
Everything you'd expect, and the strategy most firms skip.

What's included
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Franchisee bookkeeping & multi-unit consolidated reporting
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Unit-level profitability & benchmarking against franchisor standards
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Franchise fee recognition under ASC 606
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Royalty, marketing fund & ad fee tracking and receivables
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Intercompany accounting across units and entities
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Sales tax, payroll and 1099 compliance across states
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Financial Disclosure Document (FDD) reporting support
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Audit readiness & lender/SBA financing packages

What you walk away with
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Unit-by-unit visibility into what's actually profitable
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Franchise revenue recognized correctly and defensibly
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Clean, audit- and FDD-ready financial reporting
Both. We support franchisees with unit-level accounting, tax and financing readiness, and franchisors with royalty tracking, ASC 606 franchise fee recognition and FDD-related reporting.
Yes. Multi-unit, multi-entity structures are routine for us — including intercompany due-to/due-from balances and consolidated reporting by unit, region and entity.
ASC 606 governs how revenue is recognized. Initial franchise fees generally can't be recognized all at once — they're recognized over the performance period. We implement the policies and schedules to do that correctly.
Yes. We prepare lender-ready financial packages, projections and supporting schedules commonly requested for franchise unit financing.

OUR SERVICES
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Accurate monthly books, clean financial statements and a reliable close process — so you always know where your business stands.
Business Tax Planning & Preparation
Proactive tax strategy combined with accurate preparation for individuals and businesses across the United States.
Business Formation & Compliance
Entity setup, registrations and ongoing compliance, so your business is structured correctly from day one and stays in good standing year after year.
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