Averan AdvantaClean Bookkeeping Conversion Package
Averan Advisors takes over the books for an open AdvantaClean location from your current bookkeeper. We review what you have, fix what is wrong and switch at a month end, so no month is missed or closed twice.
The AdvantaClean conversion package
The conversion package is for AdvantaClean owners who already have a bookkeeper and want to switch. The work follows AdvantaClean’s 2026 FDD and your franchise agreement. A dedicated cleaning and restoration specialist handles your account.
- A written review of your current AdvantaClean books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report AdvantaClean asks for.
- Recent AdvantaClean royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the AdvantaClean conversion package includes
Books review
We review your current AdvantaClean books and send you a written list of what is wrong and what it takes to fix it.
Clean opening balances
We match every bank, card and loan account to its statement on your switch date.
Reporting format
We rebuild the chart of accounts so the books produce the monthly report AdvantaClean asks its owners for.
Fee check
We recalculate recent AdvantaClean royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system AdvantaClean requires, its job scheduling and invoicing system and your payroll to the books.
Records collected
We collect the files, workpapers and logins your current bookkeeper holds.
Analytics package
Each month we compare your results with the figures in AdvantaClean’s 2026 FDD.
First close on time
We close your first month with us by the 15th of the next month.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and request access to your current books.
- 2Review10 business days
We send written findings, a scope and a price.
- 3CleanupSet in the scope
We fix the errors we found and rebuild the accounts.
- 4CutoverYour switch date
We move your systems to the new books and lock the opening balances.
- 5First closeBy the 15th
We close your first month and send your reports.
We set your switch date at a month end. Your current bookkeeper closes the month before it, and we close every month after it.
What we check in your current AdvantaClean books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
AdvantaClean charges recalculated from your sales and checked against Item 6 of the FDD.
Uncategorized items
Transactions left uncategorized or recorded as miscellaneous expense.
Balance sheet
Loans, payroll liabilities, sales tax and owner money explained.
Franchise fee and build-out
Recorded as assets and spread over the years they cover.
AdvantaClean reports
The books produce the monthly report AdvantaClean asks for.
AdvantaClean figures from the FDD
AdvantaClean franchisees averaged $829,475 of sales in 2025, with a median of $616,099, according to Item 19 of AdvantaClean’s 2026 FDD, issued 25 March 2026. The 22 in that group are 31%* of AdvantaClean’s 70 locations. Fees paid to AdvantaClean come to about 10%* of sales. An AdvantaClean franchise costs $171,474 to $309,944 to open.
The AdvantaClean initial franchise fee is $59,900, which is part of the AdvantaClean Item 7 estimate, according to AdvantaClean’s 2026 FDD.
At the AdvantaClean average of $829,475 of sales a year, the 7% royalty comes to about $4,839* a month and the 1% brand fund to about $691* a month.
1 AdvantaClean location opened in the last year that Item 20 of AdvantaClean’s 2026 FDD reports.
Send us to start
- Your signed AdvantaClean franchise agreement.
- AdvantaClean’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of AdvantaClean reports.
- Last year’s tax return.
- Your loan agreements and statements.
Access we need
- Accountant access to your current QuickBooks file.
- Your payroll processor.
- The point-of-sale system AdvantaClean requires.
- The job scheduling and invoicing system.
- The AdvantaClean reporting portal.
- Your invoice and expense software.
- View access to your bank accounts and credit cards, with no power to move money.
- How you want inventory tracked.
- The files, workpapers and logins your current bookkeeper holds.
Questions from AdvantaClean owners switching bookkeepers
Can I switch my AdvantaClean books partway through the year?
Averan sets your switch date at the end of any month you choose.
What do you check in my current AdvantaClean books?
We check that every account matches its statement, recalculate recent AdvantaClean royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report AdvantaClean asks for.
Who owns the QuickBooks file?
You do. If you already have a QuickBooks Online file, we work in it with accountant access. The file stays yours if you leave.
* Averan Advisors calculation from the figures in AdvantaClean’s 2026 FDD.
Where to next
Talk to us about switching your AdvantaClean books
Send the short form for the AdvantaClean conversion package, or book a 30-minute call about your current books and your switch date.
Request the conversion package → Book a 30-minute call