8. Throughout the term of your Franchise Agreement we require you to use a standard chart of accounts, income statement and balance sheet format, and require that you generate monthly reports. We also require you to use a specific accounting software and give us access to your books, and may require you to participate in benchmarking programs and share data with us. Currently, the designated accounting program is QuickBooks and we will designate a required financial reporting software, though the software you will be required to use may change during the term of your Franchise Agreement. You are also required use the bookkeeping firm UniFi (Correll Accounting Inc.) to provide you with bookkeeping services. It will be up to you to maintain your books and to do your accounting. You must also keep business records in the format required by us and must provide us with reports as set forth in the Operations Manual.
From the filings
CareDiem
Health servicesExplore franchise filing facts for CareDiem.
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Live signals
Ordinary royalty terms
Complete royalty terms unconfirmed
Complete royalty terms are not confirmed for the selected filing.
Recorded percentage components
These are recorded percentage components. Each has its own base and conditions; the chart does not state the total payment or confirm ad-fund completeness.
1recorded components (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
3 technology requirements are recorded in this filing. A required choice lists alternatives for one obligation. Read each cited clause for its conditions.
36 Multistate FDD 5/2026 4938-3550-0463, v. 3 The Technology and Platform Fee is currently $750-900 per month, but it is subject to change. Currently, the Technology Fee will cover your license for QuickBooks Online and the designated reporting software, as well as benchmarking and compliance support technology. In addition to the Technology Fee, we estimate that your monthly software-related expenses will be about $730.
You must obtain and use the computer system which we require from time to time. You must have a computer and a printer at your office and have a high-speed internet connection. You must use QuickBooks Online for your accounting, and we will designate a required financial reporting system software for reporting, and WellSky for your business management/CRM. The required financial reporting software is used for reporting to us, to develop reports, and to share information for benchmarking purposes. WellSky allows you to manage client acquisition, caregiver recruitment and scheduling, ongoing client management, including scheduling, access training for staff and caregivers, marketing tools, and reports. If we require you to use a specific system, you will have to use that point-of-sale system. There may be other hardware and software and software tools that we require you to use for the operation of your Franchised Business.
We will maintain a website for the System, and you may not maintain your own website for your Franchised Business. We will, however, provide you with a subpage on the System website. Developing the initial subpage is part of the digital marketing support we provide you with in connection with marketing of the opening of your Franchised Business. We encourage you to develop a local presence through social media. While we will own the social media accounts, you will have administrative access to the accounts for your Franchised Business and be able to post to the accounts and manage them. Any online or digital presence, such as social media (for example Facebook, Instagram, X/Twitter, and YouTube) and mobile applications, is subject to our social media policy and our general requirements about marketing and advertising. The social media policy (which is part of the Operations Manual) will include provisions about content and design, but also management of your accounts, and may require that we are either the owners of those accounts, or have co-administrative rights to the accounts.
(4) Marketing Launch Package. You must spend not less than $8,000 to $12,000 toward the marketing and promotion of the launch of your CareDiem Home Care Business. You will pay this fee to our designated provider. This sum includes a payment to our marketing launch package vendor for web search engine optimization, social creation, and program management services; an expense for Google ads, Facebook ads, and geofencing; an expense towards a marketing launch package video; and additional spend on the start-up marketing of your Franchised Business.
(4) Marketing Launch Package. You must spend not less than $8,000 to $12,000 toward the marketing and promotion of the launch of your CareDiem Home Care Business. You will pay this fee to our designated provider. This sum includes a payment to our marketing launch package vendor for web search engine optimization, social creation, and program management services; an expense for Google ads, Facebook ads, and geofencing; an expense towards a marketing launch package video; and additional spend on the start-up marketing of your Franchised Business.
We will maintain a website for the System, and you may not maintain your own website for your Franchised Business. We will, however, provide you with a subpage on the System website. Developing the initial subpage is part of the digital marketing support we provide you with in connection with marketing of the opening of your Franchised Business. We encourage you to develop a local presence through social media. While we will own the social media accounts, you will have administrative access to the accounts for your Franchised Business and be able to post to the accounts and manage them. Any online or digital presence, such as social media (for example Facebook, Instagram, X/Twitter, and YouTube) and mobile applications, is subject to our social media policy and our general requirements about marketing and advertising. The social media policy (which is part of the Operations Manual) will include provisions about content and design, but also management of your accounts, and may require that we are either the owners of those accounts, or have co-administrative rights to the accounts.
