The Franchisee Business Kit

After the payment of the Franchise fee and the Franchise is approved, franchisees receive all of the following tools to enable them to begin immediately signing-up truckers for their bookkeeping and tax reporting services.

• Complete Marketing and Sales Plan.

• Service Sales Presentation and copies of all applicable sample reports and forms.

• Operating procedure Manual including detailed business setup procedures and structure recommendation: 

  • Client setup procedures system manual.

  • Copy of the Billing and Receivable management software.

  • Camera ready/Printer ready forms for use in client data capture if applicable. 

  • Sample quantity of client information and service setup forms and instructions;

  • Data management process plan for managing the security of clients' documents and data;

  • Client billing and invoicing software and receivables management system.

  • Printer Ready copy of all applicable service delivery forms and business card.

• Checklists for managing client documents and flow system to and from your clients.

• Secure user-name and password for web access uploading of scanned documents for processing and for download client ready financial reports each quarter.

For more information, call us and request a copy of the franchise offering circular.

call 905-477-7773