JJ Franchise Packages
Data Import
Only
(13
periods per
calendar
year)
(Requires online anywhere QuickBooks
Access-addt'l fees apply)
·
Data entry of Weekly Sales Sheet
information into hosted
QuickBooks
o
Data entered by shift and by category
mirroring the WSR
Base Package
(13 periods per calendar year)
(Requires online anywhere QuickBooks
Access-addt'l fees apply)
·
Data entry of Weekly Sales Sheet
information into hosted
QuickBooks
·
Weekly Inventory and COS adjustments per
Gross Sales Sheet
·
Reconciliation of two bank/credit card accounts
(fee for addt’l accounts)
·
Reconciliation of Merchant accounts
(including Olo/DoorDash & Uber
Eats)
·
Reconciliation of Gift Card
account
·
Completion and submission of twice yearly Jimmy
John’s corporate reports
·
Journal Entry for Payroll -
addt’l fee for payroll checks drawn off company bank account
Silver Package
(13 periods per calendar year)
Includes above
plus…
·
Reconciliation of Weekly Packet with error report
including…
o
Verification of bank deposits and tax
exempt slips and detailed cash payouts
entry
·
Data entry of company expenses from
invoices and/or receipts
·
House account management
(plus $2.25 per invoice mailed)
·
Standard Period Financial Reports (P&L,
YTD P&L and Balance Sheet)
Platinum Package
(13 periods per calendar
year)
Includes above
plus…
·
Reconciliation of Weekly Packet with error report
including …
o
Audit checks on Cashier reports/z‐tapes,
over‐rings, employee & manager meals,
promos, sampling, and waste.
ADD ONS
Monthly Sales & Use Tax accrual and filing
Accounts Payable/1099 Mgmt