Keep your franchise books current without managing every transaction, reconciliation, and monthly report yourself.
Free 30-minute consultation. No obligation.
Delivered on a set schedule
Bank & credit card accounts
What’s Included
We organize available POS and sales information so revenue, refunds, discounts, fees, and related activity are recorded consistently.
Bank and credit card transactions are assigned to the appropriate accounts based on your franchise operations and chart of accounts.
We reconcile bank and credit card accounts to identify missing, duplicated, or incorrectly recorded transactions before reports are prepared.
Your team reviews account activity, balances, reconciliations, and missing information as part of a consistent month-end process.
Receive the reports included in your service agreement, such as profit and loss statements, balance sheets, and agreed location-level reports.
Work with a consistent BeanSquad team that understands your franchise, systems, and recurring bookkeeping requirements.
Every Stage
Get a dependable monthly bookkeeping process without hiring a full-time internal bookkeeper.
Keep each location's financial activity separate while maintaining a consistent bookkeeping structure across the business.
We learn about your franchise concept, locations, financial systems, reporting needs, and current bookkeeping challenges.
Your onboarding team reviews the accounts, systems, records, and access needed to establish your bookkeeping process.
Your dedicated team completes the categorization, reconciliations, month-end work, and other tasks included in your service.
You receive your agreed financial reports and have a consistent team available to answer questions about your books.
Know which periods are complete and whether your main financial accounts have been reconciled.
Receive financial reports that follow a clear and repeatable monthly structure.
Review financial activity by unit when location-level reporting is included in your service.
Spend less time categorizing transactions, reviewing statements, and searching for missing information.
BeanSquad's services are designed around franchise account structures, financial systems, fees, and reporting requirements.
Each engagement follows an organized workflow for recurring bookkeeping, reconciliations, month-end review, and reporting.
You receive a dedicated account manager and a team that becomes familiar with your business and bookkeeping needs.
Your bookkeeping structure can adapt as you add locations, entities, accounts, and financial systems.
Use the BeanSquad client portal and mobile app to access available financial information and communicate with your team.
Verified Experience
30+
500+
1
24/7
Services may include transaction categorization, bank and credit card reconciliations, POS sales recording, month-end bookkeeping, and monthly financial reports. Your final package depends on your locations, systems, transaction volume, and reporting needs.
Yes. BeanSquad supports both single-unit franchisees and multi-location operators. The bookkeeping setup is adjusted to your number of locations, financial accounts, and reporting requirements.
Yes. BeanSquad can review your franchisor’s chart of accounts and reporting format during onboarding and build those requirements into your bookkeeping process.
BeanSquad reviews your POS, accounting platform, bank accounts, credit cards, and payroll systems before onboarding. Available integrations and access requirements are confirmed during the setup process.
BeanSquad can review incomplete bookkeeping periods and identify the work needed before recurring monthly bookkeeping begins. Cleanup availability and scope depend on the condition of your records.
Pricing depends on your locations, transaction volume, accounts, systems, reporting needs, and the current condition of your books. Schedule a free consultation to receive a service recommendation.
No obligation. No pressure. Just a clear conversation about your bookkeeping needs.
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