BooXkeeping
Bottom line
- Total investment $38K – $75K including a $50K franchise fee, 10.0% ongoing royalty.
- Average unit revenue of $596K/year (median $521K). Estimated payback in 0.3 years.
- Rated STRONG with a risk score of 50/100. SBA loan default rate of 0.0% across 4 loans (below the industry average).
- Auditor disclosed a going-concern note — flagged doubt about the franchisor's ability to continue operations. Verify against the latest FDD.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one BooXkeeping unit return on the cash you put in?
Unlevered ROIC · per unit
103%
Above typical band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 BooXkeeping units return on equity?
Equity IRR · 5-yr
49.9%
7.57× MOIC
Year-1 DSCR
1.88×
EBITDA ÷ debt service
Equity required
$477K
on $2.4M purchase
Total debt
$1.9M
SBA $1.2M + senior + seller note
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.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
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 phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
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.
Score breakdown · what drove the 50 / 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
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
16 numbers
One-time purchase · CSV download · Validation questions included
FDD download
BooXkeeping · FDD (2025) PDF