BooXkeeping: Redefining Bookkeeping Through Innovation and Heart

Founded in 2011 by Max and Elena Emma, BooXkeeping started as a small operation in a garage and has since grown into a nationwide provider of outsourced bookkeeping services. Headquartered in Las Vegas, Nevada, the company began offering franchise opportunities in 2020.

BooXkeeping delivers a full range of bookkeeping services tailored to small and medium-sized businesses, including data entry, bank reconciliations, financial statement preparation, and payroll reporting. Unlike firms that provide tax services, BooXkeeping strategically positions itself as a support system for CPA firms, rather than a competitor.

What truly distinguishes BooXkeeping from other players in the industry is its dedication to combining professional bookkeeping expertise with personal client relationships.

Training

Booxkeeping provides a structured training framework to ensure franchisees and their designated personnel are fully prepared to operate the business in line with brand standards:

1. Initial Training – BooXkeeping University: This mandatory training is delivered remotely via live streaming and virtual sessions, covering technical subjects essential for service delivery. It must be completed by at least one Primary Owner or a designated management-level employee before any lead generation or service delivery begins.
2. Modular and Customizable Curriculum: The structure and content of BooXkeeping University may change over time, with modules added, modified, or removed. The training may include “live” sessions, online tutorials, or pre-recorded modules, and Booxkeeping can classify some portions as mandatory and others as optional.
3. Annual and Continuing Education: Franchise Operators may be required to attend up to three days of mandatory continuing education annually. These may be delivered through classroom instruction, online formats, or at the company’s annual conference.

Territory Protection

Booxkeeping assigns franchisees a defined territory, typically structured around a population of no fewer than 500,000 residents and delineated using ZIP codes or county lines. However, this territory is not exclusive, and the franchisee does not receive a superior or exclusive right to perform services within that area.

Other franchisees and even Booxkeeping itself can offer services in the same or overlapping territory through various channels, including enterprise accounts and online services.

The Franchise Agreement clearly states that other Network Members may deliver authorized services to clients that operate within any given territory, including one already assigned to another franchisee.

Booxkeeping reserves the right to adjust territory boundaries upon renewal and limits franchisee claims of exclusivity to avoid legal obligations of non-competition. Therefore, while franchisees are granted a territory, they should expect potential overlap in service areas with other franchise operators.