Stonewell® Franchise Application

Stonewell® Franchise Application

This application is required to be considered for ownership of a Stonewell® Franchise. Stonewell does not perform bookkeeping or tax services on your behalf—you are responsible for all service delivery under your franchise territory. This is a licensed brand program with brand standards, a yearly franchise fee, and a 10% royalty on gross revenue.
Franchisee Details:
Full Name*

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
E-mail*
example@example.com
LinkedIn or Business Website*
What city and state will you operate in?*
Are you applying as an individual or through a business entity?*

IndividualBusiness (LLC, Corp, etc.)
Ownership Type:
Which franchise model are you applying for? (Single choice required)*

Owner-Operated (You run the business day-to-day)White Label Partnership (Stonewell® Performs The Services) {Different Application}
Background & Experience:
Tell us about your professional background.*
Do you have any experience in bookkeeping, finance, or entrepreneurship?*

YesNoOther
Do you currently own any businesses? If yes, please list them.*
Do you currently offer any of the following services under your own business or as a contractor?*

BookkeepingPayrollTax PreperationAdvisory/ConsultingClean-up ProjectsQuickBooks Setup/Training
How many active paying clients do you currently have?*
What software do you use in your current practice?*

QuickBooks OnlineQuickBooks DesktopXeroGustoDrake TaxOther
Describe your current business (niche, client types, monthly revenue, etc.):*
Operational Readiness
Are you operating solo, or do you have a team?*

SoloSmall Team (1-3)Growing Team (4+)
Do you already have a physical or virtual office location?*

VirtualPhysicalPlanning to establish one
What are your business hours and availability for client communication?*
Are you prepared to follow Stonewell® brand guidelines, onboarding SOPs, and sales/marketing protocols?*

YesNo
Goals & Vision
Why do you want to join the Stonewell® brand?*
What is your 12-month revenue goal under this franchise?*
Are you aiming to build and exit this business in the future, or operate it long-term?*

Long-term operatorShort-term grow & sellNot sure yet
How many clients would you ideally onboard in your first 90 days?*
Financial Readiness:
The Stonewell® Franchise requires a $15,000 yearly franchise fee and 10% royalty on gross receipts. Are you financially ready to move forward within 7 business days if approved?*

Yes, I am readyI’m securing funds nowNot at this time
How soon are you looking to launch your location after approval?*

ImmediatelyWithin 30 daysWithin 60–90 days
What is your approximate net worth?*

Under $50,000$50,000–$150,000$150,000–$500,000$500,000+
Territory Preferences:
What city or metro area are you interested in operating your Stonewell® franchise?*
Are you currently living in or familiar with this area?*
Legal & Compliance:
Have you ever filed for bankruptcy or been convicted of a felony?*

YesNo
Do you agree to represent the Stonewell® brand professionally and ethically, maintaining our reputation at all times?*

YesNo
Have you or your business ever been involved in a client dispute, lawsuit, or state board complaint?*

YesNo
Additional:
What makes you the right fit for the Stonewell® Franchise network?*
Do you have any questions or concerns about the franchise model?*
Do you agree to Stonewell's Franchise Terms & Conditions, NDA, and Non-Compete Agreement?*

Yes
Should be Empty:

Stonewell® Franchise Application

Ownership Type:

Background & Experience:

Operational Readiness

Goals & Vision

Financial Readiness:

Territory Preferences:

Legal & Compliance:

Additional: