Smartbooks

$SMARF500 #501

CategoryFinancial Services

SubcategoryBusiness Financial Services

Founded2020

Completeness22/34 (65%)

Years in Business6

Began Franchising—

HQConcord, MA

Executives2

Links—

Main Phone—

Email—

FDD Issued—

Last UpdatedJul 17, 2026

FDDs2021 · 2021 🔒

Franchisor

Franchisees must use the Genie practice management software and SmartBooks IT system accounts provided by the franchisor. The Operations Manual, which is 28 pages long, and the Playbook are provided to franchisees for operational guidance.

Founder Level · $19/mo

Unlock the full Smartbooks scorecard

See Item 19 unit revenue, fees and startup cost, financial strength, unit growth, survival rates, the executive team, and the full FDD — plus every other brand on FranDeals.

Become a Founder — $19/mo

Founder pricing locks in for the first 250 members.

Inside the full scorecard

FranDeals Score

34-box data-completeness and quality rating

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Franchisee Health Score

Operator-side financial health signal

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Fees & Investment

Franchise fee, royalty, total startup cost (Items 5–7)

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Financial Strength & Stability

Current ratio, debt/equity, ROE, margins (Item 21)

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Item 19 — Financial Performance

Average unit revenue, revenue spread, payback

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Unit Count & Growth

Systemwide units and multi-year growth (Item 20)

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Outlet Trajectory

Openings, closures, survival & turnover rates

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Executive Team

Officers and directors (Item 2)

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Franchisee Roster

Current and former franchisee operators

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Litigation & Disclosures

Item 3 legal matters, Item 4 bankruptcy

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News & Peer Comparison

Recent signals and category benchmarks

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