Hi Trevor —
Portfolio is closed. Roll-up attached:
- Units closed: 12 of 12 (on time)
- Top unit: Ballantyne (+18%)
- Watch list: Rock Hill (labor %)
Want the unit-by-unit comparison before your Thursday ops call?
Clara Trewe · Chief BooXkeeping Officer · Today at 7:40am · Delivered March 5
One standard
Every unit migrated to the same chart of accounts in a single weekend.
One contact
A regional squad behind the scenes, one Chief BooXkeeping Officer in your inbox.
One roll-up
What used to eat a full week of your ops director's month now arrives finished.
- Clara Trewe · Chief BooXkeeping Officer — Runs a pod of four specialists, one per region. My single point of contact for twelve businesses.
- Chase Margin · Analyst — Multi-unit tax complexity across NC and SC. Same-minute replies. Same-format royalty reports, every unit.
- Cara Trust · Client Success Manager — Monthly portfolio review. All twelve units on one screen, ranked by the metrics I actually care about.
- Penny Balance · Bookkeeping Specialist — Owns the Carolinas reconciliation cycle. Same standards, same delivery date, no drift between units.
None of the three new units I opened this year required a finance hire. I've recommended BooXkeeping to four other multi-unit operators in my franchise network. Two have already signed.
I'm shopping a fourth region right now. The finance side isn't the constraint anymore.
Downstream effect
- 3 new units launched year-over-year, zero finance headcount added.
- 2 peer multi-unit operators signed through my referral.
- Ops director's monthly roll-up week is now a Monday afternoon.
- Fourth region in active evaluation. Finance is no longer a constraint.
I own 12 locations. One delivery date.Every month.
How Trevor Okafor, multi-unit franchisee of a national fitness brand across the Carolinas, standardized twelve sets of books without hiring a CFO.
I bought my first unit in 2017. I'm at twelve now.
I'm Trevor. I own twelve locations of a national fitness brand: eight in North Carolina, four in South Carolina.
Same brand. Same playbook. Very different books.
Twelve businesses. Twelve versions of the truth.
Every general manager handled the books their own way. QuickBooks files lived in twelve different instances. Delivery dates drifted: the 15th here, the end of the month there.
Rolling up P&Ls for the whole portfolio took my operations director a full week, every month. When I wanted to compare unit performance, I couldn't. Not cleanly.
I couldn't tell you which unit was my best unit. I could tell you who shouted the loudest.
BooXkeeping standardized twelve units in one weekend.
Same chart of accounts across every unit. Same KPIs. Same delivery date. Same Chief BooXkeeping Officer sitting above all twelve.
They migrated every file in a single weekend. Monday morning I had one system of record for a portfolio that had fought me for four years.
10-day onboarding. A single Zoom, a QuickBooks connection, and an hour gathering documents.
One point of contact. Twelve units. Zero finance hires.
A single point of contact for the whole portfolio, backed by a pod of regional specialists who know the brand inside-out.
The numbers. Specific ones.
"More time" is not a metric. These are.
Four peers in my network. Two already signed.
None of the three new units I opened this year required a finance hire. I've recommended BooXkeeping to four other multi-unit operators in my franchise network. Two have already signed.
I'm shopping a fourth region right now. The finance side isn't the constraint anymore.
Downstream effect
- 3 new units launched year-over-year, zero finance headcount added.
- 2 peer multi-unit operators signed through my referral.
- Ops director's monthly roll-up week is now a Monday afternoon.
- Fourth region in active evaluation. Finance is no longer a constraint.
Twelve books. One truth. Every month. That's the whole deal.