Qvinci Success Story

From Manual Reporting to Scalable Financial Visibility

How Woofie’s Uses Qvinci to Strengthen Franchisee Onboarding and Coaching

Lydia Best
— Vice President of Operations,
Woofie’s

Executive Summary

Rapid franchise growth creates opportunity, but it also exposes processes that were never designed to scale.

Woofie’s, a pet services franchise offering pet sitting, dog walking, and mobile dog grooming, became part of Authority Brands in 2022. From just two franchise locations that year, the brand grew to more than 80 locations by August of 2026.

As Woofie’s expanded, its existing financial reporting process became increasingly difficult to manage. Franchise owners manually submitted KPI reports, the operations team distributed those reports to franchise business coaches, and staff regularly followed up with owners for missing information.

By incorporating Qvinci into its franchisee onboarding and ongoing reporting process, Woofie’s created a more automated, repeatable approach to financial visibility. Today, its coaches have easier access to the information they need, financial reporting is part of the franchisee operating rhythm from the beginning, and the team spends more time using data to support owners rather than chasing it.

The Challenge: Rapid Growth Meets Manual Reporting

Woofie’s already had a strong KPI framework in place. The problem was the process required to collect and distribute the information.

As the brand expanded from two locations to more than 80 in a relatively short period, franchise owners were responsible for sending KPI reports to the corporate team. Lydia Best, VP of Operations at Woofie’s, then had to distribute them to the appropriate franchise business coaches.

The process created several challenges:

  • KPI reporting depended heavily on manual submissions
  • Staff regularly had to follow up with owners for missing reports
  • Owners did not always report information consistently
  • Coaches sometimes had to access QuickBooks separately for additional visibility
  • Administrative work consumed time that could otherwise be spent coaching franchisees

“The administrative process before was kind of getting in the way of the coaching process, and so now it makes the coaching process easier and happen much quicker.”

— Lydia Best
Vice President of Operations, Woofie’s

For a rapidly growing franchise brand, continuing to add administrative work each time another location opened was not a sustainable model.

Why Woofie’s Chose Qvinci

For Woofie’s, financial visibility is not something that should begin only after a franchisee encounters a problem.

Instead, the brand incorporates the financial component into the franchisee journey early, making Qvinci part of the process as new owners begin operating their businesses.

During onboarding, Woofie’s helps franchisees establish QuickBooks Online. Once an owner completes their first appointment and produces their first invoice, the team introduces Qvinci and begins establishing the reporting process. Franchisees learn where to access reporting, and financial reporting becomes part of the monthly operating rhythm rather than a process introduced later.

This approach gives both franchisees and coaches financial visibility earlier and helps Woofie’s establish consistent habits before manual processes become entrenched.

Key Reasons for Adoption

1. Automated Reporting Reduces Manual Work

Before Qvinci, Woofie’s operations team spent significant time requesting, receiving, and distributing KPI reports.

Qvinci changed that process by giving the team ongoing access to franchisee financial information and automating KPI reporting. Woofie’s also worked with Qvinci to develop non-financial KPI reporting tailored to the brand. Instead of relying entirely on an owner to submit a report before the coaching team can see what is happening, coaches have visibility within one centralized environment.

As Best put it, “We went from chasing reports to kind of having, you know, the data early.” That difference becomes increasingly important as a franchise brand grows, because every hour spent collecting information is an hour that cannot be spent helping owners improve their businesses.

2. Coaches Can Spend More Time Coaching

Early access to financial information gives Woofie’s franchise business coaches the ability to focus more quickly on performance. Rather than beginning a franchisee conversation by gathering information, coaches can begin by examining what the data is showing and determining where their attention is needed.

“It allows our franchise business coaches to work on the business right away and to coach right away, and not spend all of their time trying to get the data.” – Lydia Best 

That visibility is particularly valuable for coaches responsible for supporting multiple franchise locations. Qvinci helps turn financial information into a starting point for more focused conversations rather than another administrative responsibility.

3. KPI Scorecards Make Financial Information More Actionable

Franchise owners do not need to become accountants to make better business decisions. For Woofie’s, one of the advantages of Qvinci is the ability to make important financial and operational indicators easier for both franchisees and coaches to interpret.

