How Westside Pizza Saved $592K+ with Franchise Accounting Automation

Introduction

This case study explores how Satva Solutions improved Franchise Accounting Automation.

Westside Pizza struggled with financial reporting delays, reconciliation errors, and cash flow issues. We integrate the PoS system with QuickBooks Online for automation.

This ensured real-time data syncing, reduced manual work, and improved financial accuracy. With automation, franchisees focused on growth while maintaining compliance across all locations.

The Client

Westside Pizza, founded in 1996, is a franchise based in Boise, Idaho. It operates 36 locations across Washington, California, Idaho, Utah, and Texas.

The company generates approximately $7.4 million in revenue and has 145 employees. It is known for high-quality ingredients, prioritizes fresh dough, and offers premium meats. Since 2006, it has franchised, with investments ranging from $142,000 to $398,000.

They provide dine-in, delivery, and takeout services across multiple locations. Delivery is available through DoorDash and self-delivery in select areas.

President Rodney Nelson and Director Jeff Roberts lead the company’s expansion. Westside Pizza maintains strong franchisee support while growing its national presence.

The Challenges

Westside Pizza depends on accurate financial data to manage multiple locations. They track revenue and ensure financial accuracy across 36 operating locations. Issues arise without automatic daily syncing between their PoS and QuickBooks Online.

They face challenges in Franchise Accounting automation. Maintaining accurate records and timely financial reporting. They face several critical challenges:

• Delayed Financial Reporting: Outdated sales data can prevent timely and accurate financial insights.
• Cash Flow Inaccuracy: Irregular data transfers can cause mismatched cash flow reports and budgeting issues.
• Reconciliation Issues: Inconsistent sales data makes bank and sales reconciliation time-consuming and prone to errors.
• Tax and Compliance Risks: Incorrect or missing data can lead to inaccurate tax reporting and potential penalties.
• Operational Inefficiencies: Manual data entry increases labor costs and the risk of human error.
• Franchise-Level Visibility: Lack of real-time data limits the ability to track performance and identify issues at the franchise level.

As Mandy Wolf, I’ve spent 20 years covering the pizza industry. While researching Westside Pizza, I spoke with Jeff Roberts, Director of Development. He shared how they ensure consistency across their expanding franchise network.

Their system proactively tracks store performance and identifies potential issues early. Roberts explained it “pulls data together and spots stores needing help.” This allows their team to support franchisees and maintain high standards. Such a forward-thinking approach plays a key role in franchise success.

This would not have been possible without franchise financial operation automation.

The Solution: Franchise Accounting Automation

Satva Solutions analyzed Westside Pizza’s challenges and built a scalable franchise Accounting automation solution. Using Angular and Microsoft .NET technologies, the solution seamlessly integrates the Franchise PoS system with QuickBooks Online.

This enables automated data syncing and real-time financial reporting across all Multilocation franchises.

This ensures financial accuracy, better efficiency, and more intelligent decision-making for franchise owners of Pizza Franchise.

• Real-Time Sales and Performance Monitoring: Automatically syncing PoS data with QuickBooks Online ensures franchise owners and management have up-to-date insights into sales and performance across all locations.
• Proactive Problem Identification: The integration allows the proprietary software to identify underperforming stores quickly, enabling timely support and corrective action.
• Enhanced Coaching and Support: With accurate data, management can provide more effective coaching during scheduled evaluations and address issues before they escalate.
• Consistent Brand Standards: Regular data syncing supports quality control efforts by providing visibility into recipe adherence, temperature checks, and operational consistency.
• Improved Franchisee Reporting: Franchisees gain accurate, real-time financial and operational reports, empowering them to make better business decisions.
• Efficient Issue Resolution: Automated data flow between PoS and QuickBooks Online enables quicker follow-ups on sales discrepancies, customer feedback, and operational gaps.

Results

The integration of Westside Pizza’s PoS system with QuickBooks Online using Satva Solutions’ proprietary software has delivered measurable benefits in Franchise Accounting Automation.

1. Reduced Labor Costs:

   Automating data syncing and reconciliation reduced labor costs by approximately 10%, saving around $222,000 annually.

2. Increased Revenue:

   Improved customer satisfaction from better financial accuracy and reporting could increase revenue by ~$370,000 per year.

3. Operational Efficiency:

   Real-time data syncing and consolidated reporting have streamlined operations, reduced errors, and improved cash flow tracking.

4. Better Compliance and Security:

   Automated data handling has minimized inconsistencies and reduced the risk of penalties for compliance issues.

5. Improved Decision-Making:

   Centralized insights have enabled faster, data-driven decisions, boosting overall performance.

   This Franchise Accounting Automation solution ensures financial accuracy, efficiency, and scalability for multi-unit franchise businesses.

Total Estimated Financial Impact: ~$592,000+ annually

The integration has enhanced financial accuracy, improved efficiency and positioned Westside Pizza for sustained growth.

Bottom Line

Franchise Accounting Automation transformed Westside Pizza’s financial operations. By QuickBooks POS Integration, they eliminated manual errors, improved financial reporting, and enhanced cash flow accuracy.

This automation reduced labor costs, increased revenue, and ensured real-time financial insights. With streamlined accounting, franchisees can focus on growing their business while maintaining compliance and operational efficiency across all locations.