Industries
Your Business Isn’t Generic. Your Operations Shouldn’t Be Either.
We provide specialized financial and operational infrastructure for Franchises, E-commerce Brands, and High-Ticket Creators.
A standard “Virtual Assistant” or “General Bookkeeper” uses the same checklist for a coffee shop as they do for an online course creator. This is a mistake.
At Automation for Balance we don’t guess. We bring pre-built frameworks, specialized chart of accounts, and industry-specific automation logic to your business. Stop explaining your business model to your team. Hire a partner who already speaks your language.
Choose Your Path
01
Service-Based Franchises & Multi-Unit
The Challenge: You are juggling 3+ Quickbooks files, inter-company transfers, and payroll for multiple teams. You don’t have a clear view of which location is truly profitable. The Solution: We act as your Fractional Controller.
- Consolidated Reporting: One dashboard for all locations.
- Standardized SOPs: Ensure the Groomer in Location A follows the same process as Location B.
- Royalty & Fee Tracking: Audit-proof calculations for franchisors.
- Tech Stack: Fathom, QBO Advanced, Gusto, Dext.
02
E-commerce & Retail
The Challenge: Your bank account says one thing, but your inventory costs say another. You are drowning in platform fees, sales tax nexus issues, and return management. The Solution: We act as your Profit Partner.
- True Margin Analysis: We calculate COGS, Ad Spend, and Shipping to show Net Profit per SKU.
- Inventory Reconciliation: Matching your warehouse data to your financial books.
- Sales Channel Splitting: Separating Amazon income from Shopify income for clarity.
- Tech Stack: A2X, Shopify, Xero/QBO, Inventory Planners.
03
Wellness Coaches & Educators
The Challenge: You have freedom, but your back office is chaos. You are manually onboarding clients, chasing payments, and trying to build a community on “rented land” (social media). The Solution: We act as your Online Business Manager (OBM).
- Zero-Touch Onboarding: Contracts, invoices, and welcome emails sent automatically.
- Community Tech: Building custom portals (Circle/Skool) to own your audience.
- Launch Support: Managing the tech stack during high-pressure launches.
- Tech Stack: Stripe, GoHighLevel, Circle, Zapier.
Different Industries. One Standard of Excellence.
How we apply our “Audit-Build-Scale” framework to every client.
Even though a Franchise needs different reports than a Coach, the path to order is the same.
The Audit (The Truth):
We dive into your historical data. We find the “lost money”—whether it’s untracked inventory (E-com) or missed recurring billings (Franchise).
The Build (The System):
We implement the systems. This might mean migrating you to QuickBooks Online Advanced, setting up your Franchise dashboard, or building your automation in Make.com.
The Scale (The Handover):
Once the systems are built, we stay on as your Fractional Controller and Operations Partner. You get monthly reports, quarterly strategy calls, and continuous system optimization.