What's new

FEATURED PODCAST
Listen to our third featured guest of the season, Nick Olson, founder of Sandwich Math. A former Jimmy John's franchisee himself, Nick founded Sandwich Math to empower other JJ franchisees through accounting and bookkeeping. Sandwich Math partnered with Ceterus late last year to bring a full accounting and benchmarked reporting solution to Jimmy John's franchisees.

FEATURED PODCAST
Listen to our third featured guest of the season, Nick Olson, founder of Sandwich Math. A former Jimmy John's franchisee himself, Nick founded Sandwich Math to empower other JJ franchisees through accounting and bookkeeping. Sandwich Math partnered with Ceterus late last year to bring a full accounting and benchmarked reporting solution to Jimmy John's franchisees.

What's new

FEATURED PODCAST

FEATURED PODCAST
Listen to our third featured guest of the season, Nick Olson, founder of Sandwich Math. A former Jimmy John's franchisee himself, Nick founded Sandwich Math to empower other JJ franchisees through accounting and bookkeeping. Sandwich Math partnered with Ceterus late last year to bring a full accounting and benchmarked reporting solution to Jimmy John's franchisees.
Listen to our third featured guest of the season, Nick Olson, founder of Sandwich Math. A former Jimmy John's franchisee himself, Nick founded Sandwich Math to empower other JJ franchisees through accounting and bookkeeping. Sandwich Math partnered with Ceterus late last year to bring a full accounting and benchmarked reporting solution to Jimmy John's franchisees.

What's new


FEATURED PODCAST
Listen to our third featured guest of the season, Nick Olson, founder of Sandwich Math. A former Jimmy John's franchisee himself, Nick founded Sandwich Math to empower other JJ franchisees through accounting and bookkeeping. Sandwich Math partnered with Ceterus late last year to bring a full accounting and benchmarked reporting solution to Jimmy John's franchisees.
FEATURED PODCAST

CPA Firm Onboarding Checklist
To help prepare for a smooth transition!

Firm Information



Primary Point of Contact for Integration and Recurring
Preferred Chart of Accounts
Firm Logo

Location Information




DBA Name
Legal Name
Location Address
Location Open Date

Access Information






QBO Access
Bank Login Information
Loan Login Information (If applicable)
POS Login Information (If applicable)
Payroll Login Information (If applicable)
Sales Tax Login Information (If applicable)

Accounting Processes




Revenue Allocation Procedures/Workpapers (If applicable)
Royalty Allocation Procedures/Workpapers (If applicable)
Payroll Allocation Procedures/Workpapers (If applicable)
Prior Month Workpapers per location (2 months)

Tips & Tricks


Setting up Third Party Credentials
G-Voice Access Email Setup