A Trusted Partner Since 2003
Client Segments
Client Segments We Serve
Focused Expertise. Flexible Support.
We specialize in the financial needs of various organizations—growing, mission-driven, and professional.
At Franklin Management, we focus on the client segments where our experience delivers the most value. Whether you’re launching a startup, managing a non-profit, running a law firm, or growing a small business, we provide the financial clarity, systems, and long-term partnership to help you thrive.
Startup & Tech Companies
Laying the right foundation from day one
Small Businesses
Reliable support for growing operations
Non-profit Organizations
Mission-first financial management
Law Firms
Financial systems that support your practice
Contractors & Trades
Financial systems built for hands-on businesses
Restaurants and Food Services
Accounting that keeps your kitchen running smoothly
Startup & Tech Companies
Laying the right foundation from day one
Startups face a flood of decisions early on—from choosing the right entity to setting up accounting systems and preparing for funding. We help founders avoid costly missteps and build a financial infrastructure that supports growth.
Common Challenges:
- Confusion around entity selection and tax implications
- Inadequate accounting systems or DIY bookkeeping
- Missed sales tax registrations or payroll compliance
- Difficulty preparing financials for investors or lenders
How We Help:
- Part-time CFO support for growth planning
- Entity selection and tax strategy
- QuickBooks, Xero, or NetSuite setup and training
- Sales tax and payroll compliance
- Monthly bookkeeping and financial reporting
- Loan and venture capital package preparation
Ready to build your business on a solid financial foundation?
Let’s set you up with the right systems, structure, and support from day one.
Small Businesses
Reliable support for growing operations
Small business owners wear many hats—and accounting often gets pushed to the bottom of the list. We help you stay compliant, improve cash flow, and make smarter decisions with clean books and clear reports.
Common Challenges We Solve:
- Underpricing services and not understanding margins
- Misclassifying contractors vs. employees
- Falling behind on tax filings or payroll
- Outgrowing basic accounting systems
How We Help:
- Bookkeeping, payroll, and sales tax filing
- Financial statement preparation and analysis
- Budgeting and forecasting
- Job costing and time-tracking support
- Internal controls and fraud prevention
- Strategic advisory and profit planning
Tired of second-guessing your numbers?
Let’s clean up your books, streamline your systems, and give you the clarity to grow.
Nonprofit Organizations
Mission-first financial management
Nonprofits face unique accounting challenges—from fund tracking to board reporting. We understand the rules, the systems, and the importance of transparency. Our team helps you stay compliant and focused on your mission.
Common Challenges:
- Using for-profit accounting systems that don’t track funds properly
- Difficulty preparing board-ready reports or grant budgets
- Mismanagement of restricted funds or donor tracking
- Incomplete or late Form 990 filing
How We Help:
- Fund accounting and nonprofit-specific software setup
- Donor and grant tracking
- Budgeting and board-ready financial reports
- Payroll and tax compliance
- IRS Form 990 preparation
- Part-time CFO and board advisory support
Your mission deserves financial clarity.
Let’s make sure your accounting supports your goals, your board, and your donors.
Law Firms
Financial systems that support your practice
We support solo attorneys and small-to-mid-sized law firms with accounting systems that track trust accounts, manage billable hours, and ensure compliance. Whether you’re just starting out or scaling your practice, we help you stay organized and profitable
Common Challenges We Solve:
- Mishandling of IOLTA trust accounts
- Lack of integration between time tracking and billing
- Inconsistent cash flow and unclear profitability
- Poor visibility into overhead and partner compensation
How We Help:
- Trust accounting and IOLTA compliance
- Time-tracking and billing system integration
- Bookkeeping and financial reporting
- Payroll and tax filings
- Profitability analysis and budgeting
- QuickBooks and legal software support
Need better visibility into your practice’s finances?
We’ll help you manage trust accounts, track billable hours, and stay compliant.
Contractors & Trades
Financial systems built for hands-on businesses
Contractors and tradespeople face complex financial demands—from job costing and payroll to managing seasonal cash flow and compliance. We help construction businesses stay organized, profitable, and prepared for growth.
Common Challenges We Solve:
- Inaccurate job costing and unclear project profitability
- Disorganized invoicing and delayed collections
- Misclassified workers and payroll compliance issues
- Poor visibility into cash flow and equipment costsIncomplete or late Form 990 filing
How We Help:
- Job costing setup and project-based reporting
- Payroll coordination and contractor compliance
- Invoicing, bill pay, and cash flow forecasting
- Equipment tracking and fixed asset management
- Budgeting and profitability analysis
- QuickBooks and field service software integration
Need help keeping your projects profitable and your books clean?
Let’s build a financial system that works as hard as you do.
Restaurants and Food Services
Accounting that keeps your kitchen running smoothly
Restaurants operate on tight margins and fast-moving operations. We help owners stay on top of payroll, inventory, vendor payments, and daily cash flow—so you can focus on serving your customers.
Common Challenges We Solve:
- Inconsistent cash flow and unclear daily sales tracking
- Payroll and tip reporting errors
- Vendor payment delays and inventory mismanagement
- Lack of financial visibility across locations or shift
How We Help:
- Daily sales reconciliation and cash flow tracking
- Payroll setup with tip compliance and reporting
- Vendor bill pay and inventory cost tracking
- Budgeting and profit margin analysis
- POS system integration with accounting software
- Advisory support for expansion and cost control
Want more clarity behind the counter?
We’ll help you manage the numbers so you can focus on the food.
Contact Franklin Management Systems, Inc.
San Francisco Bay/Pleasanton
(925) 484-0620
1807H Santa Rita Road, Suite 225
Pleasanton, CA 94566
Boston
(617) 325-2600
675 VFW Parkway, Suite #180
Chestnut Hill, MA 02467