We will maintain a website for the System, and you may not maintain your own website for your Franchised Business. We will, however, provide you with a subpage on the System website. Developing the initial subpage is part of the digital marketing support we provide you with in connection with marketing of the opening of your Franchised Business. We encourage you to develop a local presence through social media. While we will own the social media accounts, you will have administrative access to the accounts for your Franchised Business and be able to post to the accounts and manage them. Any online or digital presence, such as social media (for example Facebook, Instagram, X/Twitter, and YouTube) and mobile applications, is subject to our social media policy and our general requirements about marketing and advertising. The social media policy (which is part of the Operations Manual) will include provisions about content and design, but also management of your accounts, and may require that we are either the owners of those accounts, or have co-administrative rights to the accounts.
We will maintain a website for the System, and you may not maintain your own website for your Franchised Business. We will, however, provide you with a subpage on the System website. Developing the initial subpage is part of the digital marketing support we provide you with in connection with marketing of the opening of your Franchised Business. We encourage you to develop a local presence through social media. While we will own the social media accounts, you will have administrative access to the accounts for your Franchised Business and be able to post to the accounts and manage them. Any online or digital presence, such as social media (for example Facebook, Instagram, X/Twitter, and YouTube) and mobile applications, is subject to our social media policy and our general requirements about marketing and advertising. The social media policy (which is part of the Operations Manual) will include provisions about content and design, but also management of your accounts, and may require that we are either the owners of those accounts, or have co-administrative rights to the accounts.
Franchisor behaviours
What the franchisor requires
19 requirements the franchisor states in this filing, each in its own words; 5 explicit no's; 10 questions the text does not settle, which is not a no.
Accounting
Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?
YesItem 8
You are required to use UniFi (Correll Accounting, Inc.) for your bookkeeping.
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We have the right to obtain independent access to all of the data on your computer, including but not limited to financial, operating, and key metric data.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesItem 11
Throughout the term of your Franchise Agreement we require you to use a standard chart of accounts, income statement and balance sheet format, and require that you generate monthly reports.
How the franchisor buys
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
You must use the technology systems, platforms, and tools that we designate from time to time, including systems for operations, scheduling, reporting, compliance, and financial management.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
We did not receive any rebates from approved vendors based on franchisee purchases made in 2025 and neither we, nor our affiliates had any revenue from required purchases or leases of products or services by franchisees.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
48Item 8
We estimate that 33% of your initial purchases, and about 48% of ongoing purchases of products and services will be purchased either from us, our affiliates, our designees, suppliers approved by us, or under our specifications.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
In each case we may charge a fee for the review.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
The same applies if you wish to purchase a product or service from an alternative supplier than the supplier we have approved for a product or service.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesItem 17
Franchisee’s §15.1 Cease operating the Location; discontinue use of obligations on the Marks and advertising; complete de- termination/non- identification as our Franchisee; transfer renewal telephone numbers and social media accounts to us; deliver all materials and documents for the Location to us; modification and…
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesItem 11
You must comply with the Payment Card Industry Data Security Standard (commonly known as “PCI Compliance” or “PCI-DSS”).
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
4. Conduct inspections of your Franchised Business and financial records, conduct evaluations of the products and services provided by your Franchised Business, and conduct interviews with your employees, agents and customers, directly, or through mystery shoppers, all as we may deem advisable.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
Any office space you use (including the initial home office) must first be approved by us.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
We will maintain a website for the System, and you may not maintain your own website for your Franchised Business.
Is a minimum grand opening advertising spend required?
YesItem 6
You must spend not less than $8,000 to $12,000 toward the marketing and promotion of the launch of your CareDiem Home Care Business.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 6
You are required to spend a minimum amount every month on local advertising.
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
Unless other collection procedures and time frames are stated specifically for a fee, it is collected by us on a monthly basis, by via automatic electronic funds transfer (ACH) from your designated bank account and are fully earned when paid and are non-refundable, unless otherwise expressly stated.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We have the right to obtain independent access to all of the data on your computer, including but not limited to financial, operating, and key metric data.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 11
You must use QuickBooks Online for your accounting, and we will designate a required financial reporting system software for reporting, and WellSky for your business management/CRM.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
We may charge a reasonable fee for attending these training programs, intended to off-set our cost of the programs.
The filing answers no to 5 questions
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Is there a franchisee advisory council, association or committee?Item 11
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
- Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
- Is attendance at an annual convention or conference mandatory for the franchisee?Item 11
Ordinary royalty terms
Complete royalty terms are not confirmed.
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