SmartBooks

Franchise Overview

SmartBooks is a franchise that enables financial professionals to deliver fractional CFO services and outsourced accounting solutions to small and mid-sized businesses, operating flexibly from a home or office setting and building a scalable, recurring-revenue client base.

Key Highlights

Recurring-revenue model built on ongoing fractional CFO and accounting engagements
Serve multiple clients simultaneously through a proven operational framework and tools
Flexible home-based or office-based setup ideal for CPAs and finance professionals
Established brand and training system accelerates client acquisition and business growth

SmartBooks offers financial professionals a structured, scalable path to business ownership, combining the credibility of an established brand with the freedom to serve clients on their own terms.

Just the Facts

For most current information, see Franchise Disclosure Documents

In Business Since—

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SmartBooks Franchise Disclosure Documents (FDD)

These official SmartBooks FDDs contain 23 sections of federally mandated disclosures such as franchisee obligations, franchisor litigation, and financial performance. FDD's are typically 100+ pages long and are critical to evaluate when researching a franchise.

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