Loyalty Business Services
Business & Professional Services · Tax & Accounting
- Active units
- 1
- Royalty
- 0.0%
Franchised, year-end 2024
of weekly Net Sales
About Loyalty Business Services
LedgersUSA is a highly reputable brand specializing in tax, payroll, compliance, and advisory services. We take pride in offering a refreshing approach that is tailored to meet the unique needs of individual businesses, rather than employing a rigid, one-size-fits-all strategy. Our proven operating model promotes customer loyalty and empowers small businesses to manage their finances effectively, fostering growth and stability.
Whether you are starting a practice, looking to boost your business's growth, or planning for retirement, LedgersUSA has the expertise and solutions to guide you every step of the way. Our experienced team is dedicated to helping you increase revenue, enhance operations, and become a next-generation firm that offers high-value services. Through our affiliate and franchise programs, we provide opportunities for Certified Public Accountants, Enrolled Agents, and Tax Professionals to expand their businesses and achieve remarkable success.
At LedgersUSA, we also prioritize the use of state-of-the-art technology. Our comprehensive Ledgers System offers a range of cutting-edge tools that enable you to scale your practice efficiently and economically. From client onboarding and financial document generation to tax return preparation and practice management, our web-based solution streamlines your operations and helps you stay ahead of the curve.
In addition, LedgersUSA offers an innovative Inbound Marketing Program that delivers qualified leads, allowing you to focus on engaging prospects and clients with confidence. With our growth-focused support and an array of services including tax, payroll, compliance, and advisory, LedgersUSA is your trusted partner for all business needs.
Contact us today to discover how LedgersUSA can help your business thrive and achieve remarkable success.
Key terms
- Franchise fee
$10k
- Limited incentive programs
Franchisor may offer, modify, or withdraw development incentives without notice
- Brand fund
0.0% of Net Sales
- Local advertising
0.0% of Net Sales
- Initial Area Representative Fee (Area Representative Territory)
$10k
- Veteran discount
10.0% off franchise fee — 10% discount to qualified veterans and first responders
Brand Percentile Rankings
Rankings compare brands in the same operating year. Fee and investment figures come from the FDD (2026 filing).
Growth
- Total locations3
Franchised units open at year-end
- New openings2
Gross new units opened during the calendar year
- 1-year unit growth rate200.0%
Net unit growth versus prior year
- 3-year unit CAGR73.2%
Compound annual growth rate of unit count over the trailing 3 years
- Unit growth ratio2.0×
Cumulative opens / closures through year-end
Unit economics
- Annual unit volume (Median)—
Per FDD Item 19 disclosure
- Annual unit volume (25th percentile)—
Per FDD Item 19 disclosure
- Annual unit volume (75th percentile)—
Per FDD Item 19 disclosure
- 1-year Median AUV growth rate—
Year-over-year change in median AUV
- Store-level EBITDA Margin—
Median unit-level EBITDA / AUV
Investment profile
- Estimated initial investment$235k
Midpoint of estimated initial investment range
↓ Lower is better - Time to open—
Midpoint of average time from agreement to opening
- Royalty rate—
Percent of net sales paid to the franchisor
- Sales-to-investment ratio—
Median AUV / estimated initial investment midpoint
- Cash-on-cash returns—
Median unit-level EBITDA / estimated initial investment midpoint. Steady-state estimate; year 1 returns will be lower as the unit ramps to median volumes.
Franchisee healthLocked
- Unit closure ratio
- Transfer vs. closure ratio
- Percent multi-unit franchisees
- Litigation rate
- EBITDA multiple on sales & transfers
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Location footprint
Showing 5 of 5 mapped locations
Sources
Financial and operating figures are sourced from the brand's Franchise Disclosure Documents. Brand percentile rankings are based on comparisons to other brands that include the same metrics in their Franchise Disclosure Documents.