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For Franchisees, Franchisors, and Multi-Entity Businesses

Running a multi-location business without financial chaos? Sounds like a dream, right? We make it a reality.

NeatBooks steps in as your embedded finance team, keeping your books spotless, your reports accurate, and your compliance worries at bay.

What We Bring to the Table (Besides Spreadsheets):

Full-Service Accounting

Your numbers, handled. Everything from reconciliations to financial reporting - tailored for multi-entity businesses.

Controller-Level Oversight

We help you find the hidden leaks in profitability, track cash flow like a hawk, and ensure your business stays healthy.

Tech-Driven Efficiency

We integrate with QuickBooks Online™, Bill.com, Toast, Square and Lightspeed. Less manual work, more accuracy

Payroll & Tax Compliance

Because payroll mistakes can turn into expensive nightmares. We keep you compliant.

Data-Driven Decision Making

We help you spot the rockstar locations (and the ones that need a little TLC) with benchmarking and forecasting.
Foundation Prosperity Package
Frequency: Annually
Perfect for investors
Keep your records tax-ready with annual adjustments and financial statements designed for smart investment decisions. Ideal for those who need reliable financial reporting and compliance without the burden of daily bookkeeping.
  • Cash basis bookkeeping
  • Virtual bookkeeping
  • Loan reconciliations
  • Annual adjustments for tax purposes
  • Financial statements for tax preparation
  • Up to two accounts (bank/cc)
  • 7-10 day response time via email
Elevate Essentials Package
Frequency: Quarterly
Perfect for start-up or solopreneurs
Stay focused on business growth while we handle your books with quarterly bookkeeping, financial reports, and bi-annual reviews. Perfect for startups and solopreneurs who want financial clarity without managing accounting complexities.
  • Virtual bookkeeping
  • Cash basis bookkeeping
  • 5 -7 day response time via email
  • Annual contract
  • 3 months of payments due start of each quarter
  • Up to four linked accounts (bank and/or credit cards)
  • Management reports
  • Financial statements for tax preparation
  • Bank and credit card transaction imports and reconciliations
  • Bi-annual review meetings (Mid year - Year End)
Strategic Prosperity Package
Frequency: Monthly
Perfect for growing businesses
Keep your financials organized with monthly bookkeeping, accrual adjustments, and automated reports for real-time insights. Designed for growing businesses that need expert guidance to make informed, data-driven decisions.
  • Virtual bookkeeping
  • Cash basis
  • 48hrs response via email
  • Annual contract
  • Monthly accrual adjustments
  • Quarterly review meetings
  • Bank and credit card transaction imports and reconciliations
  • Up to six linked accounts (bank and/or credit cards)
  • Automated suite of reports (if requested)
  • Automated uncategorized transactions request
  • Financial statements for tax preparation
Enterprise Prosperity Package
Frequency: Weekly
Perfect for franchisees/ franchisors / restaurants / manufacturers / construction / multi-entities
Operate with confidence and peace of mind using high-level accounting support, including weekly bookkeeping, automated financial processes, and advanced reporting. Ideal for complex businesses that require proactive financial oversight and streamlined operations.
  • Virtual accounting
  • Accrual basis
  • Automated accounts payables
  • Automated accounts receivables
  • Automated suite of reports
  • Automated uncategorized transactions request
  • Cost allocation and reporting
  • Advanced revenue recognition
  • Dedicated slack channel
  • Daily registers reconciliation
  • Unlimited bank and credit card accounts
  • Dedicated and automated reports suite
  • Monthly reviews and reporting
  • Payroll reconciliation
  • Financial statements for tax preparation
  • Accountant on file (we respond to external requests)
  • Sales tax
We work as an extension of your business by handling your accounting needs and keeping your finances in order.
Services

Accounting and Controller Services
Tax Planning and Preparation
Business Advisory

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Budget Buddy
The purpose of a budget is to provide a financial roadmap that helps individuals or businesses plan, control, and manage their income and expenses.

Financial confusion? Not on our watch.

At NeatBooks, we know you want to focus on growing your business without the stress of messy books, missed deadlines, or worrying if you’re leaving money on the table. The problem is, financial complexity and unreliable support from previous accountants can leave you feeling stuck, overwhelmed, and vulnerable to costly mistakes.

It doesn’t have to be this way! Every entrepreneur deserves a financial partner who simplifies the chaos, provides proactive guidance, and empowers them to make confident decisions.

With over 300 businesses transformed and a team that speaks your language (no jargon, just straight talk), NeatBooks combines expert financial strategies with a personal touch. We’re here to turn complexity into clarity and help you ProsperNeatly™.

Here’s how we do it:

Step 1: Schedule a Discovery Call - Let’s understand if we are a good fit, first. Then, we’ll move
into an assessment of where you are and what actions we need to take together to help you gain
clarity and financial organization.

Step 2: Strategize & Optimize - Together, we build a plan customized for your business and
your goals, and we execute.

Step 3: ProsperNeatly™ - You gain the confidence that comes with having a reliable, competent
partner managing the financial side of your business.

Let’s get started by scheduling a Discovery Call today. In 15 minutes, you’ll know how we can impact your business.

In the meantime, we invite you to download any of our free resources that have been built to support entrepreneurs in the food service, construction, and real estate development and investment spaces

Budget Buddy