Averan Budget Blinds Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Budget Blinds 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 Budget Blinds conversion package
The conversion package is for Budget Blinds owners who already have a bookkeeper and want to switch. The work follows Budget Blinds’ 2026 FDD and your franchise agreement. A dedicated home improvement specialist handles your account.
- A written review of your current Budget Blinds books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Budget Blinds asks for.
- Recent Budget Blinds royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the Budget Blinds conversion package includes
Books review
We review your current Budget Blinds 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 Budget Blinds asks its owners for.
Fee check
We recalculate recent Budget Blinds royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Budget Blinds 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 Budget Blinds’ 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 Budget Blinds books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Budget Blinds 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.
Budget Blinds reports
The books produce the monthly report Budget Blinds asks for.
Budget Blinds figures from the FDD
Budget Blinds’ 282 single-territory franchisees open all of 2025 averaged $774,915 of sales, with a median of $522,826, according to Item 19 of Budget Blinds’ 2026 FDD, issued 1 April 2026. Budget Blinds’ Item 19 covers 612 franchisees holding 1,192 territories, and Budget Blinds reported 1,355 franchised outlets at the end of 2025. Fees paid to Budget Blinds come to about 9.41%* of sales. A Budget Blinds franchise costs $100,500 to $211,250 to open.
The Budget Blinds initial franchise fee is $19,950, which is part of the Budget Blinds Item 7 estimate, according to Budget Blinds’ 2026 FDD.
At the end of the last year that Item 20 reports, Budget Blinds had 6 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Budget Blinds franchise agreement.
- Budget Blinds’ current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Budget Blinds 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 Budget Blinds requires.
- The job scheduling and invoicing system.
- The Budget Blinds 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 Budget Blinds owners switching bookkeepers
Can I switch my Budget Blinds 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 Budget Blinds books?
We check that every account matches its statement, recalculate recent Budget Blinds royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Budget Blinds 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 Budget Blinds’ 2026 FDD.
Where to next
Talk to us about switching your Budget Blinds books
Send the short form for the Budget Blinds 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