Accounting Packages Built for Franchise Growth
Managing finances across multiple locations shouldn’t slow you down. Our accounting packages are designed for busy franchise operators who want predictable costs, personal support, and a team that understands the demands of multi-unit businesses. Choose the right fit and keep your focus where it matters most.
Choose The Accounting Package That Fits Your Business Best
We offer four packages. Each package is designed to match where you are in your franchise journey. All plans come with transparent pricing and dependable support, so you can focus on growth while we handle the numbers.
Click on any package name below to see what’s included.
Basic Monthly Accounting Services
Starts at
$99
per month/store
Clarity
And Consistency
For single-unit or emerging franchise owners who need accurate, monthly bookkeeping and financial reporting to stay organized and compliant.
Cash Basis Accounting
Core Financial Management Services
Starts at
$225
per month/store
Reliable reporting.
Hassle-free reconciliation.
For growing businesses that need reliable financial reporting and regular reconciliation. Especially recommended for franchise owners who primarily track POS to drive their business.
Cash Basis Accounting
Enhanced Financial Oversight Services
-
List Item #3
Starts at
$300
per month/store
Turn your
numbers into insights.
Designed for multi-location operators and scaling brands that need deeper financial clarity and more advanced reporting. Get a dedicated partner to help streamline accounting and surface key business trends.
Accrual Basis Accounting
Custom Financial Leadership Services
Request A
Quote
From financial clarity to operational mastery.
Tailored for high-volume, multi-unit businesses ready to go beyond closing the books. This fully customized package supports operational optimization, custom reporting, and strategic insights—without hiring in-house.
Accrual Basis Accounting
PACKAGE: BASIC MONTHLY ACCOUNTING SERVICES
Details:
- Standard bookkeeping and reconciliation
- Interactive, insightful, actionable reports available on monthly basis
- Preferred pricing for Franchise Partners
Data Entry Tasks
- Sales Data Entered – Monthly
Setup
- Chart of Accounts Conversion
- Consolidation of Stores (if applicable)
Reporting
- Interactive monthly financial reports
- Insights aligned with franchisor needs
Monthly Bookkeeping & Reconciliation
- Record All Bank Transactions
- Credit Card Transactions
- Bank Reconciliation
- Sales Tax Prepared (Client Responsible for Filing and Payment)
- Month-End Inventory Recorded (Client Provided)
- Depreciation / Amortization Recorded (Client Provided)
- General Ledger Review
PACKAGE: CORE FINANCIAL MANAGEMENT SERVICES
Details:
- Everything in Basic Monthly Accounting, plus:
- Hi-touch and hi-tech accounting services
- Monthly review with an experienced account manager
Data Entry Tasks
- Sales Data Entered – Weekly
- Import Payroll Data – Per Pay Period
Setup
- Chart of Accounts Conversion
- Consolidation of Stores (if applicable)
Reporting
- Month-End Financial Reports: Profit & Loss, Balance Sheet
Monthly Bookkeeping & Reconciliation
- Record All Bank Transactions
- Credit Card Deposit Reconciliation
- Bank Reconciliation
- Sales Tax Prepared (Client Responsible for Filing and Payment)
- Month-End Inventory Recorded (Client Provided)
- Depreciation / Amortization Recorded (Client Provided)
- Inter Company / Store Reconciliation (Multi-Unit Only)
- General Ledger Review
PACKAGE: ENHANCED FINANCIAL OVERSIGHT SERVICES
Details:
- Everything in Core Financial Management, plus:
- Dashboards, aging reports, and expense tracking
- Continual process improvement driven by "How can we do this better?"
- Trusted advice, guidance and solutions for difficult issues
Data Entry Tasks
- Sales Data Entered – Weekly
- Import Payroll Data – Per Pay Period
Setup
- Chart of Accounts Conversion
- Consolidation of Stores (if applicable)
Reporting
- Accounts Payable Aging – Monthly
- Accounts Receivable Aging – Monthly
- Weekly & Monthly Dashboards
- Month-End Financial Reports: Profit & Loss, Balance Sheet
Monthly Bookkeeping & Reconciliation
- Record All Bank Transactions
- Credit Card Deposit Reconciliation
- Credit Card Statement Reconciliation
- Bank Reconciliation
- Gift Card Sold / Redeemed Reconciliation
- Inter Company / Store Reconciliation (Multi-Unit Only)
- Royalty Reconciliation
- Month-End Inventory Recorded (Client Provided)
- Month-End Expenses Accrued – As Needed
- Depreciation / Amortization Recorded (Client Provided)
- Purchase Invoices Recorded (Up to 25 Invoices)
- Sales Tax Prepared (Client Responsible for Filing and Payment)
- General Ledger Review
PACKAGE: CUSTOM FINANCIAL LEADERSHIP SERVICES
Details:
- Everything in Enhanced Financial Oversight, plus:
- Operational dashboards & configurable reports
- Process improvement insights
- Designed around your needs
Weekly / Monthly Tasks
- Sales Data Entered – Weekly
- Import Payroll Data – Per Pay Period
- Weekly Operations Reports – COGS
Setup
- Chart of Accounts Conversion
- Consolidation of Stores (if applicable)
Reporting
- Accounts Payable Aging – Monthly
- Accounts Receivable Aging – Monthly
- Weekly & Monthly Dashboards
- Month-End Financial Reports: Profit & Loss, Balance Sheet
- 5 Configurable Financial Reports (Optional, Client-Requested)
Monthly Bookkeeping & Reconciliation
- Record All Bank Transactions
- Credit Card Deposit Reconciliation
- Credit Card Statement Reconciliation
- Bank Reconciliation
- Gift Card Sold / Redeemed Reconciliation
- Inter Company / Store Reconciliation (Multi-Unit Only)
- Royalty Reconciliation
- Month-End Inventory Recorded (Client Provided)
- Month-End Expenses Accrued – As Needed
- Depreciation / Amortization Recorded (Client Provided)
- Purchase Invoices Recorded (Up to 25 Invoices)
Add-Ons
Enhance your accounting package with add-ons tailored to your specific needs.
Prices subject to scope
Financial Management
- Bill Pay
- Payroll Services
- Backlog Work / Catch Up
- Cash Flow Forecasting
Reporting & Analysis
- Budgeting and Benchmarking
- Custom Dashboard – Monthly & Weekly
- Analysis of Your Chart of Account
Automation Solutions
- Automation Services
- Custom Bots — Build it. Rent it. Buy it.
- Analytics, Integrations & Everything In Between
Process Advisory
- Process Audits and Recommendations to Streamline
- Process Simplifications
Find the Perfect Package for Your Business
If you’re unsure which package fits your needs or want a tailored solution, we’re here to help. Book a free consultation to discuss your goals and challenges, and we’ll work with you to create a plan that supports your growth and simplifies your accounting.