Accounting for McDonald's® Owner-Operators Since 1975

Access specialist Accounting, Tax, Advisory, Wealth, Finance and Estate Planning services for McDonald's® Owner-Operators.

Discover why McDonald's® Owner-Operators are choosing to partner with Kelly+Partners Accountants.

McDonald's® Owner-Operators

As a proud member of the National Franchise Consultants and Accountants (NFCA) network, Kelly+Partners supports Owner-Operators of 700+ McDonald’s® restaurants across the Southeastern U.S. With over 50 years of experience, we’ve helped McDonald’s® Owner-Operators achieve both personal and business success through specialised accounting and advisory services.

Choosing a CPA that understands the McDonald’s® system delivers long-term value. Our proven Financial Progress System™ offers a tailored, integrated approach — from understanding your current financial position, to building a strategy, and tracking progress — all to help you achieve lasting financial goals.

At Kelly+Partners, our mission is to make you Better Off — helping you live a healthier, wealthier, and wiser life.

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McDonald’s® Specialist Services

Accounting for Owner-Operators

We handle financial transactions, accruals, and bank reconciliations and electronically send your P&L statements to McDonald’s® Corporation.

Ratio Analysis

We review your NFS ratios to assess their impact on cash flow and debt, providing tailored advice to help you achieve your financial goals.

Restaurant Valuations

Buying or selling a restaurant? Our experienced team provides expert valuation and strategic advice for every stage of your business and life.

Cash Flow Projections

We review the numbers with you, guide you in your decision-making process, and provide accurate forecasts to help you plan for the future.

Tax Planning

Minimize your tax liability with personalized, year-round advice. We help you manage your business and taxes effectively.

Next Gen Financial Training

Our financial experts can provide your team with bespoke financial skills and accounting training to upskill and develop

Technology Selection

We offer technology planning and software selection to minimize paper and enhance communication while gathering financial data.

Succession Planning

We provide estate and gift planning, retirement and compensation planning, personal and family financial strategies, next-generation planning.

CLIENT TESTIMONIALS

Don't just take our word for it

Watch what other McDonald's Owner-Operators say about us.

Ricky Wade (1)
Ricky Wade

"Being with Kelly+Partners as my accountants is probably one of the best things I ever did because they keep me solvent."

Ricky Wade
Alan and Grace Rhine
Alan & Grace Rhine

“We recommend Kelly+Partners to anybody and everybody, we couldn’t do what we do and be successful without their support.”

Alan & Grace Rhine
Lanny Sumpter
Lanny Sumpter

“Many times when I couldn’t see the deal being worth doing, my accountant saw it was worth doing. Turns out they were right.”

Lanny Sumpter
Mike Yontz
Mike Yontz

"I can go to them, and I know that if I don’t know something, I can ask them, and they have my back. They’ve made a tangible impact."

Mike Yontz
Joel & Linda Pelicci
Joel & Linda Pelicci

"They’re extremely competent and they know the McDonald’s business. They’ve always advised us extremely well."

Joel & Linda Pelicci
Frank Chalfont
Frank Chalfont

"The advice we've been given has been very tangible. It's helped us as a company grow."

Frank Chalfont
James Marchant
James Marchant

"Working with an approved accounting firm with McDonald’s means that they understand our business as much as we do."

James Marchant

McDonald's® Specialist

California
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Jim Howard
Senior Partner
CPA, MBA

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Ryan Howard
Partner
CPA

Sheila Berman-mcdonalds-specialists

Sheila Berman
Partner
BS, Business Administration

Florida
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Martha Ford
Senior Partner
MAcc, BS 

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Ana Herron
Senior Partner
BA, Accounting

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Craig Kessler
Partner
CPA, MSA

North Carolina
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Joan Gibbons
Senior Partner
BA, Accounting

Download: McDonald's® Franchisee Magazine

Discover why McDonald’s® Owner-Operators are choosing to partner with Kelly+Partners.

 

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