Franchisee Bookkeeping
Consistent bookkeeping aligned to your franchise's reporting standard — so your figures are comparable across the network from month to month.
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$420 / quarter
Royalties and marketing funds tracked clearly for everyone involved
When the figures behind royalty calculations and marketing fund contributions are kept carefully and presented openly, there's less room for uncertainty on either side of the relationship — and network conversations can be more straightforward.
The Promise
Figures that both sides of the network can read with confidence
Royalty & Marketing Fund Tracking keeps the calculations clear, the records complete, and the presentation even-handed — so franchisees understand what they're contributing and franchisors have a dependable record of what's been received.
Transparent basis
The calculations behind each royalty and marketing fund figure are kept on record and presented clearly — so there's no ambiguity about how amounts were arrived at.
Even-handed presentation
Figures are presented without bias toward either side — the same information available to franchisees and franchisors, leaving decisions where they belong.
Complete quarterly record
A thorough record of all royalty and marketing fund activity each quarter — useful for reference, for discussions, and for your own internal records.
The Problem
Royalties and marketing funds are where misunderstandings tend to surface
Of all the financial elements in a franchise relationship, royalties and marketing fund contributions are the ones most likely to create questions. Not because the amounts are necessarily disputed, but because the basis for the figures isn't always visible to both parties.
When a franchisee can't easily see how a royalty was calculated, or when a franchisor doesn't have a clean record of contributions received across the network, conversations about these figures can become harder than they need to be.
Good tracking doesn't resolve disagreements — but it does remove the uncertainty that often underlies them. When both sides are reading from the same clear figures, discussions can focus on what actually matters.
Where clarity tends to break down
- Royalty calculations done outside the main bookkeeping system, making the basis hard to trace
- Marketing fund contributions tracked informally, with no consolidated view across the network
- Franchisees receiving figures without the detail needed to understand or verify them
- Quarterly reconciliations that take significant time because the underlying records aren't structured clearly
The Solution
Careful tracking, presented plainly to everyone
We handle the detailed record-keeping for royalties and marketing fund contributions each quarter — maintaining a clear audit trail and presenting the figures in a format that's readable by both franchisees and franchisors.
01
Agreement reviewed
We start by reviewing your franchise agreement to understand the royalty structure and marketing fund terms — so tracking reflects what was actually agreed, not a generic interpretation.
02
Quarterly tracking maintained
Royalty calculations and marketing fund contributions recorded through the quarter as activity occurs — keeping the record current rather than reconstructed at the end.
03
Quarterly report prepared
A complete summary of royalties and marketing fund activity for the quarter — with the basis shown clearly so both parties can follow the figures without needing to ask for explanation.
04
Records kept for reference
Full records maintained and available — useful if questions arise later, or if a historical quarter needs to be reviewed for any reason.
The Experience
Steady tracking that runs quietly in the background
Once we've reviewed your franchise agreement and set up the tracking structure, the quarterly work runs on a consistent schedule. You won't need to assemble figures at quarter-end — they're already in order by the time the period closes.
The quarterly report is designed to be readable by both franchisee and franchisor — not written for one audience at the expense of the other. Where the calculation involves a percentage of revenue or a fixed contribution, the underlying figure is shown alongside the result.
If your franchise agreement changes, or if a new marketing fund structure is introduced, we update the tracking accordingly — so the records stay accurate to the current terms.
Agreement review and setup
We read your franchise agreement carefully before setting anything up — tracking is built around your specific terms, not a template.
Ongoing quarterly tracking
Royalties and marketing fund contributions recorded through the quarter as they occur — nothing reconstructed after the fact.
Quarterly report delivered
A complete, readable summary for both parties — basis shown, figures clear, decisions left with you.
Full records maintained
Historical records kept and accessible — useful when questions arise or past quarters need to be referenced.
The Investment
Quarterly pricing, straightforward to plan around
A single quarterly fee covers the full tracking and reporting work — making it easy to account for and consistent with your own reporting cycle.
Royalty & Marketing Fund Tracking
Per franchise relationship, billed quarterly
$420
per quarter
What's included:
- Franchise agreement review and setup
- Quarterly royalty tracking and calculation record
- Marketing fund contribution tracking
- Quarterly summary report for both parties
- Full calculation basis shown clearly
- Historical records maintained and accessible
- Updates when agreement terms change
- Support for questions throughout the quarter
The Proof
What careful tracking looks like in practice
The value of good royalty and marketing fund tracking builds over time — here's what the progression looks like.
Quarter 1
Structure established
Your agreement is reviewed, the tracking structure is set up, and the first quarter's figures are recorded carefully to the agreed format. Any prior-period gaps are addressed.
Quarter 2
Rhythm in place
Tracking runs on a steady schedule. The quarterly report arrives with the full basis shown — straightforward to read for both franchisee and franchisor.
Ongoing
A reliable record
Quarter by quarter, a complete and transparent record builds — reducing the friction around royalty discussions and giving both parties a dependable reference point.
What the quarterly report covers
Revenue base used for royalty calculation
The underlying figure the royalty percentage is applied to, clearly stated.
Royalty rate and resulting amount
The rate from the agreement and the calculated royalty for the period.
Marketing fund contributions
Contributions for the quarter tracked separately from royalties, with the basis shown.
Quarterly and year-to-date totals
Running totals so both parties can see where things stand across the year.
Our Commitment
We present the figures — decisions stay with you
Our role in this service is to track carefully and present clearly. We don't take sides in how royalties should be structured or what marketing fund contributions should be spent on — those are decisions for the parties to the franchise agreement.
What we commit to is that the figures are accurate, the basis is shown, and the record is complete. If anything in a quarterly report needs clarification, we're available to explain how a figure was arrived at. And if your agreement changes, we update the tracking to reflect it promptly.
No-obligation initial consultation
Basis explained if questions arise
Updated promptly when agreement terms change
Even-handed — figures presented to both parties
Next Steps
How to get this set up for your next quarter
A short conversation is usually enough to understand your setup and agree on an approach.
1
Tell us about your arrangement
Use the contact form to describe your franchise relationship — whether you're a franchisee, a franchisor, or both — and what the current tracking setup looks like.
2
We review and respond
We'll follow up to go through your agreement terms and agree on a tracking structure that fits your specific royalty and marketing fund arrangements.
3
Tracking begins
Once the structure is agreed, we start tracking from the beginning of the current or next quarter — and deliver the first report when the period closes.
Ready to bring clarity to your royalty and fund figures?
Get in touch and let's talk through your franchise arrangement. We'll explain what the tracking would cover and how the quarterly report would work for your situation — no obligation to proceed from there.
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