Strategic alliance Opportunity to leverage the Aug 2024 partnership between Kelly Partners Group and FRSCPA to offer integrated accounting, tax, and advisory services to McDonald’s owner-operators, franchisors, and related franchise ecosystems in the U.S.

Franchise specialization Target potential clients in franchising and multi-unit operators beyond McDonald’s, including professional services, dental and physician practices, and restaurants, leveraging existing expertise in franchise and owner-operator needs.

Growth and scale With a revenue range of $25M–$50M and a modest-sized team, there is an opportunity to upsell higher-value services such as audits of employee benefit plans, advisory for growth, and scalable cloud-based accounting packages to mid-market franchise networks.

Tech-enabled services Promote efficiency and data-driven insights by highlighting the current tech stack (Microsoft 365, Gravity Forms, HTTP/3, etc.) and positioning as a modern, secure firm capable of delivering remote or distributed accounting, tax, and audit services to franchise clients.

Growth channels Capitalize on the niche focus on McDonald’s owner-operators and franchises to pursue referrals through franchise associations, supplier networks, and co-marketing with Kelly Partners Group, expanding to non-profit and professional services segments with tailored offerings.