Start-Up Costs and Fees |
||
| Bookkeeping Express | RetroTax | |
| Investment | 39350 - 55050 | 33450 - 46000 |
| Franchise Fee | ||
| Royalty Fee | 6% | |
| Advertising Fee | 2% | |
| Year Founded | 1987 | 0 |
| Year Franchised | 0 | 0 |
| Term Of Agreement | ||
| Term Of Agreement | ||
| Renewal Fee | ||
Business Experience Requirements |
||
| Bookkeeping Express | RetroTax | |
| Experience | * Single-unit franchisees must live in proximity to the market area that they will service * Possess a minimum net worth of $150K, with $45K in liquidity * Strong interpersonal skills and/or sales experience at the C-level a strong plus | |
Financing Options |
||
| Bookkeeping Express | RetroTax | |
| Franchise Fees | No | |
| Start-up Costs | No | |
| Equipment | No | |
| Inventory | No | |
| Receivables | No | |
| Payroll | No | |
Training & Support |
||
| Bookkeeping Express | RetroTax | |
| Training | Initial Training consists of a combined 40 hours of classroom and in-field training. You'll learn the features and benefits of various tax credit programs, become familiar with our internal operations, and train with experienced field personnel. | |
| Support | Ongoing Support is provided to all franchisees. Our primary goal is to help you build your client base and become better every day, as a successful RetroTax franchisee. | |
| Marketing | ||
| Operations | Home-based or office location options | |
Expansion Plans |
||
| Bookkeeping Express | RetroTax | |
| US Expansion | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming | |
| Canada Expansion | ||
| International Expansion |
Start-Up Costs and Fees Mobile |
|
| Investment | |
| Bookkeeping Express | |
| RetroTax | |
| Franchise Fee | |
| Bookkeeping Express | |
| RetroTax | |
| Royalty Fee | |
| Bookkeeping Express | 6% |
| RetroTax | |
| Advertising Fee | |
| Bookkeeping Express | 2% |
| RetroTax | |
| Year Founded | |
| Bookkeeping Express | 1987 |
| RetroTax | 0 |
| Year Franchised | |
| Bookkeeping Express | 0 |
| RetroTax | 0 |
| Term Of Agreement | |
| Bookkeeping Express | |
| RetroTax | |
| Renewal Fee | |
| Bookkeeping Express | |
| RetroTax | |
Business Experience Requirements |
|
| Experience | |
| Bookkeeping Express | |
| RetroTax | * Single-unit franchisees must live in proximity to the market area that they will service * Possess a minimum net worth of $150K, with $45K in liquidity * Strong interpersonal skills and/or sales experience at the C-level a strong plus |
Financing Options |
|
| Franchise Fees | |
| Bookkeeping Express | |
| RetroTax | |
| Start-up Costs | |
| Bookkeeping Express | |
| RetroTax | |
| Equipment | |
| Bookkeeping Express} | |
| RetroTax | |
| Inventory | |
| Bookkeeping Express | |
| RetroTax | |
| Receivables | |
| Bookkeeping Express | |
| RetroTax | |
| Payroll | |
| Bookkeeping Express | |
| RetroTax | |
Training & Support |
|
| Training | |
| Bookkeeping Express | |
| RetroTax | Initial Training consists of a combined 40 hours of classroom and in-field training. You'll learn the features and benefits of various tax credit programs, become familiar with our internal operations, and train with experienced field personnel. |
| Support | |
| Bookkeeping Express | |
| RetroTax | Ongoing Support is provided to all franchisees. Our primary goal is to help you build your client base and become better every day, as a successful RetroTax franchisee. |
| Marketing | |
| Bookkeeping Express | |
| RetroTax | |
| Operations | |
| Bookkeeping Express | Home-based or office location options |
| RetroTax | |
Expansion Plans |
|
| US Expansion | |
| Bookkeeping Express | Nationwide, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming |
| RetroTax | |
| Canada Expansion | |
| Bookkeeping Express | |
| RetroTax | |
| International Expansion | |
| Bookkeeping Express | |
| RetroTax | |