QuickBooksIntuit
Mandatoryng to our formats. To facilitate your reporting to us and other communications, you must maintain certain systems in operating the Franchised Business. We require that you use (i) QuickBooks for your
From the filings
HQ-led decisions
HRBOOSTHRBoost US Franchising
Professional servicesSoftware purchasing at HRBOOSTHRBoost US Franchising flows through a tight HQ team led by Systems Director Shenise Cook, with oversight from Managing Director Sandy Moran and Chief Empowerment Officer C. Nicole Martin. The system runs on a mandated trio of QuickBooks, SHRM Toolkit, and Zoho One. With a single company-owned unit generating an AUV of $701,713, the addressable market today is one location—but the 2025 FDD signals renewal paths that could expand that footprint over time.
For software vendors selling into US franchise brands.
Live signals
Total units
1
0 franchised
Unit growth YoY
—
vs prior filing
AUV
$702K
Item 19, 2025
Royalty
7%
of gross sales
Ad fund
0.5%
national + local
Initial fee
$48K
per unit
Investment range
$136K–$195K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
3 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.
7.5%of gross sales (FY2025)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 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.
Franchisor behaviours
What the franchisor requires
30 requirements the franchisor states in this filing, each in its own words; 1 explicit no; 3 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 11
We require that you use (i) QuickBooks for your bookkeeping and accounting, which our Affiliate has used since July 2010 and which costs an estimated $250 to $1,000 to set up initially and approximately $50 per month on an ongoing basis per license and we estimate you will need 1-2 licenses, (ii) ZoHo One for your…
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesFranchise agreement
The Company shall have full access to all of Franchisee’s data, system and related information by means of direct access whether in person or by telephone/modem or other electronic means.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
The Franchisee shall furnish to the Company the following reports among others: (i) for the first through fifteenth day of each month, by the nineteenth day after the beginning of the month, a telephonic or other electronic report (as the Company designates) of the Gross Sales of the Franchised Business for the…
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
Except where we or our Affiliate, HRBoost, LLC, is a required or approved supplier, there is no supplier in which an officer of ours currently owns an interest.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We may revoke our approval of a supplier at any time for any reason.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
We did not derive any revenue or other material consideration from your required purchases or leases in 2024.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesFranchise agreement
Franchisee acknowledges that Company reserves the right, without accountability to Franchisee, to receive and retain commissions, rebates, allowances and other similar amounts received by Company from any supplier who has been approved by Company from time to time in connection with the supply of goods, fixtures…
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?
80Item 8
We estimate that your required purchases and leases in compliance with the above specifications of goods, services, supplies, fixtures, equipment, inventory, computer hardware and software, technology real estate and comparable items will represent 80 to 90% of your overall purchases and leases in establishing and…
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
To have an alternate supplier approved, you must first notify us in writing, submit sufficient specifications, samples and information, along with our then current fee (which is currently not expected to exceed $5,000 per request, plus reimbursement of our expenses).
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
To have an alternate supplier approved, you must first notify us in writing, submit sufficient specifications, samples and information, along with our then current fee (which is currently not expected to exceed $5,000 per request, plus reimbursement of our expenses).
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Franchisee acknowledges that as between the Company and Franchisee, the Company has the sole rights to and interest in all e-mail and internet addresses, websites, domain names, social media sites and search engine identifiers, and all telephone and facsimile numbers and directory listings associated with the Marks
Data and IT
Must the franchisee comply with PCI, data-security or cybersecurity standards set by the franchisor?
YesFranchise agreement
Franchisee agrees to comply with the then-current Payment Card Industry Data Security Standards as those standards may be revised and modified by the PCI Security Standards Council, LLC (see www.pcisecuritystandards.org), or any successor organization or standards that Company may reasonably specify.
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
The Company shall have the right to review the operation and administration of the Franchised Business by quality control testing, periodic field reviews and such other tests, reviews and inspections and other reasonable actions deemed desirable by the Company.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
The Operations Manual may be modified periodically to reflect changes in the specifications, standards, operating procedures and other obligations in operating Franchised Businesses.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must obtain our approval of the site location and the lease.
Marketing
Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?
YesItem 11
Except as provided above, or as approved by us in writing, you may not develop, maintain or authorize any website, domain name, URL address, email address, other online presence or other electronic medium that mentions your Franchised Business, links to any Franchise System Website or displays any of the Marks, or…
Is a minimum grand opening advertising spend required?
YesItem 11
Within one month before, and one month after, the opening of your Franchised Business, you must spend a minimum of $10,000 on local advertising, marketing and promotion of the opening of the Franchised Business in accordance with an opening marketing plan approved by us.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
You must spend monthly at least two percent of the Gross Sales from the Franchised Business, but we shall not require you to spend more than $2,000 per month if you operate as an Agency Model franchise or $1,000 per month if you operate as a Bridge Builder franchise, for local advertising and promotion of the…
Must the franchisee participate in a customer loyalty or rewards program?
YesFranchise agreement
Franchisee agrees to use only those accounting firms and software, billing and/or collection services, IT support services, architecture services and providers, real estate services and providers, construction and general contractor services and providers, financial analysis and management product(s) or service(s)…
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
Provided that a majority of the HRBoost locations in your ad-coverage area agree to participate in the program, you must participate in and contribute your share to additional advertising and promotional programs in your ad-coverage area.
Operations
Must equipment be purchased from designated or approved suppliers?
YesItem 8
You must purchase or lease or use only those accounting firms and software, billing and/or collection services, IT support services, architecture services and providers, real estate services and providers, construction and general contractor services and providers, financial analysis and management product(s) or…
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesFranchise agreement
Franchisee agrees not to use any Credit Card Vendor for which Company has not given Franchisee Company’s prior written approval or as to which Company has revoked Company’s earlier approval.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesItem 6
We may use the electronic funds transfer system (e.g. EFT or ACH) for any amounts due and you agree to comply with our Company’s payment instructions, and to sign any and all documents and forms necessary to effectuate the automatic bank drafts and payments.
Must the franchisee participate in a gift card program?
YesFranchise agreement
Maintain, at all times, credit-card relationships with the credit and debit card issuers or sponsors, check or credit verification services, gift card providers, financial-center services, merchant service providers, and electronic-funds-transfer systems (together, “Credit Card Vendors”) that Company may periodically…
People
Does the franchisor require minimum staffing levels or specific roles?
YesItem 15
The Franchised Business must at all times be under the continuous, direct, on-premises supervision of Franchisee, Operating Principal or Franchisee’s designated manager who has attended and passed the training program.
Point of sale
Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?
YesFranchise agreement
The Company may require the Franchisee to utilize a computer system, including without limitation a customer order processing and invoicing system and/or payment/point of sale and credit/debit card system, customer relations management (CRM) system, the Software Program, and/or software, payment and invoicing, POS…
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We and/or our designee will have independent, direct, continuous recurring access to the information and data you maintain including bookkeeping, accounting, and record keeping statements, system, technology, and/or software; and there are no contractual limitations on our right to access the information and data.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesFranchise agreement
The Company may require the Franchisee to utilize a computer system, including without limitation a customer order processing and invoicing system and/or payment/point of sale and credit/debit card system, customer relations management (CRM) system, the Software Program, and/or software, payment and invoicing, POS…
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
You must participate, if we require, in up to seven days per calendar year of refresher training in the operations and marketing of the Franchised Business.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Shall attend, if Company requires, a national business meeting or convention of franchisees for up to four days once per calendar year at Franchisee’s expense.
The filing answers no to 1 question
- Is there a franchisee advisory council, association or committee?Franchise agreement
The vendor opportunity at HRBOOSTHRBoost
HRBOOSTHRBoost US Franchising is a professional services concept headquartered in Illinois, with a single company-owned unit in Indiana generating an average unit volume of $701,713. The 2025 Franchise Disclosure Document does not report any franchised locations, so the immediate addressable market for software vendors is one corporate location. That said, the renewal structure—three successive five-year terms beyond the initial ten-year agreement—suggests a long-term operational horizon. For a vendor, this means a concentrated sale: one decision-making hub, one tech environment, and one relationship to build.
The royalty rate sits at 7%, and the initial term spans 10 years. Year-over-year unit growth is not disclosed, and the operator footprint shows zero multi-unit franchisees. Every purchasing decision runs through HQ, making this a textbook single-buyer motion.
Who controls software purchasing
The 2025 FDD Item 1 names three executives: C. Nicole Martin holds the titles of Manager, Member, Founder, and Chief Empowerment Officer; Sandy Moran serves as Managing Director and Executive HR Advisor; and Shenise Cook is the Systems Director. For a software vendor, Shenise Cook is the most direct entry point—her Systems Director role implies hands-on ownership of the tech stack. Sandy Moran’s executive HR advisory position suggests influence over people-operations tools, while C. Nicole Martin, as founder and chief empowerment officer, likely retains final budgetary and strategic sign-off.
There is no parent company on file; the brand appears independently owned. With only one unit and no multi-unit operators, there is no field-level buying center to navigate. The entire procurement conversation happens with this HQ trio.
Mandated and current tech stack
The FDD mandates three systems: QuickBooks by Intuit Inc. for accounting, the SHRM Toolkit for human resources, and Zoho One as the integrated operating suite. This is a lean, cloud-native stack built around financial management, HR compliance, and general business operations. Notably, there is no mandated POS—consistent with a professional services franchise that sells expertise rather than physical goods.
For vendors, the mandated nature of these tools is a double signal. First, displacement is unlikely without a compelling compliance or efficiency argument that reaches the founder level. Second, adjacent or complementary tools—such as payroll, benefits administration, learning management, or client engagement platforms—may find an opening if they integrate cleanly with Zoho One and QuickBooks. The absence of a mandated CRM or project management tool inside the stack leaves room for discussion.
Procurement, renewals, and timing
Item 8 of the FDD, which typically outlines procurement restrictions and designated suppliers, was not extracted in the available data. That means we cannot confirm whether the franchisor requires purchases from specific vendors or maintains an approved-supplier list. In practice, with a single corporate unit, procurement is likely informal and relationship-driven rather than governed by a rigid supply-chain policy.
Renewal terms, drawn from Item 17, offer a clear window into future decision points. A franchisee who substantially complies with the agreement can renew for three additional five-year terms. Each renewal requires written notice, execution of a new franchise agreement and release, payment of a renewal fee, and refurbishment of premises and equipment to meet then-current standards. Critically, the new agreement may contain materially different terms—including fee structures and territorial rights. For a software vendor, these renewal moments are natural reevaluation points where the operator may reconsider their tech stack to align with updated standards and costs.
How to read the HRBOOSTHRBoost FDD
The 2025 HRBOOSTHRBoost Franchise Disclosure Document is the definitive source for the numbers and mandates cited here. It is filed with state franchise regulators and available for review in the embedded PDF viewer on this page. When reading, focus on Item 1 for executive names and ownership structure, Item 11 for the franchisor’s obligations around technology and systems, Item 8 for any procurement restrictions, and Item 17 for renewal and transfer conditions that signal when buying windows may open.
For software vendors evaluating whether to invest time in this account, the math is straightforward: one unit, one HQ, three mandated systems, and a leadership team small enough to reach directly. If your product complements QuickBooks, SHRM Toolkit, or Zoho One—or solves a pain point those tools leave open—the path to a conversation runs through Shenise Cook and Sandy Moran. For a ranked target list tailored to your product category, FranCloud can help you prioritize accounts like this one.
Questions vendors ask
HRBOOSTHRBoost US Franchising, answered from the filing
Systems Director Shenise Cook is the likely operational buyer, with Managing Director Sandy Moran and Chief Empowerment Officer C. Nicole Martin holding final sign-off authority per the 2025 FDD.
The FDD mandates QuickBooks by Intuit for accounting, SHRM Toolkit for HR, and Zoho One as the operating suite. No POS is specified given the professional services model.
One company-owned unit in Indiana. The FDD does not disclose any franchised locations, making this a single-unit operation as of the 2025 filing.
Item 8 procurement signals are not extracted in the available data. The FDD does not specify whether suppliers must be designated, approved, or open.
Initial terms run 10 years. Renewal allows three additional 5-year terms, contingent on compliance, refurbishment, and a new agreement that may materially change fees and territory.
The 2025 FDD is filed with state franchise regulators. You can review it directly 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 HRBOOSTHRBoost US Franchising files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Single-unit1
Top states by locations
| IN | 1 |
|---|
Related Professional services brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.