CPA Moms logo
Virtual accounting and tax services

Investment

$35,714

Initial Franchise Fee

$33,000 - $40,750

Units

7

Growth Rate

+0.0%

Overview About Investment Territories Support Operations Ranking History

Overview

Industry Financial Services
Founded 2020
Franchising Since 2020
Parent Company Makana Brands LLC
Leadership Mayumi Young, Founder/CEO
# of Employees at HQ 6

Units and Growth Chart

About CPA Moms

CPA Moms was founded by Mayumi Young in 2020 when Young found her passion for entrepreneurship. As an accountant by trade, Young utilized her education and knowledge to foster growth for small businesses through their accounting practices. 

A CPA Moms franchise may offer a wide range of financial consultative services to entrepreneurs in real estate, construction, financing, and more. More than anything, CPA Moms strives to provide entrepreneurs with the courage to reach for the stars and be confident in their ability to change their world.

Since beginning to franchise in 2020, CPA Moms has opened several franchises in the United States. It is actively seeking to expand its reach further.

Why You May Want To Start a CPA Moms Franchise

If you are starting to grow your CPA firm or an accountant ready to get your feathers wet in the field of CPA, opening a CPA Moms franchise may be the right fit for you. Additionally, if you are a man who fits this description, you too can become a franchisee if your firm will hire a mom as a CPA and abide by the franchise rules and culture of being family-centered.

Opening a CPA Moms franchise may offer a more predictable outcome than investing in a completely new brand that could struggle to thrive in an already crowded and competitive industry.

What Might Make a CPA Moms Franchise a Good Choice?

A CPA Moms franchise includes lead generation in its startup package for franchisees. Franchisees are taught business skills like marketing education, technology optimization, and using your teams to the best of their ability. Young founded CPA Moms to correct the "four core challenges that mompreneurs in the making deal with–not enough time, not enough support, not enough quality clients, and not enough confidence."

To be part of the CPA Moms franchise team, you should make sure you're financially ready for an initial investment made up of a franchise fee and other startup costs. In addition, you should prepare yourself for ongoing fees that will include royalty fees and renewal fees.

How To Open a CPA Moms Franchise

As you decide if opening a CPA Moms franchise is the right move for you, make sure you take time to explore the opportunity. Research the brand and your local area to see if a CPA Moms franchise would do well in your community. While competition is healthy, too much of it may not allow for the most possible growth.

Before making any financial commitment or signing an agreement with CPA Moms, you must perform your due diligence and establish if this is the right opportunity for you. As part of your due diligence, you may want to speak to existing franchisees and ask the CPA Moms franchising team questions. 

If awarded a franchise, franchisees receive a great deal of support from the CPA Moms brand throughout the franchising process. In addition to pre-opening training, franchisees receive support through brand awareness, marketing, and customer research.

Investment Details

Initial Franchise Fee $33,000 - $40,750
Initial Investment $35,714 - $51,917
Net Worth Requirement
Cash Requirement
Royalty Fee 10%
Ad Royalty Fee 0
Technology Fee $595/mo.
Term of Agreement 5 years
Is Franchise Term Renewable? Yes
Financing Third Party
Veterans Incentive N/A

Available Territories

Franchising opportunities available in the following regions

Training & Support Programs

Comprehensive training and ongoing support to help you succeed

Training

On the Job Training
Classroom Training 50 hours

Ongoing Support

Newsletter
Meetings & Conventions
Toll-Free Line
Grand Opening
Online Support
Security & Safety Procedures
Proprietary Software
Franchisee Intranet Platform

Marketing Support

Co-op Advertising
Ad Templates
National Media
Regional Advertising
Social Media
SEO
Website Development
Email Marketing

Operations & Requirements

Key operational details and requirements for running this franchise

Is absentee ownership allowed? No
Can this franchise be run from home/mobile unit? Yes
Can this franchise be run part time? Yes
# of employees required to run 0
Are exclusive territories available? No

Ranking History

CPA Moms performance in the Franchise rankings over recent years

No data available at this time.

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Disclaimer
The information on this page is not intended as an endorsement or recommendation of any particular franchise or business opportunity by Entrepreneur Media. Our listings and rankings are solely research tools you can use to compare opportunities. Entrepreneur stresses that you should always conduct your own independent investigation before investing in a franchise or business opportunity. That should include reviewing the company's legal documents, consulting with an attorney and an accountant, and talking to former and current franchisees/licensees/dealers.
Updated: December 12th, 2022