
US Franchise CPA offers full-service accounting services for your franchise. We can customize the solution to fit your needs. We could do daily, weekly, monthly or quarterly accounting depending on the complexity and volume of transactions in your business. We can service franchisees nationwide, ensuring that distance and time are never a barrier to providing you exceptional service.
We have an easy to follow three step implementation process where decision making and control always rests with the franchise owner. We are there every step of the way to implement the accounting strategy and deliver timely and accurate financial reporting.
Initial Contact
CPA team will assess the client’s requirements, along with the expected deliverables
Proposal
Management team will provide the client, with a range of plan options
engagement
CPA team will draft an Engagement Letter outlining deliverables, timeline, responsibilities, and the proposed process map
The implementation process usually spans 1 to 3 weeks, depending on the complexity of the process and number of client meetings. This phase is crucial for the overall success of the engagement, and
US Franchise CPA team works closely with the Ownership team to ensure that the expectations are realistic and deliverable within a well-defined timeline.
Our experienced team is skilled at identifying and clarifying client expectations and deliverables, offering multiple options for the client to choose. For example, a startup franchisee uncertain about the accounting timeline might prefer a monthly schedule, while a well-established franchisee could opt for a daily or weekly schedule. The schedules are adaptable, flexible and can be either upgraded or downgraded at any time based on the client’s evolving needs.
Regardless of the option selected, each client is assigned a Personal Relationship Manager who will be serving as the main point of contact and liaise with the client regularly. We also have an established escalation protocol in place to address any unresolved issues or concerns. As a result, the client can be confident that every effort will be made to resolve the issue on a timely basis.
The US Franchise CPA team will, at regular intervals, arrange virtual meetings with the client to review the financial statements in detail, provide key insights, address client concerns, and suggest or take any required corrective actions.
