How must a Ledgers franchisee serve every client?
Ledgers Franchise · 2025 FDDAnswer from 2025 FDD Document
Manager fulfills all your responsibilities under this Agreement. Delegation of tasks to a Business Manager does not reduce any liability that you may have under this Agreement. Furthermore, your Business Manager must sign an employment contract with you containing confidentiality requirements and, to the extent permitted by law, a covenant not to solicit customers or compete against you or us.
B. Client Service
Your Franchised Business must solicit Clients and utilize our engagement letter to offer Ledgers Products and Services. Your Franchised Business must serve every Client in a professional and respectful businesslike manner diligently fulfilling your obligations to them when they desire to purchase your goods or services. In providing services, you must prepare tax returns and conduct business in accordance with all federal, state, and local laws. You must follow all rules of the Internal Revenue Service and any state or local taxing authority. You must develop internal policies to ensure compliance. You must use commercially reasonable efforts to participate fully in all marketing programs offered by us.
C.
Source: Item 22 — CONTRACTS (FDD page 46)
What This Means (2025 FDD)
According to Ledgers' 2025 Franchise Disclosure Document, a franchisee must solicit clients and use the company's engagement letter to offer Ledgers products and services. The franchisee is obligated to serve every client in a professional, respectful, and businesslike manner, diligently fulfilling their obligations when clients want to purchase goods or services.
In providing services, the Ledgers franchisee must prepare tax returns and conduct business in accordance with all federal, state, and local laws. They must also follow all rules of the Internal Revenue Service and any state or local taxing authority, developing internal policies to ensure compliance.
Furthermore, the Ledgers franchisee must use commercially reasonable efforts to participate fully in all marketing programs offered by the company. They must also offer the products and services that Ledgers requires, as specified in the manual, and may not offer any other products and services through the franchise business without prior written consent. The franchisee must use commercially reasonable efforts to deliver all recommended services including advisory, compliance, recordkeeping and tax services to clients.