Indevia Accounting

Keep franchise books organized, compare performance across locations, and access timely financial information to support informed business decisions.

Pay teams accurately, support compliance across locations, and gain labor insights while reducing payroll administration.

Improve financial visibility and profitability with reporting and proactive guidance for cost control and growth decisions.

Clarify financial health, improve profitability, manage risk, and plan franchise growth with greater confidence.

Helps high-volume, multi-unit businesses improve operations and gain tailored financial insights without hiring an in-house team.

Franchise bookkeeping services

Indevia provides outsourced bookkeeping for multi-unit franchise operators across industries. Services include recording sales, bank, credit card, and payroll transactions; reconciling accounts and deposits; entering sales data; closing books at month end; and consolidating financials across stores or entities. Depending on the selected package, support can also include accounts payable and receivable, inventory and royalty reconciliations, financial reports, dashboards, and chart-of-accounts maintenance aligned with franchisor or industry standards. Automation tools, dashboard integrations, and responsive support help operators maintain organized records and gain visibility across locations.

Category: Bookkeeping Services

• Keep Financial Records Current
  Recording sales, bank, credit card, and payroll transactions helps franchise operators maintain up-to-date books across their business.
• Compare Results Across Locations
  Consolidated financials bring store or entity information together, while intercompany reconciliations support financial organization across multi-unit operations.
• Verify Account Accuracy
  Regular reconciliations help verify account balances and address discrepancies in financial records.
• Prepare Books For Review
  Month-end closing and journal-entry preparation help organize the books for review and support timely financial reporting.
• Review Performance Across Locations
  Financial reports and package-dependent dashboards help operators review business results, compare locations, and access information about financial performance.
• Match Deposits Accurately
  Matching deposits from multiple payment sources helps operators check that recorded deposits align with incoming funds.
• Maintain Current Sales Data
  Regular sales data entry provides operators with a current view of business activity, with frequency determined by the selected package.
• Track Bills And Due Dates
  Vendor bill processing and due-date tracking help operators monitor upcoming payments and organize accounts payable.
• Align Accounts With Standards
  Maintaining and converting the chart of accounts supports consistent financial organization aligned with franchisor or industry standards.
• Streamline Data And Improve Visibility
  Automation tools and dashboard integrations support streamlined data handling and provide operators with improved visibility into their financial information.
• Monitor Incoming Payments
  Payment tracking and aging reports help operators see outstanding receivables and review their status.
• Reconcile Inventory And Royalties
  Inventory recording and royalty reconciliation, where included in the selected package, help operators keep these financial details reflected in their books.

Franchise Payroll Services

Indevia’s franchise payroll services support multi-unit operators with payroll processing, data integration, regulatory compliance, reporting, and financial system connections. The team verifies and processes payroll using the client’s platform, syncs payroll data each pay period, and tracks and reconciles payroll liabilities. Services accommodate multiple locations and staff types, help identify labor trends and errors, and streamline payroll workflows as businesses grow.

• Pay Teams Accurately And On Time
  Payroll verification and processing help franchise operators pay employees accurately and on schedule across their locations.
• Support Compliance Across Every Location
  Support for payroll regulations across jurisdictions helps franchise operators manage compliance as they operate across locations and staff types.
• Sync Payroll Data Each Pay Period
  Regular data syncing reduces manual payroll entry and supports cleaner data flow between payroll and financial reporting.
• Track And Reconcile Payroll Liabilities
  Tracking and reconciling payroll liabilities helps operators keep payroll-related financial information organized and gain visibility into labor trends across units.
• Connect Payroll With Financial Reporting
  Connecting payroll with financial reporting systems helps operators view labor costs alongside their broader financial information.
• Add Locations Without Rebuilding Systems
  Operators can expand to additional locations while continuing to use a payroll approach designed to scale with their franchise.
• Catch Payroll Errors Early
  Early attention to missed punches and miscalculations helps operators address payroll discrepancies before they affect payroll results.
• Spot Labor Trends Across Units
  Dashboard visibility helps franchise operators compare labor across units and identify potential overruns before they affect margins.
• Streamline And Automate Payroll Workflows
  Collaborative workflow improvements help reduce payroll process friction and support more efficient operations.

Financial Reporting & CFO Services

Indevia provides financial reporting and outsourced CFO services for multi-unit franchise operators. The service includes monthly profit and loss statements, balance sheets, cash flow reports, general ledger review, consolidated and custom reporting, mobile dashboards, and performance analysis. Budgeting, forecasting, cash flow projections, audit preparation, and strategic guidance help operators interpret their financials, identify profit leaks, compare locations, and plan for growth.

