• How do I learn more about the franchising opportunity?
    • Getting started is really easy. All you have to do is fill out the preliminary form found here and we will get in touch with you to answer all your questions and provide a thorough understanding of our systems and operations.

  • How long does it take for a franchise to start operating?
    • Typically you can have your business up and running in 30 to 90 days from the time of allocation of the territory. This also includes the time needed for you to complete our training program.

  • What is the initial investment required?
    • The break-up of the initial investment is as follows:


      Franchise fee

      Office lease deposit


      Lease improvements

      Capital Improvements

      Tax Software License

      Initial Advertising

      Telephone and utilities



      Travel and Lodging




























  • What do I get with my franchise fee?
    • Your franchise fee is your investment in a successful business model. You will be given an exclusive territory to operate in. Further, you will have access to our robust, well defined and automated work flow system. You will be part of our fast-growing, soon-to-be national brand. You will be provided comprehensive training, ongoing support, access to a rich knowledge bank and a flexible resource pool to support your client base using our back-office services.

  • How experienced is the executive team?
    • Our team is composed of experts from the financial world who have been running successful businesses in Tax and CFO services for over 25 years. Our franchising team has over 10 years of experience in helping setup successful businesses.

  • What if I am already running a tax business? How do I collaborate with you?
    • You are an ideal candidate to fit into our model. You can use our process and technology, marketing techniques and client base to help grow your existing business.

  • What do you look for in a franchisee?
    • We are looking for enthusiastic, business minded individuals who are trainable and have the ability and mindset to learn, adopt and replicate our proven business model.

  • Will I need to rent an office?
    • Yes, you will need to rent an office measuring around 300 to 1200 sq ft.

  • What is the duration of the franchise agreement?
    • The initial agreement will be for a period of 5 years. At the end of the term, you will have the option to renew your agreement for an additional period of 5 years.

  • How do I find clients?
    • We have a successful marketing model that we'll train you on. With our help, you'll be able to build a rich client base.

  • Why should a franchisee sign up with you?
    • As our partner – our brand, experience, marketing tools, audit team, knowledgeable CPAs & CFOs, and our innovative technology are at your disposal. With our help, you can build a strong value adding business that will be rewarding both to you and your clients.