Beacon Foundry | Accounting Firm Growth & AI Readiness Discovery

1. Business & Growth Context

How the firm currently works and grows.

How do you currently acquire most of your clients?

Referrals from existing clients Professional networks / associations Inbound website or Google search Outbound (calling, LinkedIn, events) Partnerships (POS vendors, consultants, brokers) Other

Roughly what percentage of new clients come from digital / inbound sources?

What does a typical new client look like for you?

Single location vs multi-unit, revenue range, restaurant concepts, etc.

If lead volume doubled tomorrow, what would break first?

How do you currently price and package services? Any resistance to raising prices or shifting toward more advisory work?

2. Current Marketing Reality

How prospects find you today.

What is your website’s primary purpose right now?

Do you know your approximate monthly website traffic and inquiry volume?

Which content or posts have performed best? What topics do restaurant owners ask you about most?

Which of these do you currently have in place?

Optimized Google Business Profile Review generation process Paid ads (Google, LinkedIn, etc.) Email newsletter or nurture Consistent LinkedIn / social posting None of the above

How are partners or team members contributing to visibility?

LinkedIn activity, speaking, association involvement, etc.

3. Technology & AI Readiness

Current systems and openness to new tools.

What systems do you primarily use for client work?

Accounting software, practice management, POS integrations, reporting tools, etc.

Have you experimented with AI for content, reporting, intake, or internal processes? What worked or didn’t?

How do clients currently receive and interpret their financials? Any interest in automated dashboards or AI-assisted insights?

What are the biggest time sinks in marketing or client communication that technology could reduce?

4. Goals & Constraints

What success looks like and any boundaries.

What would “success” look like in the next 6–12 months?

New clients per month, revenue lift, reduced owner time on marketing, more advisory work, etc.

What is the typical budget range and decision process for external marketing or technology help?

Are there any compliance, brand, or cultural constraints on using AI or outsourcing content?

How do you want to be perceived relative to local competitors and national restaurant specialists?

5. Your Information

So we can follow up with relevant ideas.

Firm name

Your name

Email

Phone (optional)

Anything else you’d like us to know?

1. Business & Growth Context

2. Current Marketing Reality

3. Technology & AI Readiness

4. Goals & Constraints

5. Your Information

Thank You