BooXkeepingFranchise Cost, Revenue & Review 2026
Data from FDD filing + SBA 7(a) records
FranchiseVerdict summary · 2026
A BooXkeeping franchise requires a total initial investment of $50K – $75K, including a $50K franchise fee and an ongoing 10.0% royalty[2]. Per the 2025 FDD, average unit revenue was $657K[2]. Verdict grade: A. Run a live ROI scan →
Data last verified June 18, 2026 · figures per the 2025 FDD issuance
Overview
- Investment
- $50K – $75K
- 23rd pct Financial Ser…
- Avg gross sales
- $657K
- 19th pct Financial Ser…
- Royalty
- 10.0%
- 9th pct Financial Ser…
- Units
- 10
- 16th pct Financial Ser…
- SBA default
- N/A
Quick verdict · Financial Services · color = vs category peers
Green = >15% above Financial Services avg · No shading = within ±15% · Red = >15% below avg · Source: FDD filings + SBA 7(a)
Data from public FDD filings and SBA records. Not financial advice. Methodology
Each dollar invested generates 10.6x in gross revenue, well above the typical 1.5-2.5x range.
Franchised units fell from 9 to 1 over 3 years. Investigate why operators are leaving.
The franchisor's auditor raised doubt about continued operations. This is a serious risk signal.
Bottom line
- Total investment $50K – $75K including a $50K franchise fee, 10.0% ongoing royalty.
- Average unit revenue of $657K/year. Estimated payback in 0.3 years (based on P&L Bottom Line).
- Verdict A (Top Quintile) with a risk score of 33/100.
- Auditor disclosed a going-concern note, which flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
Item 1 · who you're contracting with
The Franchisor
- Legal entity
- BooXkeeping Franchise, Inc.
- CEO title
- Chief Executive Officer and Director
- Max Emma
- CEO experience
- 20 yrs
- Years in role or industry
- Founder active
- Yes
- Original founder still leading the business
- Incorporated in
- NV
- HQ
- 9550 S Eastern Avenue, Suite 253, Las Vegas, NV 89123
- Auditor
- DNJ & ASSOCIATES
- Audited financials
- Franchisor revenue
- $19K
- vs $46K prior year
- ⚠ Going-concern note
- Disclosed in FDD 2025
- Auditor flagged doubt about continued operations. Verify against the latest FDD before deciding.
Overview
About
BooXkeeping franchisees provide bookkeeping and accounting services to small businesses, likely operating as solo practitioners or small teams managing client accounts, tax filings, and financial reporting. Day-to-day work involves client acquisition, data entry, reconciliation, financial statement preparation, and ongoing account maintenance, typically conducted from a home office or small commercial space.
- CEO
- Max Emma
- Headquarters
- NV
- Founded
- 2020
- FDD year
- 2025
- States available
- 7
FDD Item 7 · 2025 filing · 9 line items
Initial investment breakdown
| Line item | Low | High | |
|---|---|---|---|
| Initial Franchise Feenot refundable | — | — | |
| Security Deposit | $5K | $5K | |
| Initial Training through BooXkeeping Universitynot refundable | — | — | |
| Computer Hardware; Software; Office Equipmentnot refundable | — | — | |
| Legal Fees; Business Entity Formationnot refundable | — | — | |
| Initial Office Suppliesnot refundable | — | — | |
| Technology Fees (BooXAccess)not refundable | $1K | $1K | |
| Insurancenot refundable | — | — | |
| Additional Funds (3 months)not refundable | — | — | |
| Total initial investment | $6K | $6K |
Line items extracted from FDD Item 7. Ranges reflect the franchisor's stated low and high per line. Total is the sum of line-item lows / highs — actual costs may fall outside this range depending on market and build-out scope.
Single-unit · estimated
Returns at a glance
Indicative numbers using FDD Item 7 / Item 19 inputs and category-benchmarked cost ratios. Full single-unit, 25-unit portfolio, and LBO models (with every input editable to stress-test your own scenario) live on the financials page.
