Averan Alloy Personal Training Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Alloy Personal Training 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 Alloy Personal Training conversion package
The conversion package is for Alloy Personal Training owners who already have a bookkeeper and want to switch. The work follows Alloy Personal Training’s 2026 FDD and your franchise agreement. A dedicated fitness specialist handles your account.
- A written review of your current Alloy Personal Training books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Alloy Personal Training asks for.
- Recent Alloy Personal Training royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the Alloy Personal Training conversion package includes
Books review
We review your current Alloy Personal Training 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 Alloy Personal Training asks its owners for.
Fee check
We recalculate recent Alloy Personal Training royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Alloy Personal Training requires, its membership and class booking 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 Alloy Personal Training’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 Alloy Personal Training books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Alloy Personal Training 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.
Alloy Personal Training reports
The books produce the monthly report Alloy Personal Training asks for.
Alloy Personal Training figures from the FDD
Alloy Personal Training franchisees averaged $394,981 of sales in 2025, according to Item 19 of Alloy Personal Training’s 2026 FDD, issued 20 April 2026. The 73 in that group are 57%* of Alloy Personal Training’s 128 locations. Fees paid to Alloy Personal Training come to about 12.77%* of sales. An Alloy Personal Training franchise costs $272,357 to $534,417 to open.
The Alloy Personal Training initial franchise fee is $60,000, which is part of the Alloy Personal Training Item 7 estimate, according to Alloy Personal Training’s 2026 FDD.
At the Alloy Personal Training average of $394,981 of sales a year, the 7% royalty comes to about $2,304* a month and the 2% brand fund to about $658* a month.
54 Alloy Personal Training locations opened in the last year that Item 20 of Alloy Personal Training’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Alloy Personal Training had 61 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Alloy Personal Training franchise agreement.
- Alloy Personal Training’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Alloy Personal Training 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 Alloy Personal Training requires.
- The membership and class booking system.
- The Alloy Personal Training 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 Alloy Personal Training owners switching bookkeepers
Can I switch my Alloy Personal Training 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 Alloy Personal Training books?
We check that every account matches its statement, recalculate recent Alloy Personal Training royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Alloy Personal Training 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 Alloy Personal Training’s 2026 FDD.
Where to next
Talk to us about switching your Alloy Personal Training books
Send the short form for the Alloy Personal Training 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