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We extract fees, Item 19 financials, franchisee contacts, SBA default rates, litigation, and outlet data from every FDD — so you can compare brands in minutes, not months. Used by multi-unit operators, consultants, and franchise development teams.

LEDGERS - UNIT

LEDGERS - UNIT

Ledgers offers unit franchises for operating a business that provides business advisory, bookkeeping, payroll, and income tax preparation services to small and medium-sized businesses within a designated territory. Franchisees use the franchisor's prescribed system and processes, operating from a single location and promoting services actively. The business model emphasizes seasonal demand during tax season (January-April) and competes with national, regional, local, franchised, non-franchised, and online providers.

2locations
$48K–$90K
Since 2020
ServicesVirginia Beach, VALoyalty, LLCwww.ledgersusa.comDisclaimer

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Franchise Costs

Franchise Fee
$35,000
Initial Investment
$48,200 – $89,700
Royalty Rate
10.00%
Brand Fund
3.00%
Fixed Monthly Fees
$5 – $5

10% royalty + 3% ad fund + $5/per call customer service fee

Financial Performance


Item 19 Financial Performance

Average Gross Revenue
$294,192
Median Gross Revenue
$294,192
Top Quartile Revenue
$364,474
Bottom Quartile Revenue
$223,911

Data Based On: 2 franchised outlets in operation for 3+ years during the Measurement Period (January 1, 2025 - December 31, 2025).

* All financial performance metrics were extracted directly from the provided table for 'Outlets in Operation 3+ Years'. 'Max Gross Revenues' was used for revenue_top_quartile and 'Min Gross Revenues' was used for revenue_bottom_quartile due to the small sample size of 2 outlets, representing the highest and lowest performing units respectively.

Extracted Item 19 Section

Avg. Revenue: $294,192

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How LEDGERS - UNIT Compares

Key Insights

  • Lower investment than 78% of Business Services franchises
FranchiseInvestmentFeeRoyaltyLocations
LEDGERS - UNIT
Current
$48K – $90K$35K10.0%2
Bimbo Foods Bakeries Distribution, LLC$14K – $607KN/AN/A6,454
THE UPS STORE (TRADITIONAL)$216K – $609K$30K5.0%4,500
RE/MAX$37K – $337K$35K1.0%2,994
JACKSON HEWITT TAX SERVICE$71K – $105K$25K15.0%2,744
CRUISE PLANNERS$2K – $21K$11K3.0%2,655
Business Services Average
198 franchises
$120K – $290K$47K10.4%

* Comparison based on latest FDD filings. Investment ranges from Item 7, fees from Item 5. Showing top 5 of 198 Business Services franchises by location count.

Locations & Growth


Outlet Growth Over Time

Total outlets at end of each year

Geographic Distribution (2025)

Outlets by state across the United States

Top States
1Florida
3
2California
2
3Virginia
2
4Missouri
2
5Alaska
1
6Arizona
1
7Arkansas
1
8Colorado
1
9New Jersey
1
10North Carolina
1
11Ohio
1
12Texas
0
13Michigan
0
14Maryland
0
15Connecticut
0

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Franchisee Contacts

16 franchisee contacts on file from official FDD filings.

16 Contacts Available

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Due Diligence


Litigation (Item 3)

Franchisee Cases7

Includes disputes related to breach of contract, fraud, breach of fiduciary duty, trademark/trade dress infringement, tortious interference, and alleged violations of securities and corporate laws. Some cases involve allegations of misrepresentation and failure to pay fees or severance.

Bankruptcy (Item 4)

Bankruptcy HistoryNo
No bankruptcy history reported

System Health (Item 20)

Franchise system changes reported in the most recent fiscal year

Terminations
0
Non-Renewals
0
Reacquired
0
Ceased Ops
0
Transfers
0
Sold to Franchisees
0
Projected New
22

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Frequently Asked Questions

The total initial investment to open a LEDGERS - UNIT franchise ranges from $48,200 to $89,700. This includes a franchise fee of $35,000. Ongoing royalty fees are 10.0% of gross sales.