CapForge

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1-858-633-3573

Accounting & bookkeeping services that improve your bottom line, and get your franchise owners feeling confident in their financials.
  • Quality bookkeeping & tax services
  • Specializes in emerging franchises
  • No cost to franchisors
  • Onboarding for new franchisees
  • Low flat rate for franchisees
  • Jargon-free communication
  • Building confidence in financials
  • Ongoing education for franchisees
Imagine getting a report every month with the Profit & Loss Statement and Balance Sheet from each of your franchisees... for free.
When a franchise system uses the same chart of accounts, and can clearly compare the financials of each location, everyone wins. Franchisors can more easily support their owners for success and spot areas of opportunity, and franchisees run their businesses better which improves their bottom line.
That's what we do: Our team loves working with emerging franchise systems to implement effective monthly bookkeeping & tax services. Interested in chatting more about our onboarding and offerings?
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Benefits for Franchisors

  • No cost to the franchisors
  • Detailed, comprehensive and cusomizable reporting for you
  • Accurate, timely and useful financials for franchisees
  • Standard reporting for apple-to-apples performance data
  • Better cost and budget forecasting
  • Spot and correct franchisee problems faster
  • Identify high performing locations for KPIs and share best practices
  • Significantly simplifies data collection for compliance reporting

Benefits for Franchisees

  • Affordable, reliable, flat rate bookkeeping
  • Improved profitability & revenue
  • Bookkeeping team intimately familiar with the franchise and its vendors
  • Less stress on franchisees
  • Integrated CPA advisory and tax filing options
  • Guaranteed 24-hour response time
  • Included no cost training for understanding financials and interpreting reports
  • No contracts, just effective results!
Let’s Get Started

About the CapForge Team

CapForge is a team of 70+ professionals (and growing) that provide nationwide professional bookkeeping, tax, and payroll services to franchises, e-commerce brands, and small business owners for a low flat rate every single month.
Some of us from our 2024 retreat in Newport Beach
What Working Together Looks Like
  • We’ll set up a Chart of Accounts for your Franchisees highlighting the most useful data.
  • Get bookkeeping at a flat-rate price for all current franchisees and onboarding for all owners who decide to make the switch.
  • Monthly reports with side-by-side comparisons of all participating units, and useful stats to determine what’s working and what’s not.
  • As new owners come on board we’ll update the reports to build your understanding of your franchise system performance.
Let's improve your bottom line with reports that will make running your business easier - send us an email and we'll hop on a free initial consultation call!
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Learn from the CapForge Blog
Happy words from our clients. No one loves bookkeeping, but everyone loves more profits!
CapForge has been a godsend for me. I found Matt by chance while trying to find a way to learn how to effectively use QuickBooks and he was the perfect solution. He didn’t just take over my books, he explained the concepts to me and let me do the lifting and now the bookkeeping part of the company is the easy part instead of the dread. Highly recommended.

Charlie Carter

I stumbled upon CapForge in a Google search when I was looking for a company that could give me one-on-one Quickbooks training. After speaking to Matt I felt confident that they would be a good fit for me. My session was very informative and gave me all the tools I needed to get my accounting in order for our new business. I would highly recommend Matt and CapForge. Now we can concentrate on building our business and not worrying about the bookkeeping!

Heidi McGilvary

CapForge is a great company for getting your QB right! Matt did exactly what he said he would and more. His explanations and his ability to teach you the correct way to handle QB is simplified to a way where its very easy to understand. I will use their services in the future and would recommend them to anyone looking for a professional.

Michael Moats

5 Stars! Matt is very personable and business friendly. He helps you understand complex terms and uses plain English to explain your options. We contacted him to help resolve several complications with QuickBooks and he was prompt, courteous and helpful in resolving our issues. We feel he totally understands small business and we are looking forward to working with him more as we grow.

Joanne & Erik Valentine