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 Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
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?
*
Individual
Business (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?
*
Yes
No
Other
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?
*
Bookkeeping
Payroll
Tax Preperation
Advisory/Consulting
Clean-up Projects
QuickBooks Setup/Training
How many active paying clients do you currently have?
*
What software do you use in your current practice?
*
QuickBooks Online
QuickBooks Desktop
Xero
Gusto
Drake Tax
Other
Describe your current business (niche, client types, monthly revenue, etc.):
*
Operational Readiness
Are you operating solo, or do you have a team?
*
Solo
Small Team (1-3)
Growing Team (4+)
Do you already have a physical or virtual office location?
*
Virtual
Physical
Planning 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?
*
Yes
No
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 operator
Short-term grow & sell
Not 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 ready
I’m securing funds now
Not at this time
How soon are you looking to launch your location after approval?
*
Immediately
Within 30 days
Within 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?
*
Yes
No
Do you agree to represent the Stonewell® brand professionally and ethically, maintaining our reputation at all times?
*
Yes
No
Have you or your business ever been involved in a client dispute, lawsuit, or state board complaint?
*
Yes
No
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
Submit
Should be Empty: