Ledger

Chapter 06 · 2015-present

Fractional and Built Tools

Lis Consulting Group LLC

Principal

Industry

  • Restaurants and Franchising
  • Financial Services and Professional Services

Functions

  • Finance and Accounting
  • Systems, Technology and AI

Blueprint

Tools built for operators: finance, franchising, and the shop floor

Built for this chapter

Client finance platform: cash-basis books, 4-4-5, AP and AR
Client finance platform: cash-basis books, 4-4-5, AP and AR
Franchise application pipeline
Franchise application pipeline
FDD delivery tracking
FDD delivery tracking
2D plant plan with flow and area budget
2D plant plan with flow and area budget

Build notes

  1. Fractional finance and operations work for growing brands.
  2. Batch: client-facing P&L and custom accounting portfolios, chart of accounts, entity and fiscal calendar setup.
  3. Business valuations and attestation engagements.

Roadblocks cleared

The market had no tool for it.

ClearedBuild it: shop jigs and templates, or software and automation built with AI.

  • Certified Public Accountant
  • MBA, Finance
  • Certified Franchise Executive
  • Franchise Management Certification