QuickBooks OnlineIntuit
designate for use by the System and to purchase all computer hardware necessary for the efficient operation of the software. (Section V. P.). Presently, we require you to utilize QuickBooks Online. Th
From the filings
HQ-led decisions
Seniors Helping Seniors
Home servicesSeniors Helping Seniors designates its required software directly from HQ: franchisees must purchase the accounting software and a customized scheduling and customer-management software system that the franchisor specifies, along with compatible computer hardware. With 226 total units, the addressable market is concentrated around those two required systems.
For software vendors selling into US franchise brands.
Live signals
Total units
226
224 franchised
Unit growth YoY
—
vs prior filing
AUV
—
Item 19, 2026
Royalty
6%
of gross sales
Ad fund
1%
national + local
Initial fee
$55K
per unit
Investment range
$95K–$156K
all-in, Item 7
Procurement
Approved supplier
from the filing
Non-compete
2 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%of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.
Franchisor behaviours
What the franchisor requires
19 requirements the franchisor states in this filing, each in its own words; 8 explicit no's; 7 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?
YesFranchise agreement
You are required to use the Vendor designated by SHS for bookkeeping services and pay the then-current costs in connection with such bookkeeping services.
How the franchisor buys
Is there a franchisee advisory council, association or committee?
YesItem 11
You may be selected to become a member of our advertising Council.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesFranchise agreement
SHS reserves and shall have the sole right to make changes in the Manual, the System and the Proprietary Marks at any time and without prior notice to you.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
0Item 8
nor we have received revenue as a result of franchisee purchases during the 2025 calendar year
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?
5Item 8
We estimate that approximately 5-15% of your expenditures on an ongoing basis will be for goods and services that must be purchased in accordance with our standards and specifications from an approved supplier.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
You may request to purchase items from an alternate supplier that has not been approved by us.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
the Assignor hereby assigns and transfers to the Assignee, without any further consideration due to Assignor, all of its rights, title and interest in and to certain telephone numbers, telephone listings and telephone directory advertisements pursuant to which Assignor shall operate its Franchised Business in…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
To that end, we will conduct inspections on a periodic basis of the Franchised Business and its operations and will evaluate the methods and the staff employed (Section III.B.5.);
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
SHS reserves and shall have the sole right to make changes in the Manual, the System and the Proprietary Marks at any time and without prior notice to you.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 12
You must operate the Franchised Business only from the Approved Location listed in Section V.S. of the Franchise Agreement, which may be your home or a leased facility in a suitably located commercial park or similar area.
Marketing
Is a minimum grand opening advertising spend required?
YesFranchise agreement
You must spend a minimum of $20,000 on advertising and marketing to promote the opening of the Franchised Business.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesFranchise agreement
You must spend quarterly at least one percent (1%) of your Gross Sales on local marketing and promotion, in accordance with the policies and procedures established by SHS for the prior approval of all proposed marketing and promotional campaigns and materials, as specified in Paragraph X.A. or elsewhere in this…
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
depending on where the Seniors Helping Seniors Business is located, you will be required to participate in that specific Regional Advertising Fund.
Operations
Must the franchisee buy products from a designated distributor?
YesFranchise agreement
You must purchase, own or lease certain equipment and certain products and services as may be specified in the Manual, solely from approved suppliers who have demonstrated, to the continuing reasonable satisfaction of SHS, the ability to meet SHS’ reasonable standards and specifications for such products and related…
Must equipment be purchased from designated or approved suppliers?
YesFranchise agreement
You must purchase, own or lease certain equipment and certain products and services as may be specified in the Manual, solely from approved suppliers who have demonstrated, to the continuing reasonable satisfaction of SHS, the ability to meet SHS’ reasonable standards and specifications for such products and related…
Payments
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
We shall have the right to effect an electronic funds transfer from your account specified in the Bank Authorization Agreement to satisfy any payment owed to us under this Agreement or any other agreement related to the Franchised Business, whether or not expressly set forth herein.
Sales and CRM
Must the franchisee use a CRM system designated or approved by the franchisor?
YesItem 8
You must purchase the accounting software and a customized scheduling and customer management software system that we designate.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 11
From time to time we may require that previously trained and experienced franchisees, their managers, and/or employees attend refresher-training programs to be conducted at our headquarters.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 6
Attendance at the National Convention is mandatory.
The filing answers no to 8 questions
- Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
- Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?Franchise agreement
- Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
- Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
- Does the franchisor charge a fee to evaluate a proposed supplier?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?Item 11
- Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
Who buys here
The buyer at this brand
The decision-maker a vendor sells to at this scale, and the gaps they’re paid to close, derived from our data by segment and unit count, not a guess.
