Schedule a whiteboard session with us so we know 100% what you need and can provide you with the best solutions customized for your franchise business.

The whiteboarding session is completely FREE! It's there for us to get to know you and your business so we can give you a picture-perfect accounting automation solution for your business.

Our whiteboard session usually lasts 45 minutes to 1 hour long. It helps us answer all your questions about our product and what it can do for you. But, we promise you, an hour is often too short! And you will leave with a 1-page diagram showing you how to create a Single Source of Truth for your business that you can easily share with the C-Suite to get traction on streamlining your franchise's business processes.

We will design the Single Source of Truth for your Franchise, where you can enter the data in your Point of Sale or other business system and have it automatically be transferred into QuickBooks.

We send a quote with 3-4 options. Once we get a signed Statement of Work, we start the project.

We go on a Kick-off call with you to focus on your users persona and get the requirements to build the design.

We follow human-centered design best practices and build a pixel-perfect design of the desired solution. We conduct customer/user interviews to evaluate what they do for their accounting and ensure that the solution will meet the Franchisee's needs.

Our feedback-focused engagement means you have complete visibility of the project. We will build the project plan on Monday.com and build your solution following the feedback we receive from the user who reviewed the prototype.