Store EBITDA · annual
$72K
11.0% margin
Unlevered ROIC
104%
EBITDA / total invested capital
Payback
12 mo
cash-on-cash, unlevered
Item 7 · what it costs to open + operate
The Vitals
- Total investment
- $50K – $75K
- Better than avg vs category
- Liquid capital req'd
- $6K – $9K
- Better than avg vs category
- Franchise fee
- $30K – $50K
- Near category avg vs category
- Royalty
- 10.0%
- Gross Revenue · typical 6–8%
- Ad fund
- 2.0%
- typical 3–5%
- Total fee load
- 12.0%
- vs 9–13% typical
- Payback period
- 0.3 yrs
- From FDD / Item 19
Ongoing fees · Item 6
| Fee | Amount |
|---|---|
| Royalty | 10.0% of gross sales |
| Marketing / ad fund | 2.0% of gross sales |
| Technology fee | $249 |
| Transfer fee | $13K |
| Renewal fee | $13K |
| Total fee load | 12.0% of rev |
Financial Performance
- Avg gross sales
- $657K
- Per unit, per year
- Median gross sales
- N/A
- Avg p&l bottom line
- $202K
- Reported as P&L Bottom Line in FDD Item 19
- Item 19 type
- Affiliate and predecessor unit
- Sample size
- 1 units
- vs category median 97 · small
- Range (low → high)
- $345K→$969K
- Cohort dispersion (min → max)
- Transparency
- 10 / 5
- vs category median 0 / 5 · above
Compared against 58 Financial Services brands
Revenue is 10.6x the investment midpoint. At typical franchise margins, this suggests a payback under 3 years.
vs Financial Services averages
How BooXkeeping Compares
Unit growth
Item 20 · unit dynamics
The Growth Chart
- Total units
- 10
- Opened
- 5
- Last reporting year
- Closed
- 0
- Terminated
- 0
- Franchisor ended the franchise (per Item 20)
- Non-renewed
- 0
- Term expired, not renewed (per Item 20)
- Turnover rate
- 0.0%
- Company-owned
- 1
- Corporate units in the system
- % franchised
- 90%
- vs corporate-owned
- Net growth (yr3)
- +125.0%
- Net unit change last year
3-year detail · Item 20
- Transfers (3yr)
- 1
- Transfer rate
- 10.0%
- Owners selling to other franchisees
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 12 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator. Not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee contact records (FDD Item 20). Shows states with at least one current operator on file. Full state registration data (Item 12) will appear on a future FDD refresh.
Fast growth in a small system. Newer franchisors expanding quickly may not yet have the support infrastructure of larger systems.
SBA loan performance
Government records
SBA Loan Data
Aggregated from SBA loan disclosures. This brand has only 2 7(a) loans on file; statistical reliability is limited below 10 loans.
- Total loans
- 2
- Loan volume
- $285K
- Median loan
- $143K
- 50th percentile
- Charge-off rate
- N/A
Historical SBA 7(a) lending data, not predictive of future performance. How SBA charge-off rates are calculated
- Repayment rate (PIF)
- N/A
- 5-yr charge-off
- N/A
- Loans approved 2021+
- Active lenders
- 2
- Defaults
- 0
Explore lender portfolios on Bank Reports or regional data on State Reports.
Premium insight
SBA Lending Report
Deep-dive into BooXkeeping's SBA lending history: lender network, geographic footprint, interest rates, and more.
SBA Lending Report
- Principal loss rate and NAICS industry benchmark
- 2 lenders with concentration factor
- Per-state charge-off rates across 2 states
- Startup risk premium and job creation velocity
- 1-year lending trend
Instant access. No subscription.
Risk analysis
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
BooXkeeping presents moderate-to-high risk due to unprotected territory, minimal system scale, and heavy fee structure that may pressure unit profitability despite strong reported averages.
