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FranchiseVerdict

AltoCFO vs H&R Block

Franchise Comparison 2026

Both AltoCFO and H&R Block are financial services franchises. AltoCFO requires an investment of $77K – $116K while H&R Block requires $34K – $159K. AltoCFO discloses average revenue of $993K; H&R Block does not report Item 19 data. H&R Block has SBA lending data on file with a 5.6% charge-off rate. FranchiseVerdict rates AltoCFO B (Above Average) and H&R Block F (Bottom Quintile).

Investment Range
$77K – $116K
$34K – $159K
Franchise Fee
$50K
$3K
Royalty Rate
10.0%
0.6%
Average Revenue (Item 19)
$993K
N/A
SBA Charge-Off Rate
N/A
5.6% (54 loans)
Total Units
1
8,688
Unit Growth (YoY)
N/A
N/A
Year Began Franchising
2022
1957
FDD Year
2023
2025