BooXkeeping

Note 1: You will pay continuing fees to us through a designated automated clearinghouse (“ACH”) system, which requires that you maintain a dedicated operating account with sufficient funds in the account at all times so that we may debit the entire sums due to us. In the case of the Royalty Fee and Brand Awareness Fee, which depend on your actual Gross Revenue per calendar month, you must use the specific QuickBooks Online edition that we license to you to record the Franchised Business’ transactions and Gross Revenue. As the subscription holder for all BooXAccess software applications, we have remote access to see your transaction activities, client data and Gross Revenue receipts in real time. This allows us to calculate the Royalty Fee and Brand Awareness Fee due to us for each accounting period (currently paid monthly on the 5th day of each calendar month during the Franchise Agreement term). Additionally, we may debit your operating account each month for the Technology Fee. We may also debit your operating account for the BPO Activation Fee and BPO Service Fee if you elect to outsource bookkeeping work to our designated BPO service provider and for any of the other continuing fees that we describe in Item 6. The terms of your agreement with your bank must include providing us with no less than 30 days’ written notice before you or the bank make any change to the operating account that would affect or limit our ability BooXkeeping Franchise, Inc. 02.19.2026 FDD

Under the terms of the Franchise Agreement, we own all “Client Data” that you acquire, collect and store relevant to the operation of your Franchised Business. The Franchise Agreement gives you a license to use this Client Data during the term of your Franchise Agreement. “Client Data” means any and all information that you obtain, collect, or maintain that relates to small business customers and prospective clients of the Franchised Business that you generate, whether in electronic, written or another format. You must use, maintain, and store Client Data consistent with the BooXkeeping privacy policies, which we articulate in the Brand Standards Manual or otherwise in writing. Because you must use BooXDesk and QuickBooks Online software applications, all Client Data that you generate or compile in operating your Franchised Business is immediately available to and known by us. Under the Franchise Agreement, each of us agree to treat Client Data for clients that you generate as “Confidential Information,” a term that identifies a broad class of information that gives either one or both of us an advantage over third party competitors because the information is not generally known to the public or readily ascertainable by others through proper means. You may not use Client Data for any purpose unrelated to the Franchised Business or make a market in or attempt to sell or license Client Data to third parties for any purpose.

Max Emma has more than 20 years of corporate accounting and bookkeeping experience including working for 4 years in the international accounting department of Qualcomm Incorporated in San Diego, California. Before founding our Affiliate, BooXkeeping Corporation, in 2013, Mr. Emma was the CEO of several services and construction companies in San Diego County, California. He has served as CEO of our Affiliate since its incorporation during which time he has 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 honors from San Diego State University with a Bachelor of Science degree in Finance and is a member of several professional organizations, including ProVisors, a nationwide business networking and referral organization (also acting as a Group Leader for the organization).Max Emma became a Certified Franchise Executive in 2022.

We have the absolute right to control all social media on behalf of all Network Members. If we approve your request to engage in social media, you 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, Instagram, LinkedIn, and other social media websites. You may not maintain a separate website for the Franchised Business. We will issue you your own email address that uses the BooXkeeping Website domain. We allow Conversion Franchisees 30 days after they execute the Franchise Agreement to shut down any website for their prior bookkeeping business and redirect Internet traffic to the separate subpage we set up for you on the BooXkeeping Website.

We have the absolute right to control all social media on behalf of all Network Members. If we approve your request to engage in social media, you 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, Instagram, LinkedIn, and other social media websites. You may not maintain a separate website for the Franchised Business. We will issue you your own email address that uses the BooXkeeping Website domain. We allow Conversion Franchisees 30 days after they execute the Franchise Agreement to shut down any website for their prior bookkeeping business and redirect Internet traffic to the separate subpage we set up for you on the BooXkeeping Website.

Additional Funds also includes costs that you will incur during the initial period to fulfill the following Franchise Agreement requirements: membership dues in the American Institute of Professional Bookkeepers (www.aipb.org/) and National Association of Certified Public Bookkeepers (www.certifiedpublicbookkeeper.org/); obtaining an QuickBooks ProAdvisor certification (https://quickbooks.intuit.com/accountants/training-certification/certifications/); and membership dues in one local business networking professional group and a Chamber of Commerce organization that meets in your Territory. The low estimate for a Conversion Franchisee assumes zero expenses because the Conversion Franchisee already belongs to these organizations and has the QuickBooks ProAdvisor certification.

We have the absolute right to control all social media on behalf of all Network Members. If we approve your request to engage in social media, you 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, Instagram, LinkedIn, and other social media websites. You may not maintain a separate website for the Franchised Business. We will issue you your own email address that uses the BooXkeeping Website domain. We allow Conversion Franchisees 30 days after they execute the Franchise Agreement to shut down any website for their prior bookkeeping business and redirect Internet traffic to the separate subpage we set up for you on the BooXkeeping Website.

We have the absolute right to control all social media on behalf of all Network Members. If we approve your request to engage in social media, you 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, Instagram, LinkedIn, and other social media websites. You may not maintain a separate website for the Franchised Business. We will issue you your own email address that uses the BooXkeeping Website domain. We allow Conversion Franchisees 30 days after they execute the Franchise Agreement to shut down any website for their prior bookkeeping business and redirect Internet traffic to the separate subpage we set up for you on the BooXkeeping Website.

BooXkeeping Franchise, Inc. 02.19.2026 FDD 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 charts of accounts and reports • Payroll reporting (through 3rd party) • Sales tax reporting • IRS Form 1099 preparation and filing