The Economics · Item 19

A look at the numbers.

Avg. Gross Annual Revenue*

$138,276

Avg. Annual Gross Profit*

$83,942

ProfitableSustainableRecession-Resistant

*Based on the 2025 financial data from corporate and franchise locations, as disclosed in Item 19 of the 2026 FDD (Franchise Disclosure Document).

The Investment · Item 7

What it takes to open.

A low-overhead, home-office-friendly model. No retail buildout, no inventory, no heavy equipment. Your investment depends on whether you're starting fresh or converting an existing bookkeeping practice.

Start-Up Franchisee

Conversion Franchisee

You're building a new bookkeeping business from scratch.

Estimated Total Initial Investment

$77,546 – $84,046

Includes the initial franchise fee and everything else Item 7 estimates to open: technology, training travel, insurance, professional fees and initial working capital.

The full expenditure-by-expenditure breakdown is disclosed in Item 7 of the FDD.

Both estimates assume you operate from your primary residence, with no rent, leasehold improvements, signage or vehicle costs attributable to the franchise.

Ongoing fees are a 10% Royalty Fee and a 2% Brand Awareness Fee on Gross Revenue, both subject to mandatory minimum payments. See Items 5 and 6 of the FDD.

Source: Item 7 of the BooXkeeping Franchise, Inc. Franchise Disclosure Document dated February 19, 2026. The 15% discount is not reflected in these charts.

SBA eligibility certified

We're listed on the Franchise Registry, which lenders use to confirm SBA eligibility. That can shorten the review when you finance your franchise.

Franchise fee discounts

25% off

CPA firms and accounting firms.

15% off

Veterans and active military spouses.

Run Your Own Numbers

The Recurring Revenue Calculator.

Monthly clients30

5120

Avg. monthly fee per client$385

$200$1,200

Gross margin61%

40%75%

Network average is ~61%: Item 19 gross profit over gross revenue.

Monthly recurring revenue

$11,550

Annual gross revenue

$138,600

Annual gross profit

$84,546

Before fees. A 10% royalty and 2% Brand Awareness Fee on this revenue would total $16,632 a year.

Explore Ownership

For illustration only. This calculator does not represent, promise or project your actual results. Actual results vary by market, effort and execution. Refer to Item 19 of the current FDD for disclosed financial performance representations.

Behind the Numbers

Why the math holds up.

Recurring by default

Clients pay a fixed monthly fee and stay. Every account you close in year one is still paying you in year three.

Low fixed costs

Home-office model, no buildout, no inventory. Revenue growth flows to margin instead of rent.

Staffing on tap

Headquarters recruits and trains dedicated BPO staff to service your clients. Grow revenue before you grow payroll.