Real-Time Visibility. Strategic Leadership.
CFO Services & Financial Due Diligence Designed for Multi-Unit Franchises
CFO Services That Drive Growth and Financial Clarity
Managing multiple franchise locations means juggling complex financial reporting, KPIs, and strategic decisions. Our CFO services deliver expert oversight, customized dashboards, and key financial insights so you can lead with confidence.
Whether planning franchise expansions or preparing for acquisitions, our thorough financial due diligence uncovers risks and opportunities to guide your best moves.
Partner with Hildreth & Puga CPAs for CPA-led financial leadership that supports your franchise’s sustained success.
What Our CFO Services & Financial Due Diligence Include
Managing the financial health of a multi-unit franchise demands clear insights and strategic oversight. Our CFO services and financial due diligence provide you with trusted expertise, actionable data, and thorough analysis—helping you make confident decisions that drive growth, reduce risk, and prepare you for every opportunity ahead.
CFO & Reporting Services
Financial Due Diligence
Client Success Story:
Confident Expansion Backed by Expert CFO Services
“When we looked to acquire new franchise units, we needed more than just numbers — we needed a strategic partner. Hildreth & Puga CPAs CFO services gave us clear KPIs and reporting dashboards that highlight our business’s performance in real time. Their financial due diligence uncovered risks we hadn’t spotted, letting us negotiate with confidence and avoid costly surprises.”
— L.W., Multi-Unit Franchise Owner
Free Bookkeeping Diagnostic Review For Multi-Unit Franchise Operators
Wondering if your bookkeeping is costing you time or money? Our complimentary diagnostic review takes a close look at your most recent financials to spot inefficiencies, gaps, or errors; before you commit to ongoing services.
This no-obligation review is designed exclusively for multi-unit franchise owners with $500K+ in annual revenue, giving you clear feedback to improve your financial operations and boost your bottom line.
Ready to Get CFO-Driven Financial Insight?
Submit the form below and let us know how we can help you achieve your franchise’s bookkeeping, tax, and advisory goals. Whether you’re managing multiple locations or planning for growth, our licensed CPAs are here to provide personalized support.
Get Your Free Franchise Bookkeeping Toolkit
Take control of your franchise finances with our free toolkit. Inside, you’ll find a monthly close checklist, a list of tasks to delegate, and practical tips for managing multiple locations more efficiently.
Licensed CPAs Delivering Strategic CFO Advisory and Due Diligence Expertise
Licenses, experience, and a client-first mindset distinguish Aulston and Cory at Hildreth & Puga CPAs. Aulston’s expertise centers on franchise accounting and CFO advisory, helping you gain clarity on your finances. Cory’s tax leadership experience ensures your business benefits from smart planning and compliance. Together, they deliver practical solutions and hands-on support to empower your franchise growth.
Who Is This For
Our CFO services and financial due diligence support multi-unit franchise owners, especially in highly competitive sectors like quick-service restaurants. If you’re preparing for acquisitions, partner transitions, or rapid growth and need clear financial insights and risk management, this service is built for you.
Cut Through the Noise, Drive Your Franchise Forward
Financials don’t have to be a headache. With Hildreth & Puga CPAs CFO services and due diligence, you get straightforward insights and sharp strategies that help your franchise grow confidently. Ready to take control and lead with clarity?
The Four Steps To Financial Clarity And Franchise Success
01 Discovery Call
We learn about your franchise and your goals.
02 Review & Proposal
We analyze your books and outline a plan.
03 Clean-Up & Setup
We fix discrepancies and align your systems.
04 Proactive Guidance
Get year-round CPA support and insights as your franchise grows.
Technology That Powers Franchise CFO Services
We use industry-leading platforms like QuickBooks Online/Desktop, Restaurant365, Drake Tax, and Truss to aggregate your financial, tax, and operational data. This technology delivers real-time dashboards and comprehensive reports that simplify the complexities of multi-location franchise finance.
Based In Las Vegas, Supporting Franchise Owners Across the U.S.
Located In:
Las Vegas, Nevada, 89138
Slice Through Complexity, Serve Up Growth
Financial decisions don’t have to be guesswork. Our CFO services and financial due diligence cut through the clutter to give you clear, actionable insights. Whether you’re expanding your franchise or navigating partner deals, we turn financial chaos into confidence.
FAQ’s
Who leads the CFO and due diligence services at Hildreth & Puga CPAs?
Our CPA-led team is spearheaded by licensed accountants Aulston Hildreth and Cory Puga. Learn more about their expertise and our firm on the About Us page.
How do I schedule a consultation for CFO or due diligence services?
Booking a free consultation is simple via our Book A Call page. We’ll discuss your specific franchise’s financial goals and challenges.
What’s the best way to contact your team for ongoing CFO or due diligence support?
Reach out anytime through our Contact Us page. We prioritize prompt, clear communication to support your business needs.
Do you offer bookkeeping and payroll services that complement CFO work?
Yes, we provide expert Bookkeeping & Payroll Services specialized for multi-unit franchises.
Are there resources available to help me with basic bookkeeping?
We offer a Franchise Bookkeeping Toolkit tailored for franchise operators managing multiple locations.
What CFO and due diligence services do you provide for franchise owners?
Our CFO Services & Financial Due Diligence include KPI tracking, strategic financial oversight, customized dashboards, and thorough financial reviews to help you manage expansions, partner buy-ins, and acquisitions confidently.
Can you assist with tax-related matters alongside CFO services?
Absolutely. We offer expert Tax Preparation & Planning services that complement our CFO advisory to keep your franchise tax-efficient and compliant.
Do you provide business advisory and structuring guidance?
Yes, our Business Structure & Advisory team works closely with franchise owners to optimize tax-effective structures and business strategies.
Is a free review available to assess my franchise’s bookkeeping and financial processes?
Yes, you can request a no-cost Free Bookkeeping Diagnostic Review for Multi-Unit Franchise Operators to uncover improvement opportunities for your financial systems.
Blogs
Restaurant Bookkeeping Services: Navigating Seasonality In Your Business
Running a restaurant requires more than exceptional food and service, it requires careful financial planning and management. For many restaurants, seasonality plays a significant role
Bookkeeping For Restaurants: Preventing Cash Leaks Before They Happen
Running a restaurant, especially a multi-unit franchise, means juggling many responsibilities. One critical aspect that often gets overlooked is bookkeeping for restaurants. Without careful tracking