Why Your Relationship with Your CSA Matters (More Than You Think)
Behind every successful franchise is a strong financial foundation and at the heart of that foundation is a collaborative relationship between franchisees and their CSA (Client Service Associate).
At Franchise Resource, our CSAs aren’t just crunching numbers. They’re your partners in keeping your business organized, compliant, and set up for long-term success.
But like any partnership, communication is key.
When Communication Lags, So Do Your Financials
It’s easy to let transaction questions pile up when you’re juggling a busy schedule.
One or two unanswered emails from your CSA can quickly turn into a backlog of 20–30 questions.
Not only does this delay your monthly financials, but it also makes it harder to recall the details of each transaction weeks (or months) later.
The more up-to-date your answers, the faster and more accurately we can complete your books, and the more useful your reports become for making business decisions.
From the CSA Team: Tips for a Stronger Working Relationship
At Franchise Resource, we asked our team what helps them do their best work. Here’s what they had to say:
Transparency!! the more details an owner can give a CSA the better. It’s so much easier to do our job when we have full transparency.
What does transparency look like in practice?
It could be as simple as writing a note on a bank transaction (“vendor refund” or “employee birthday lunch”), or letting your CSA know if you’ve opened a new bank account or added a loan.
Our business relationship is a partnership. Open communication is crucial to ensure the efficiency and accuracy of reporting!
Help Us Help You
When you respond to questions promptly and provide detailed context, you’re not just making our job easier. You’re setting your business up for better reporting, smoother tax prep, and fewer surprises down the road.
So if you’ve been tempted to put off those emails from your CSA, let this be your gentle nudge.
The more we work together, the more value we can bring to your business!
Need help streamlining communication with your CSA?
We’re happy to walk you through our tools, templates, and best practices for staying on top of your finances!
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