Restaurant Financial Audit: Find the Leaks Before They Become the Way You Operate.
We trace the money from the moment a guest pays to the moment it reaches your bank—and review the systems in between: POS, accounting, payroll, inventory, cash, tips, labor and financial controls.
One scorecard showing where your restaurant is strong, where it's exposed, and what needs attention first.
Your restaurant financial audit gives you a structured review of what’s working, what’s weak, and what deserves attention first—instead of a vague consulting conversation.
The goal isn't perfection. It's visibility and control.
Restaurant Financial Health
We follow the transaction all the way through the business.
Toast POS
Menu setup, tenders, discounts, comps, voids, refunds, manager permissions, cash drawers and shift-review procedures.
Accounting
Toast-to-QuickBooks mapping, clearing accounts, deposits, merchant fees, sales tax, chart of accounts and month-end close.
Payroll & Labor
Payroll mapping, labor percentage, overtime exposure, tip procedures, scheduling controls and management review.
Inventory & COGS
Count structure, purchasing controls, food and beverage cost visibility, variance, category tracking and recipe-level control.
Cash & Tips
Drawer procedures, cash payouts, paid-outs, credit-card tips, nightly closeouts, deposits and exception handling.
Financial Reporting
P&L quality, balance-sheet integrity, prime cost, trend visibility and owner/management reporting.
Controls & Risk
Who can do what, where overrides happen, how exceptions are reviewed and whether controls exist before money leaves the business.
Workflow
How information moves between employees, managers, Toast, accounting, payroll, inventory and ownership.
The goal isn't simply to find mistakes. It's to identify where weak systems create financial exposure—and give you a prioritized plan to fix them.
You leave with a prioritized action plan—not a binder full of theory.
Your restaurant financial audit turns the findings into a prioritized roadmap, so you know what to fix first and why it matters.- Restaurant Financial Health Score
- Written findings by system
- High-risk and high-dollar issues identified first
- Recommended process and control changes
- Accounting / mapping corrections needed
- Suggested ownership and manager KPIs
- Prioritized remediation roadmap
- Optional proposal for Margin & Menu to implement the fixes
What the report might surface
Four steps from uncertainty to control.
Discovery
We identify the pain points, systems in use and where ownership has the least confidence.
Audit
We review the POS, books, deposits, payroll, inventory, cash procedures and reporting.
Findings
You receive the scorecard, documented issues, risks and recommended fixes in priority order.
Action
You can implement internally, engage us for the cleanup, or move into ongoing advisory support.
The audit is designed for the questions owners keep putting off.
What owners usually want to know first.
Do you replace my CPA?
No. The audit focuses on operating systems, bookkeeping quality, reconciliations, controls and management reporting. Your tax professional can continue handling tax filings and tax strategy.
Do you need to be onsite?
Most of the audit can be completed remotely with access to the relevant systems and reports. If an onsite review would materially improve the audit, that can be discussed separately.
What happens after the audit?
You can take the findings and implement them internally, hire Left Coast for a focused cleanup or implementation, or continue with ongoing advisory support.
Is $995 the total price?
$995 is the flat fee for the defined 360° Restaurant Systems Audit. Implementation or cleanup work identified by the audit is quoted separately.
Built around the systems restaurants actually use.
Restaurant financial problems rarely live in one place. Margin & Menu looks across the systems that move money, information and accountability through the business.
Restaurant-Focused
The audit is built around restaurant operations and the financial systems behind them—including POS, accounting, payroll, inventory, cash, labor and reconciliation.
Owner-Focused
Findings are organized around the questions owners actually need answered: where money is leaking, where controls are weak, what matters most and what should be addressed first.
Action-Oriented
The goal isn't to hand you another report and walk away. Findings are turned into prioritized recommendations so you know what to fix first and why it matters.
You don't need another generic consulting conversation. You need a clearer picture of what's happening inside your restaurant.
Know where the money is leaking.
Know what to fix first.
Start with a structured review of the systems behind your restaurant's financial performance—not another generic consulting conversation.