Color-coded KPI reporting allows users to quickly identify which metrics appear to be on track and which warrant a closer look. Rather than overwhelming an owner with an entire financial statement, coaches can concentrate their conversations on the areas most deserving of attention.

Best explained, “This scorecard for us turns our conversations with our franchise owners into an agenda.” For the coaching team, that means less time deciding where to begin and more time diagnosing what’s driving a particular result.

4. Financial Data Becomes a Tool for Planning

Woofie’s also uses Qvinci to help franchisees look forward instead of relying exclusively on retrospective financial reports.

Qvinci’s Break-Even and What-If Analysis tools can support conversations about the decisions owners need to make as their businesses develop, including questions such as when it may make sense to invest in another grooming van.

Best describes the distinction simply: “I always say that the Break-Even kind of gives the owner a destination, and the What If kind of pulls the levers available to them to get to that destination.”

That changes the financial conversation from simply reviewing what has already happened to discussing what an owner should do next.

5. Easy Implementation and Ongoing Support

Ease of use was particularly important to Woofie’s because new franchisees already have a significant amount to learn during their first 90 days in business.

The same applies to franchise business coaches. Woofie’s does not expect its operations team to become financial experts simply to make use of franchisee data. Qvinci worked with Woofie’s throughout implementation and has continued supporting both franchise owners and the operations team with training and education on available reporting and tools.

“You guys [Qvinci] have been incredible to work with.” — Lydia Best

Best explained that Qvinci helped take much of the implementation burden off both the Woofie’s team and its franchise owners, while making financial information easier for coaches to use in their day-to-day roles. Qvinci also continues to work directly with Woofie’s franchisees and business coaches as new reports and capabilities become available. This helps the brand educate users without placing the entire training burden on its internal operations team.

The Results: A More Scalable Reporting and Coaching Process

1. Less Administrative Work – Woofie’s has moved away from a process dominated by emails, manually submitted KPI reports, and repeated follow-up. Now, automated access to information reduces the need for the operations team to continually chase reports and redistribute them to coaches.

2. Earlier Financial Visibility – By introducing Qvinci as part of the franchisee onboarding process, Woofie’s establishes financial visibility early in an owner’s journey. Instead of waiting until a location encounters financial difficulty, the brand makes reporting and financial awareness part of the normal operating process from the beginning.

3. More Focused Coaching Conversations – KPI reporting helps coaches quickly identify which areas deserve attention, providing a natural agenda for franchisee conversations. Coaches spend less time gathering and organizing information and more time helping owners understand what is happening operationally and what actions they can consider next.

4. More Proactive Financial Planning – Break-Even and What-If Analysis help Woofie’s move beyond historical reporting and discuss future decisions with franchise owners. Financial data becomes not simply a record of past performance, but an input for planning investments, managing growth, and evaluating potential actions.

5. A Repeatable Process That Supports Growth – For a brand adding locations quickly, Woofie’s needed a process that would not require more administrative work every time another franchisee joined the organization. Qvinci provides the consistency needed to establish a common reporting rhythm while still allowing coaches to tailor their conversations to the circumstances of individual owners. As Best explained, “We standardize the process, but then you can customize the conversation that you’re having with the location.”

That combination – standardized processes with individualized coaching – helps Woofie’s maintain consistency as the organization continues to scale.

Final Thoughts

For Woofie’s, Qvinci has become more than a financial reporting platform. It is part of how the brand introduces financial visibility to franchisees, supports its coaching team, and builds a repeatable financial management process as they grow.

Rather than introducing financial reporting after manual habits have already formed, or waiting until a franchisee is struggling, Woofie’s incorporates it into the operating rhythm from the beginning. The result is easier access to information, less administrative burden, more focused coaching conversations, and financial tools that help owners better understand where their businesses are headed, and why.

As Best summarized, “It [Qvinci] has been literally a game changer for us at Woofie’s.”

With Qvinci providing ongoing financial visibility and a repeatable reporting framework, Woofie’s spends less time chasing information and more time helping franchise owners make profitable use of it.

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