White Label Franchisee Application

Stonewell® White Label Partner Application

Becoming a Stonewell® White Label Partner means representing a national-caliber brand under your own name. This application helps us understand your background, capabilities, and fit. Please complete all sections thoroughly.
Partner 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
Business Name*
Business Website*
Are you applying as an individual or through a business entity?*

IndividualBusiness (LLC, Corp, etc.)
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.*
Have you ever sold professional services (consulting, marketing, legal, tax, etc.)?*

YesNo
What industries or niches do you currently have access to (via network, clients, experience)?*

Medical/HealthcareConstruction/ContractorsRetail or eCommerceReal EstateProfessional Services (law, consulting, coaching)Other
What professional skills do you bring to the table that would help you succeed in a white label model?*
Financial Readiness:
Are you financially ready to pay the franchise fee?*

Yes, I have the fundsNo, seeking financing
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+
Lead Generation & Client Acquisition:
Do you currently work in or serve business clients in any of the following areas?*

Tax PreperationBookkeeping ServicesPayroll ServicesBusiness CoachingFinancial ServicesOther
How do you plan to generate leads for your white label bookkeeping business?*

ReferralsPaid Ads (Facebook, Google, etc.)Business Networking / Chamber of CommerceCold OutreachWebsite / Organic SEONot Sure YetOther
Commitment & Readiness
The White Label Partnership requires a $15,000 setup fee and $150/month infrastructure fee. Are you financially prepared to move forward within the next 7 days if approved?*

Yes, funds are readyNo, but I’m actively securing fundsNot at this time
Will this be your full-time focus, or are you balancing other commitments?*
This model requires proactive client acquisition. Are you prepared to dedicate weekly time to business development?*

YesNo
Why are you interested in becoming a Stonewell® White Label Partner?*
Branding, Ownership, and Expectations
You will operate under your own brand name, with Stonewell® providing fulfillment behind the scenes. What name or brand will you use, if known?*
Describe your long-term vision. Are you building a side business, a scalable firm, or a company you’d like to eventually exit/sell?*
Are you comfortable with the following terms?
✅ You handle client acquisition
✅ Stonewell handles service delivery (bookkeeping, payroll, tax prep)
✅ Revenue is split 50/50
✅ You must comply with client privacy, ethical marketing, and brand usage standards
I understand & AgreeI have questions
Legal & Compliance:
Have you ever been involved in litigation, bankruptcy, or regulatory disputes related to business activities?*

YesNo
If yes, please explain:
Have you been affiliated with any financial crimes, misrepresentations, or brands that have been investigated by state or federal authorities?*

YesNo
Have you ever filed for bankruptcy or been convicted of a felony?*

YesNo
Do you understand this is a real business, not a passive investment, and requires active participation in generating clients?*

YesNo
Do you agree not to misrepresent the Stonewell® brand or make income guarantees to clients?*

YesNo
Are you committed to working under your own brand name, while Stonewell® fulfills services behind the scenes?*

YesNo
Additional:
Why do you believe you’re an ideal candidate to partner with Stonewell®?*
Is there anything else you’d like us to know about your background, goals, or expectations?*
Do you agree to Stonewell's Franchise Terms & Conditions, NDA, and Non-Compete Agreement?*

Yes
Should be Empty:

Stonewell® White Label Partner Application

Background & Experience:

Financial Readiness:

Lead Generation & Client Acquisition:

Commitment & Readiness

Branding, Ownership, and Expectations

Legal & Compliance:

Additional: