+125% units YoYHQ-led decisions

BooXkeeping

Financial services

Software purchasing at BooXkeeping is controlled at the headquarters level by CEO Max Emma. The franchise mandates a specific operational tech stack including QuickBooks, Xero, and proprietary BooXkeeping systems. With only 10 total units, the addressable market for vendors is extremely small, making this a niche target for software sales.

Live signals

Total units
10
9 franchised
Unit growth YoY
+125%
vs prior filing
AUV
Item 19, 2025
Royalty
10%
of gross sales
Ad fund
2%
national + local
Initial fee
$50K
per unit
Investment range
$68K–$75K
all-in, Item 7
Procurement
Franchisor controlled
from the filing
Non-compete
1 years
from the filing
Item 19
Claims
unaudited

Mandated & recommended tech

The systems vendors compete with

5 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

BooXkeeping
Mandatory
AccountingItem 11

hise Agreement). The Brand Standards Manual contains detailed information on your rights and duties under the Franchise Agreement and the operating methods and requirements of the BooXkeeping System.

Emma
Mandatory
MarketingItem 11

onboarding, client response time, additional training in using BooXDesk, as well as basic training on QuickBooks Online and XERO accounting software. TOTAL 80 hours 0 Our CEO, Max Emma, currently supe

QuickBooks
Mandatory
AccountingItem 11

here is no requirement to have a “cash register” or “point of sale” system comparable to what retail businesses use to record their gross sales. Instead, you must use the specific QuickBooks Online ed

QuickBooks Online
Mandatory
AccountingItem 11

ution bringing together a bundle of Microsoft productivity tools with advanced data security and device management across multiple registered devices. c. A monthly subscription to QuickBooks Online, a

XeroXero Limited
Mandatory
AccountingItem 11

ess. technical training subjects (e.g., than five days. onboarding, client response time, additional training in using BooXDesk, as well as basic training on QuickBooks Online and XERO accounting soft

Intuit
AccountingItem 15

(www.aipb.org/ ) and National Association of Certified Public Bookkeepers (www.certifiedpublicbookkeeper.org/); maintain a QuickBooks ProAdvisor certification (https://quickbooks.intuit.com/accountant

The vendor opportunity at BooXkeeping

BooXkeeping is a financial services franchise headquartered in Nevada. The system is tiny, with only 10 total units reported in the 2025 FDD—9 of those are franchised and 1 is company-owned. For a software vendor, the total addressable market here is capped at 10 locations. Year-over-year unit growth was not disclosed, and no operators are mapped in our corpus. This is not a high-volume target, but it is a defined one with a clear, mandated tech stack.

Who controls software purchasing

The FDD lists a single executive: CEO Max Emma. In a system this small, purchasing authority is almost certainly centralized with him. There is no CIO, CTO, or VP of Technology named in the filing. Any vendor pitch should be directed at the CEO level, focusing on how a new tool integrates with or replaces the mandated systems already in place.

Mandated and current tech stack

BooXkeeping mandates a specific set of tools for its franchisees. The proprietary systems include BooXAccess, BooXDesk, the BooXkeeping Website, and a Network Portal. For accounting, the franchise mandates both QuickBooks and QuickBooks Online by Intuit, as well as Xero by Xero Limited. This is a rare case of a franchisor requiring two competing accounting platforms. The stack is entirely financial and operational; no CRM, POS, or marketing automation tools are named in the FDD.

Procurement, renewals, and timing

Item 8 procurement restrictions were not extracted in our corpus, so the exact supplier approval process is unknown. However, the explicit mandate of seven specific systems strongly implies a designated-supplier model for those categories. The initial franchise term is 10 years, and the FDD grants one 5-year renewal option, contingent on compliance and the franchisor still awarding new franchises in the territory. With no disclosed unit growth and a single renewal window, predictable contract-opening events are scarce.

How to read the BooXkeeping FDD

The 2025 Franchise Disclosure Document is the definitive source for vendor due diligence. It confirms the 10-unit footprint, the 10% royalty, and the full mandated tech stack. The document is filed with state franchise regulators and is available in the embedded viewer below. For software vendors, the key takeaway is a highly centralized, CEO-led buying process with a locked-in accounting stack—making displacement sales difficult but complementary tool pitches possible. For a ranked target list of franchise systems that match your ideal customer profile, talk to FranCloud.

Questions vendors ask

BooXkeeping, answered from the filing

CEO Max Emma is the named executive in the FDD. As the sole HQ leader on file, he is the most likely decision-maker for any enterprise software evaluation.
The FDD mandates BooXAccess, BooXDesk, the BooXkeeping Website, a Network Portal, QuickBooks, QuickBooks Online, and Xero. No traditional POS is specified.
There are 10 total units: 9 franchised and 1 company-owned. This is a very small, emerging franchise system.
The specific procurement restrictions from Item 8 were not extracted in our corpus. The FDD mandates specific software, suggesting a designated-supplier model for those systems.
The initial term is 10 years, with one 5-year renewal option. With no YoY growth data, renewal-driven churn is the only predictable window, but the system is very small.
The 2025 FDD is filed with state franchise regulators. You can read the full document in the embedded PDF viewer below.
Source

Read the filing itself

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BooXkeeping2025 FDDView only
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Operator footprint

Who runs the locations

6 operators run 6 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit6

Top states by locations

FL3
CA1
NV1
TX1

Related Financial services brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.