Category: Fractional CFO Services

• Find Profit Leaks And Improve Margins
  Performance analysis helps operators identify which locations are performing well, where costs may be affecting profitability, and where corrective action may be needed.
• Understand Your Financial Position Each Month
  Monthly statements provide a regular view of profitability, assets and liabilities, and cash movement.
• Compare Performance Across All Locations
  Consolidated reporting brings locations together in one report to support comparison and broader business insights.
• Plan Ahead With Financial Projections
  Budgeting, forecasting, and cash flow projections help operators assess upcoming financial needs and plan for growth.
• Track The KPIs That Matter Most
  Reports and dashboards can be tailored to clients’ priorities, with up to five focused on their key performance indicators.
• Access Financial KPIs On The Go
  Mobile-friendly dashboards make financial information available for review from a mobile device, helping operators check performance across locations.
• Prepare Financials And Guide Next Steps
  The service helps prepare financials for audits and provides guidance on interpreting results and deciding what to do next.
• Check Your Books For Errors
  A general ledger review checks financial records for errors and supports accurate reporting.

Franchise financial advisory services

Indevia provides strategic financial advisory for multi-unit franchise operators, with services designed to clarify financial health, optimize profitability, and support growth. Advisory work includes location-level profitability checks and benchmarking, cash flow strategies, financial models and scenario planning for expansion, tax planning and risk management guidance, and preparation for bank reviews. The service also reviews processes and supports cyber readiness and automation planning to help franchise operations become more efficient and scalable. Tax filings are not included.

• Compare Profitability Across Locations
  See how individual stores perform relative to one another and identify opportunities to improve results across the franchise.
• Plan Cash Flow With Confidence
  Gain strategies for managing cash flow and expenses to support planning and growth investments.
• Evaluate Expansion Scenarios
  Explore financial models and possible scenarios before pursuing expansion, with clearer visibility into potential risks and rewards.
• Benchmark Key Store Metrics
  Compare financial performance across locations to help identify trends and areas that may need attention.
• Turn Financial Data Into Insights
  Use financial dashboards, benchmarking, and timely insights to better understand performance and guide decisions across locations.
• Plan For Tax And Business Risks
  Get strategic tax planning and risk management guidance without tax filing services.
• Prepare For Bank Reviews
  Prepare for bank reviews and assess possible financial scenarios to support informed planning.
• Streamline Operational Processes
  Assess workflows and identify ways to simplify processes and support more efficient operations.
• Plan Scalable Workflow Automation
  Identify automation opportunities and technology needs to make operations more efficient and scalable as the franchise grows.
• Plan For Cyber Readiness
  Address cyber readiness as part of planning for more efficient and scalable franchise operations.

Custom Financial Leadership Services

A fully customized accounting package for high-volume, multi-unit businesses ready to go beyond closing the books. It builds on Enhanced Financial Oversight, which includes Core Financial Management services, which in turn includes Basic Monthly Accounting services. The package provides tailored accounting and financial leadership, operational optimization, configurable reporting, and strategic insights without the need to hire an in-house team. Included services span bookkeeping, reconciliations, financial statements, dashboards, aging reports, expense tracking, and ongoing process improvement. Package details may include sales tax information preparation; clients remain responsible for filing and payment. Basic Monthly Accounting starts at $119 per month per store, and Enhanced Financial Oversight starts at $300 per month per store.

Category: Fractional CFO Services

• Tailor Financial Support
  Get a financial services package designed around your business needs, without hiring an in-house team.
• Review Monthly Financial Performance
  Month-end financial statements and reports help customers review business performance and financial position.
• Monitor Financial And Operational Performance
  Dashboards provide regular visibility into financial and operational information across the business.
• Configure Reports Around Business Needs
  Clients can request configurable financial and operational reports tailored to the information they want to track.
• Maintain Organized Financial Records
  Transaction recording across sales, banking, payroll, inventory, and other specified bookkeeping items helps maintain organized financial records. Included services and data-entry frequency depend on the package.
• Reconcile Financial Activity
  Reconciliations across bank, card, gift card, store, intercompany, and royalty activity help keep financial records organized. Coverage varies by package.
• Review Finances With Expert Guidance
  Regular account manager reviews and package-dependent guidance give businesses support as they assess financial information and address difficult issues.
• Improve Business Processes
  Ongoing guidance and process insights support workflow improvement and operational optimization.
• Review Weekly COGS
  Weekly operations reporting on cost of goods sold helps customers review this aspect of business performance.
• Prepare Sales Tax Information
  Indevia prepares sales tax information for the client, who remains responsible for filing and payment.
• Track Outstanding Accounts
  Monthly aging reports help operators review outstanding vendor bills and incoming payments.
• Monitor Business Expenses
  Expense tracking helps operators keep financial activity visible.
• Organize Multi-Store Finances
  Chart-of-accounts conversion supports accounting setup, and store consolidation brings financial information together when applicable.
• Access Preferred Partner Pricing
  The Basic Monthly Accounting package offers preferred pricing for franchise partners.