Litigation (Item 3)
No litigation is required to be disclosed
Bankruptcy (Item 4)
None disclosed
Audited financials (Item 21)
Yes · DNJ & ASSOCIATES⚠ Going-concern note flagged
Franchisor revenue (Item 21)
Franchisor entity revenue (not unit-level)
Supplier relationship · Items 8 & 16
- Franchisor sells you products: Yes
- Kickbacks from required suppliers: No
- Must buy proprietary products: Yes
- Restricted to system-approved products: Yes
- Can negotiate own supplier terms: No
Score breakdown · what drove the 33 / 100 rating
- 01MINORUnprotected territory creates direct competition risk within same market
- 02MED10-unit system is very small with limited operational infrastructure and support
- 03MINORHigh royalty rate (10%) combined with $50,000 upfront fee reduces margin flexibility
- 04MINOROnly 10 units limits ability to validate performance claims across diverse markets
- 05MINORInitial investment range ($38k-$75k) is wide, suggesting inconsistent startup costs or territory-dependent pricing
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
| Initial term | 10 years |
|---|---|
| Renewal term | 5 years |
| Allowed renewalsℹ | 1 |
| Territory type | contiguous U.S. Postal Service ZIP Codes or counties |
| Protected territory | No |
| Online sales rights | Granted |
| Franchisor can compete | Yes |
| Hire a manager? | Allowed |
| Owner-operator | Required |
| Non-compete (years)ℹ | 1 year |
| Non-compete (miles)ℹ | 30 mi |
| Right of first refusalℹ | Yes |
| Transfer requires consent | Yes |
| Termination notice | 30 days |
| Mandatory arbitration | No |
| Jury trial waiver | Yes |
| Governing law | Nevada |
| Litigation count | 0 |
View Item 3 litigation summary
No litigation is required to be disclosed
Items 10, 11
Training & Operations
- Classroom training
- 80 hrs
- On-the-job training
- 0 hrs
- Training location
- Las Vegas, Nevada
- POS system
- QuickBooks Online
- Operating tech stack
Items 5 & 11
Franchisor Support
Technology: QuickBooks Online
Item 20 · call current owners
Franchisee Contacts
16 owners to call
Name · phone · city · state. Extracted from FDD Item 20
FDD download
BooXkeeping · FDD (2025) PDF
Frequently asked questions
Frequently Asked Questions
How much does it cost to open a BooXkeeping franchise?
The total investment to open a BooXkeeping franchise ranges from $50K – $75K, with an initial franchise fee of $50K. This includes real estate, equipment, inventory, and working capital as disclosed in their Franchise Disclosure Document (FDD).
What do BooXkeeping franchise owners earn?
According to Item 19 of the BooXkeeping FDD, the average gross sales per unit is $657K. Note: this is gross revenue, not profit. Actual owner earnings vary based on location, operating costs, and management.
What is BooXkeeping's franchise failure rate?
SBA 7(a) loan charge-off data is not available for BooXkeeping (fewer than 10 loans on file). Charge-off rates are one way to gauge franchise risk, but not all franchise loans go through the SBA program. We recommend reviewing turnover and closure data in the FDD and speaking with current franchisees.
How many BooXkeeping franchise locations are there?
As of their most recent FDD filing, BooXkeeping has 10 total units in the United States, including 9 franchised units and 1 company-owned units. 5 new units were opened in the latest reporting year.
Is BooXkeeping a good franchise to buy?
FranchiseVerdict rates BooXkeeping as a A-grade franchise with a risk score of 33 out of 100, based on our analysis of investment costs, revenue data, SBA loan performance, and growth trends. Our rating is based solely on publicly available FDD and government data; we recommend speaking with current franchisees before making any investment decision. This is not investment advice.
Data sourced from public FDD filings and SBA 7(a) FOIA records. Not financial advice.
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Data extracted from public FDD filings and SBA 7(a) loan disclosures (FOIA). This information is provided for research purposes only and does not constitute financial, legal, or investment advice. Verify all figures with the franchisor's current Franchise Disclosure Document before making any investment decision.