HQ leadership: CEO/President + VP Ops/Franchise + a first dedicated IT/systems owner.
VP SalesHead of SalesCROSales Director
- 95.3% of home services brands mandate no POS, leaving a massive whitespace for tech vendors to target before competitors catch on.By identifying the 525 brands with no mandated POS, your sales team can prioritize high-fit targets and cut prospecting waste by 40%, converting weeks of manual research into a single query that surfaces ready-to-sell accounts.
- Teams spend weeks manually combing through FDDs to assess unit counts and financials across 554 active home services brands.Replacing manual FDD research with instant corpus search saves 15+ hours per brand evaluation, allowing your team to assess 10x more targets and accelerate pipeline velocity by 30%.
- Without instant access to AUV data, you cannot gauge franchisee ROI or brand health across 239 disclosed home services brands.Seeing median AUV of $661,803.61 at a glance lets you prioritize brands with strong unit economics, increasing win rates by focusing on financially healthy targets and avoiding low-ROI pursuits.
The vendor opportunity at Seniors Helping Seniors
Seniors Helping Seniors' 2026 FDD reports 226 total units — 224 franchised and 2 company-owned — in home-based senior care. The FDD makes an Item 19 financial performance representation, on a royalty of 6% of Gross Sales up to $400,000 and 5% above that, subject to a monthly minimum.
Who controls software purchasing
Item 2 lists Chairwoman Kiran Yocom, CEO Philip W.S. Yocom, President Namrata Yocom-Jan, COO Daniel Jan, and Accountant Neil Rivel. HQ designates the required software directly: franchisees must purchase the accounting software and a customized scheduling and customer-management software system that Seniors Helping Seniors specifies. The operator footprint shows 1 operator, in Wisconsin, running 1 located unit.
Tech named in the FDD, and what is actually required
Franchisees must purchase accounting software capable of handling accounts payable, accounts receivable, collections, billing, general ledger, and checkbook functions, along with a customized client-management and scheduling program and computer hardware compatible with both. Item 8 requires that this hardware and software meet the specifications set out in Seniors Helping Seniors' Manual. Seniors Helping Seniors presently requires QuickBooks Online. Item 6 also lists monthly vendor fees, due from the start of business, for Operations CRM Software, Care Academy, WelcomeHome, and Augusta.
Procurement, renewals, and timing
Beyond technology, Seniors Helping Seniors runs an approved-supplier list: franchisees must meet its specifications for signs, equipment, and marketing materials and, where required, buy only from a designated approved supplier drawn from a list Seniors Helping Seniors provides and can modify. Seniors Helping Seniors estimates required purchases at 10% to 20% of startup spend and 5% to 15% of ongoing spend. The initial term is 10 years, and Item 17 renewal requires timely notice, continued site control, capital upgrades to stay uniform with the system, good standing, and a signed general release.
How to read the Seniors Helping Seniors FDD
The embedded PDF viewer below carries Seniors Helping Seniors' 2026 Franchise Disclosure Document in full; Items 8, 11, and 17 hold the detail summarized here.
Talk to FranCloud for a ranked target list of senior-care franchisors with designated accounting and scheduling software like Seniors Helping Seniors'.
Questions vendors ask
Seniors Helping Seniors, answered from the filing
Seniors Helping Seniors' Item 2 lists Chairwoman Kiran Yocom, CEO Philip W.S. Yocom, President Namrata Yocom-Jan, and COO Daniel Jan. HQ designates the required accounting and scheduling software directly rather than leaving the choice to franchisees.
Franchisees must purchase accounting software capable of handling accounts payable, accounts receivable, billing, and general ledger functions, plus a customized client-management and scheduling program that Seniors Helping Seniors designates, along with compatible computer hardware. Seniors Helping Seniors presently requires QuickBooks Online.
Seniors Helping Seniors' 2026 FDD lists 226 total units — 224 franchised and 2 company-owned — in home-based senior care.
Seniors Helping Seniors runs an approved-supplier list: franchisees must meet its specifications and, where required, buy only from designated approved suppliers on a list Seniors Helping Seniors provides and can modify. Franchisees may propose a new supplier for approval.
Seniors Helping Seniors' initial term is 10 years. Item 17 renewal requires timely notice, continued site control, capital upgrades to stay uniform with the system, good standing, and a signed general release — each cycle is a point to revisit the required accounting and scheduling software.
The embedded PDF viewer below carries Seniors Helping Seniors' 2026 Franchise Disclosure Document in full; Items 8, 11, and 17 hold the detail summarized here.
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.
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment Seniors Helping Seniors 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
| WI | 1 |
|---|
Related Home services brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.