BooXkeeping
Mandatorya “Conversion Franchisee” or “Accounting Firm” (see Item 1), we reduce the Initial Franchise Fee to $ 30,000. This sum is payable in full when you execute the Franchise Agreement. BooXkeeping Franchis
From the filings
+125% units YoYHQ-led decisions
BooXkeeping
Financial servicesSoftware 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.
For software vendors selling into US franchise brands.
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
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing, before rent, labour or any technology fee.
12%of gross sales (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
3 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.
QuickBooks
Mandatoryhere 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
Mandatoryution 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
Emma
s created and refined the distinctive attributes of the BooXkeeping System that bring a disciplined approach to accounting and bookkeeping practices for small business owners. Mr. Emma graduated with
Facebook
ive us “administrator rights” with respect to any social media channel account that you open and in which you plan to conduct Local Marketing. This includes activities on Twitter, Facebook, Instagram,
Instagram
ministrator rights” with respect to any social media channel account that you open and in which you plan to conduct Local Marketing. This includes activities on Twitter, Facebook, Instagram, LinkedIn,
Intuit
(www.aipb.org/ ) and National Association of Certified Public Bookkeepers (www.certifiedpublicbookkeeper.org/); maintain a QuickBooks ProAdvisor certification (https://quickbooks.intuit.com/accountant
LinkedIn
rights” with respect to any social media channel account that you open and in which you plan to conduct Local Marketing. This includes activities on Twitter, Facebook, Instagram, LinkedIn, and other s
Twitter
ou must give us “administrator rights” with respect to any social media channel account that you open and in which you plan to conduct Local Marketing. This includes activities on Twitter, Facebook, I
Xero
D 5 • Vendor bill entry and payment • Invoicing and billing • Accounting software set-up and training in common “off the shelf” software applications, such as QuickBooks Online or XERO • Customized ch
Franchisor behaviours
What the franchisor requires
12 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 16 questions the text does not settle, which is not a no.
Accounting
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
Franchisee shall prepare and submit to Company by the 20th day of each Calendar Month a financial report showing the results of operation of the Franchised Business for the prior Calendar Month, including a profit and loss statement and balance sheet, and cumulative information for the Calendar Year-to-date, together…
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may impose new mandatory requirements or designate new mandatory vendors during the term of the Franchise Agreement and will allow you a reasonable amount of time after giving you written notice of the change in which to adopt the new mandatory requirement at your expense.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon termination or expiration of this Agreement, Company may shut down and disable all email addresses for Franchisee and its employees and independent contractors that include Company’s Intellectual Property Rights in the domain name; cancel or reassign the phone number assigned to Franchisee; and disable all…
Franchise management
Must the franchisee participate in a customer-satisfaction or net-promoter survey program?
YesFranchise agreement
Franchisee shall additionally participate in system-wide marketing programs identified by Company, including loyalty card programs, social media programs, client and marketing surveys and direct marketing programs.
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
In addition to Company’s audit rights described in this Agreement, Franchisee expressly authorizes Company and its representatives, at any reasonable time, without prior notice, to observe Franchisee’s and its employees’ methods of interactions with clients in order to verify Franchisee’s compliance with this…
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 17
We may modify the Brand Standards Manual unilaterally, but no modification of the Brand Standards Manual will materially and adversely change your or our rights and duties under the Franchise Agreement.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
We will assume that you will operate the Franchised Business and perform administrative duties for the Franchised Business from your primary residence unless you obtain our prior written approval to operate the Franchised Business from business premises outside of your primary residence.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesFranchise agreement
Franchisee may not maintain its own website promoting the Franchised Business or use the Licensed Marks in any domain name.
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
Franchisee shall additionally participate in system-wide marketing programs identified by Company, including loyalty card programs, social media programs, client and marketing surveys and direct marketing programs.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesFranchise agreement
Company and its representatives shall have full access to examine, audit and copy Franchisee’s business records relating to the Franchised Business, including Franchisee’s federal and state income tax returns and sales tax returns, bank statements (including deposit slips and canceled checks for bank accounts that…
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
In delivering Authorized Services, you must use the software and other business tools that we make available to Network Members through BooXAccess, which includes BooXDesk, our proprietary cloud- based client management software.
Training
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Franchisee’s designated Franchise Operator and, if different, Franchisee’s designated Primary Owner must attend the annual conference.
The filing answers no to 6 questions
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Is a minimum grand opening advertising spend required?Item 11
- Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Item 11
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Must equipment be purchased from designated or approved suppliers?Item 8
- Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?Item 11
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
Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.
View only A one-time purchase: the original filing, yours to keep.
FDD alert
Tell me when this brand refiles.
We’ll email you the moment BooXkeeping files a new annual FDD, usually the freshest signal of a vendor change.
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
| FL | 3 |
|---|---|
| CA | 1 |
| NV | 1 |
| TX | 1 |
Related Financial services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.