Let’s Work Together
PTM Team keeps your books clean, then turns them into decisions. For 20 years we have helped franchise owners see what each location earns, where it leaks, and what to fix first.
A general bookkeeper can tell you what you spent. We tell you how each store is performing against what it should be doing, and what to change.
Royalties, ad fund contributions, franchisor reporting and point-of-sale data, handled the way your brand expects them.
Every monthly close comes with what changed, why it changed, and the one or two things worth acting on.
A profit and loss statement for each location plus a consolidated view, so multi-unit owners can compare stores side by side.
Reconciled accounts and clean financial statements for every store, every month.
One consolidated picture across all of your locations, with every store ranked.
Behind on your books, or inherited a mess? We bring prior periods current.
Twenty years of franchise experience applied to your numbers, with a plan you can act on.
Not sure which fits? Tell us how many locations you run and where the books stand today, and we will recommend a starting point.
Get a recommendationWe watch them every month for every store, measure them against your targets, and tell you when one moves.
Cost of goods plus labor, the largest controllable share of every sales dollar.
Payroll as a share of sales, compared across locations and against target.
What you paid the franchisor, checked against what you actually owed.
Each location against its own history, so growth and decline show up early.
Cash on hand against upcoming payroll, rent, debt payments and taxes.
The sales each store needs to cover its costs, updated as those costs change.
We talk through your locations, your brand's requirements and what you want to improve.
We look at where your books stand today and give you a clear scope and price.
Your accounts are reconciled and your statements delivered on a set date each month.
We walk you through the scorecard and agree on what to act on before next month.
"Managing books across multiple store locations used to be a constant headache with scattered payroll, conflicting reports, and end-of-month surprises. Working with PTM changed all that. They streamlined our store-level reporting, tightened up our cash flow tracking, and gave us total financial clarity across every location. I finally have time to focus on scaling operations instead of drowning in spreadsheets."
"What sets Stacey apart is their deep understanding of franchise-specific reporting, royalty structures, and multi-store financial logistics. They seamlessly align with our franchisor's requirements while protecting our profitability as independent owners. They aren't just bookkeepers—they are trusted operational partners."
"Keeping track of unit profitability, equipment overhead, and local tax compliance was overwhelming as we expanded. Kim came in and completely restructured our financial workflow. Their team doesn't just crunch numbers—they give us clear, actionable insights for our bottom line."
"When we launched our first franchise location, the franchisor provided great brand guidelines, but keeping day-to-day bookkeeping clean and audit-ready was up to us. Rachel stepped in from Day 1, setting up our chart of accounts and keeping every store line item organized."
PTM Team works with franchise owners and nothing else. Two decades of looking at franchise financials means we know what a healthy store looks like, where the usual problems hide, and which fixes pay off.
Tell us about your locations and we will set up a consultation. You will leave the call knowing where your books stand and what we would do first.