✓ Why they passed vetting
They take restaurants at any stage: just opening, in a financial mess, ready to scale, or preparing to exit. The whole financial function is handled so nothing slips, rather than you managing a bookkeeper and a tax person separately. They go after restaurant-specific tax strategies, which is where most operators leave money behind. Their client quiz is a fast way to work out whether you are at the stage where a CFO is worth it.