Franchise accounting since 1991

Every store, its own P&L. Every period, closed on time.

Accounting, payroll, tax and fractional CFO work for multi-unit franchisees. We build your books so you can see which stores make money, and we close them early enough for you to act on it.

Thirty minutes. No preparation needed. You get a straight answer on whether your books are worth changing.

Illustrative report

Store-level P&L

Period 8 of 13
28 days · 4 stores

StoreNet salesFoodLaborContrib.
Store 1041$41,86027.9%29.4%$8,210
Store 1057$38,42028.6%31.8%$6,030
Store 1102$29,14029.3%36.2%$2,480
Store 1133$44,97527.4%28.1%$9,560
Group$154,39528.2%30.9%$26,280
Store 1102 labor runs 5.3 points over the group.Contribution 17.0%

Your bookkeeper was the right hire at one store. It stops working somewhere around three.

The second unit changes what your books have to do. Most owners find out when a lender, a buyer or a bad quarter asks a question the books can’t answer.

What you see

One P&L for the whole group

Sales and costs land in one pile. You know the group made money. You don’t know which store paid for which.

When you see it

Numbers that arrive after the decision

A close that finishes thirty days late means you’re scheduling this period off last month’s labor.

What doesn’t match

Royalties and ad fund that never reconcile

The franchisor’s statement says one thing and your ledger says another, and nobody owns the difference.

What we do

Three things your books should do for you.

Every engagement answers to one of these. If a piece of work doesn’t serve one of them, we don’t sell it to you.

Financial clarity

See every store on its own.

A chart of accounts built to report by unit and by entity, and a reporting pack you can read in ten minutes.

Cash flow control

Know what’s coming, not what happened.

A thirteen-week cash forecast, payroll that runs cleanly across states, and taxes planned before they’re due.

Enterprise value

Build something a buyer will pay for.

Clean historicals, defensible add-backs and financials a lender will underwrite, whether you’re buying the next store or selling the group.

The first ninety days

We fix the books before we build on them.

The sequence matters more than the speed. Books rebuilt in a rush produce numbers nobody trusts.

  1. Days 0 to 30

    Stabilize

    Historicals pulled and reviewed. The chart of accounts rebuilt for unit and entity reporting. Errors cleaned until the books reconcile.

  2. Days 30 to 60

    Systemize

    A fixed close date, franchisor reporting built in, payroll mapped to each store, and a reporting pack that arrives on the same day every period.

  3. Days 60 to 90

    Forecast

    A thirteen-week cash forecast, variance review by store, and tax positions planned for the year you’re in.

  4. Ongoing

    Run the rhythm

    Every period closed, reviewed with you, and turned into two or three decisions you can make this week.

Franchise specialists since1991

Thirty-five years of franchise accounting.

Monterra has kept the books for franchise owners since 1991. Thirty-five years of royalty accruals, franchisor reporting deadlines and store-level P&Ls, for franchisees and franchisors across many brands, under three owners.

Read the firm’s history

They’re the only accounting firm we’ve worked with that actually understands how franchise operations work. Not just the numbers — the business behind the numbers.
Multi-unit Jersey Mike’s operator · 12‑year client
I have partnered with Monterra for the majority of my 10+ years as a franchisee. I spent time at a large firm and came right back. They offer the same large‑firm results with a smaller, more personal feel. I highly recommend Monterra.
Ben McGowan · BAM
I’m able to call and talk to Monterra any time. They’re easy to reach, and I’m happy with their services, especially payroll. I’d recommend them to other owners.
Oscar Montemayor · Montemayor Pizza Inc
You guys are the greatest!!! Couldn’t make it without you.
Paulette Zang · Domino’s Franchisee
It’s nice to have an accountant who cares about the financial well‑being of their clients without first being asked.
Dan Shanahan · DDS Enterprises
Jacob W. Bailey, Managing Director
Jacob W. BaileyManaging Director

The team

The people who close your books.

We work fully remote. Here is some of the team on a regular call.

Domino's Franchisee Association Platinum Vendor Partner badge

For Domino’s franchisees

Platinum Vendor Partner of the Domino’s Franchisee Association.

We keep the books for Domino’s franchisees on the brand’s 52- and 53-week calendar. Our Domino’s page covers what we handle.

New to Monterra and a DFA member? You get 12% off everything we do and 10 hours of fractional CFO time.

For Domino’s franchisees

Talk to someone who runs these books.

If you run more than one unit and your books give you one number where you need several, a discovery call will find which part of the system is causing it.

Call 734-390-2390
Email hello@monterrahalden.com
Office 13940 Cedar Road #299, University Heights, OH 44118