🚀 Growth Tier
🏢Franchisor Growth & Scale Tier
🚀 Growth Tier
Best fit for multi-unit owners who want clean financials, cash visibility, and strategic clarity.
This tier builds the financial backbone of your business — providing clean books, consistent reporting, and the insights needed to make confident growth decisions.
Includes:
✓ Monthly financial close and reconciliations
✓ Clean financial statements (P&L, Balance Sheet, Cash Flow)
✓ 13-week cash forecast
✓ Budget vs. actual tracking (budget provided by you)
✓ Multi-unit rollup reporting
✓ 30-minute monthly CFO strategy call
✓ Email support (48-hour response)
📍 Starts at $2,000/month*
* Advisory-only option available for groups with in-house bookkeeping.
📊 Scale Tier
🏢Franchisor Growth & Scale Tier
🚀 Growth Tier
Designed for growing franchise groups ready for expansion, funding, or investor discussions — with CFO-level reporting and decision support that scales with your portfolio.
This tier delivers the high-level visibility and financial modeling that lenders, investors, and strategic partners expect — while giving you CFO-level decision support without the full-time cost.
Includes everything in Growth, plus:
✓ Budget creation and ongoing reforecasting
✓ Investor & lender-ready reporting packages
✓ Growth scenario planning (new units, leases, staffing models)
✓ Priority CFO access via email and on-demand calls
📍 Starts at $4,000/month*
* Advisory-only option available for groups with in-house bookkeeping.
🏢Franchisor Growth & Scale Tier
🏢Franchisor Growth & Scale Tier
🏢Franchisor Growth & Scale Tier
For emerging and growth-stage franchisors ready to strengthen their financial foundation — from FDD modeling and franchisee reporting to multi-entity management and investor readiness.
Includes support for:
✓ Item 19 financial modeling & royalty structure design
✓ Franchisee reporting templates and KPI dashboards
✓ Multi-entity reporting & consolidation setup
✓ Financial Tech stack setup
✓ Annual audit prep, FDD updates, and tax coordination
✓ Investor & lender-ready financials
✓ Strategic finance guidance as your brand scales
📍 Starts at $5,000/month*
* Advisory-only option available for franchisors with in-house bookkeeping.
