Services

Square Setup Audit

Running a food & beverage business means your Square has to work. But most cafe and restaurant owners configured Square themselves when they opened, connected what they needed, and moved on.

What they did not do was go back and check whether it is actually set up to support how the business runs now.
A loyalty program that no one uses. Online ordering is not connected correctly to your in-store system. Using multiple systems and platforms to piece together your business. A menu with modifiers that confuse customers or ring up wrong. These are not small inconveniences; they are revenue and customer experience problems that compound over time.
These are also the very things keeping you tied to your business, preventing you from hiring and letting it work for you.
The Square Setup Audit is a focused review of your existing Square setup, what’s working, what’s misconfigured, and what to fix first.

Book Your Audit

Who is this for?

This audit is for food and beverage business owners who have been open at least 3 months and set up their own Square account — or had someone set it up quickly at launch without fully configuring it.

If any of these are true, this audit is for you:

Your loyalty program is active, but customers are not signing up or using it

Online ordering is set up, but it does not feel fully connected to your in-store system

You suspect your processing fees are higher than they should be

Your menu has items, modifiers, or variations that are not set up correctly

Your Square reports do not match what you expected or are hard to make sense of

Something feels off about your setup but you cannot pinpoint what it is

You are not looking for a class or a general consultation. You want someone to look at your actual setup and tell you what is wrong.

What I Review

Square Account and Plan Configuration

Whether you are on the right Square plan for your business type, whether Square for Restaurants is enabled and configured correctly, and whether your account settings match how you actually operate.

Menu Setup

How your menu is built includes item names, pricing, modifiers, variations, and categories. I am looking for items that are missing, priced incorrectly, or structured in a way that causes friction at the point of sale or confuses customers ordering online.

Online Ordering

How your Square Online store is configured, whether it is connected to your in-store menu and inventory, whether the ordering experience is smooth from a customer’s perspective, and whether orders are routing correctly

Loyalty Program

Whether your loyalty program is fully activated, how it is configured, and whether the setup gives customers a real reason to use it. A loyalty program that exists but is poorly configured is not building retention; it is just sitting there.

Payment Processing

Your processing fee structure, whether you are on the most cost-effective plan for your volume, and whether there are settings in your account that could be reducing what you keep per transaction.

Reporting and Analytics

Whether your Square reports are giving you useful information about your business, which items sell, when your busy periods are, and what your actual revenue picture looks like. Most Square users have never opened the right report for their business type

Hardware Configuration

If you are using Square hardware, whether it is configured correctly for your service style — counter service, table service, or a combination — and whether anything in the hardware setup is creating unnecessary friction

How it Works

Complete the Intake Form

Fill out the intake form after purchase. Tell us how long you have been open, your average monthly Square volume, which Square features you have active, what you think is broken, and a link to your online ordering page if you have one. That form is what I review before the call.

I Review Your Setup

I go through your Square account using a structured review checklist, reviewing your configuration, menu, online ordering, loyalty setup, and reporting. Most reviews are completed within 3 to 5 business days after we receive your completed intake form.

We Walk Through It Together

We get on a 30-minute screen share. I walk you through what I found, answer your questions, and hand you a written report with your action plan. You leave with a clear picture of exactly what to fix.

Why Non-Techie HQ?

We are a Square partner with hands-on experience setting up and troubleshooting Square for Restaurants for food-and-beverage businesses — cafés, coffee shops, fast-casual restaurants, food trucks, and more.

When we review your setup, we are not reading from Square’s documentation. We are reviewing the specific decisions made when your account was configured and comparing them with what actually supports smooth operations, accurate reporting, and real customer retention.

We also do not leave you dependent on us to make changes.

You leave the audit with a written report that tells you exactly what to do, explaining it clearly enough that you can make the fixes yourself or hand them off to someone else.

Let’s Get Started

Fill out the intake form to the right to get started. Once your form is submitted, we will confirm your booking, send your walkthrough call scheduling link, and begin the review.

Frequently Asked Questions

What Square products does this audit cover?

This audit covers Square for Restaurants, Square Online, Square Loyalty, and the core Square POS account. If you are using Square Appointments alongside your food business setup, that can be included in scope. .

Do I need to give you access to my Square account?

Yes, you will create a team member account to allow me to look at the internal aspects of your Square account to see what’s working and what’s not.

How long does the review take?

Most reviews are completed within 3 to 5 business days after we receive your completed intake form.

What if I want you to fix what you find?

If you want us to implement the changes after the audit, we can scope that as a separate project, or you may want to consider the Your Tech Partner retainer for ongoing support. Either way, you will know exactly what needs to happen before making that decision

Is this the same as a setup service?

No. The Square Setup for Food Businesses service builds your Square account from scratch or rebuilds it completely. This audit reviews your existing setup and identifies what is wrong. If the audit reveals that a full rebuild makes more sense than individual fixes, we will make that clear to you.

Ready to find out what your Square setup is actually costing you?

Fill out the intake form above, and we will be in touch within one business day.

Book Your Audit