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McDonald's Franchisees

Dan Jefferson Tax and Financial Consulting, Inc. is an independently owned and managed financial consulting firm serving primarily the McDonald’s owner/operator community for over thirty (30) years.

We understand McDonald’s and currently eighty-two percent (97%) of our owner/operator clients meet the McDonald’s National Franchising Standards (NFS) for growth and rewrite. These owner/operators meet the cash flow coverage ratio requirement, the liability turnover requirement, the net equity requirement and the reporting requirement provisions of their franchise agreement with the McDonald’s Corporation. We work closely with our owner/operator clients in maintaining their eligibility status and/or to make the necessary corrections to become eligible for growth and rewrite.

The firm currently works with McDonald’s owner/operators throughout the country. The firm also serves as financial consultants for the North Texas Advertising Association (Dallas Co-Op) and the Ronald McDonald’s House Charities of North Texas

The success of our practice depends on the success of our owner/operator clients. Therefore we emphasize open communication, personal attention, and genuine care for each of our clients. We are accepting new clients and will be happy to discuss our services and related fees. (A reference listing of McDonald’s owner/operator clients is available upon request.)

In addition to financial reporting and consulting, the firm also offers the following services to its McDonald’s owner/operator clients:

  • Restaurant Evaluation Services
  • Tax Compliance
  • Financial and Tax Planning
  • Entity Structure Consulting
  • Payroll Processing
  • Vendor Bill Paying Services
  • Retirement Planning
  • Record Retention

Owner/Operators are too busy to tie financial results of their business to meeting their ultimate financial goals. Our primary objective is to help our owner/operator clients understand the meaning of complex financial data; as to the financial messages that are being communicated through financial reporting, and how such data can be used in managing the financial affairs of their McDonald’s restaurants on a daily basis. The firm believes that timely financial reporting is critical to the successful management of the owner/operator’s business. Therefore, we strive to provide our owner/operator clients with a maximum five (5) day turn-around time in processing their monthly financial statements. The quick turn-around also allows the owner/operator to comply with the financial reporting requirements of the McDonald’s Corporation.

If you'd like to learn more about this service, please contact us by using the form below:

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