected systems
  • Connect with your CPA or tax preparer
Restaurant specialists
Structured transition
Cleaner books
Better visibility
Why TablePoint

Your restaurant deserves a bookkeeper who understands restaurants.

Many businesses have a bookkeeper. TablePoint is different because restaurant bookkeeping is our specialty.

We understand the systems, transaction flow, cost structure, and reporting needs that are specific to restaurants — from POS and merchant settlements to food cost, labor cost, delivery platforms, and multi-location reporting.

Moving to TablePoint means moving to a bookkeeping team that already understands your business.

Our Transition Process

Four steps from your current provider to TablePoint.

The goal is not to create another project for you. The goal is to make the handover controlled, clear, and as low-disruption as possible.

01

Review

We review your bookkeeping setup, QuickBooks or other accounting system, bank accounts, credit cards, POS activity, payroll records, and current reporting process.

02

Transition

We organize system access, records, and information needed to move the bookkeeping relationship over properly.

03

Cleanup

Where necessary, we identify historical bookkeeping issues and define any cleanup work required.

04

Take Over

We establish the ongoing monthly bookkeeping and reporting process so your financial information stays current and useful.

Frequently Asked Questions

Questions restaurant owners often ask before switching.

How long will the transition take?

Most transitions can be completed in under a week, depending on how quickly we receive access to the accounting system, bank and credit card information, POS data, and other required records.

The transition is focused on moving the bookkeeping relationship and setting up the new process. Any catch-up or cleanup work, if needed, is handled separately.

Do I have to wait until year-end to change bookkeepers?

No. A transition can be completed during the year. The timing depends on your bookkeeping cycle, current records, and any outstanding cleanup.

What if my books are behind?

We can review the backlog, determine what catch-up work is required, and establish a plan to bring the books current.

What if there are errors in my existing books?

We can identify the areas requiring cleanup and separate that work from the recurring monthly bookkeeping service.

Can you work with my CPA or tax preparer?

Yes. We will coordinate bookkeeping records and year-end information with your CPA or tax preparer as part of the ongoing bookkeeping process.

Will I lose any of my existing accounting data?

No. Your existing accounting data will be preserved during the transition.

If cleanup or corrections are needed, they are handled without deleting or recreating your accounting history unnecessarily.

Ready to Move?

See what a better bookkeeping relationship could look like.

Start Your Move