Averan CarePatrol Opening Package Offer
Averan Advisors gets the books and financial systems for a new CarePatrol location ready before opening day, so your first month closes on time. The setup follows CarePatrol’s 2026 FDD and your franchise agreement.
The CarePatrol opening package
CarePatrol’s 2026 FDD puts the cost to open one location at $101,920 to $135,770, so getting the finances right from the start matters.
Averan helps CarePatrol franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for CarePatrol’s reporting requirements.
- Build-out spending tracked against CarePatrol’s Item 7.
- Loan draw packages prepared for your lender.
- Point of sale, payroll and other systems connected and tested before opening.
Do you have 30 minutes this week? Book a 30-minute call.
Already open with another bookkeeper? See the CarePatrol conversion package.
What the CarePatrol opening package includes
QuickBooks file
We build a QuickBooks file for your CarePatrol location and connect every bank account and card to it.
Reporting format
We set up the chart of accounts so the books produce the monthly report CarePatrol asks its owners for.
Analytics package
Each month we compare your results with the figures in CarePatrol’s 2026 FDD.
Budget tracker
We turn CarePatrol’s Item 7 estimate into your opening budget and record every opening cost against its line.
Loan draw packages
We prepare a file for each loan draw your lender asks for, including SBA loan draws.
Systems connected
We connect the point-of-sale system CarePatrol requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your CarePatrol location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your CarePatrol royalty, brand fund and report due dates go on one calendar for the monthly close.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and send the list of documents we need.
- 2Setup10 business days
We build the QuickBooks file and connect your accounts.
- 3Build-outEach month
We tag every payment to a line of CarePatrol’s Item 7 and prepare each loan draw.
- 4Systems45 days before opening
We test the point of sale, the other systems and payroll.
- 5Opening dayYour opening date
We match each day of sales to the deposits that follow it.
CarePatrol figures from the FDD
CarePatrol franchisees averaged $322,639 of sales in 2025, with a median of $186,094, according to Item 19 of CarePatrol’s 2026 FDD, issued 18 March 2026. The 174 in that group are 81%* of CarePatrol’s 215 locations. Fees paid to CarePatrol come to about 17.82%* of sales. A CarePatrol franchise costs $101,920 to $135,770 to open.
The CarePatrol initial franchise fee is $57,000, which is part of the CarePatrol Item 7 estimate, according to CarePatrol’s 2026 FDD.
At the CarePatrol average of $322,639 of sales a year, the 12% royalty comes to about $3,226* a month and the 1% brand fund to about $269* a month.
21 CarePatrol locations opened in the last year that Item 20 of CarePatrol’s 2026 FDD reports.
At the end of the last year that Item 20 reports, CarePatrol had 7 franchise agreements signed for locations not yet open.
Send us to start
- Your signed CarePatrol franchise agreement.
- CarePatrol’s current FDD.
- The CarePatrol monthly report format and the software it uses.
- Your entity documents and EIN letter.
- Your lease, contractor bid and loan agreements.
Access we need
- Your payroll processor.
- The point-of-sale system CarePatrol requires.
- The client scheduling and billing system.
- The CarePatrol 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.
Questions from CarePatrol owners
Does Averan Advisors work with CarePatrol owners?
Averan Advisors sets up and keeps the books for CarePatrol owners, and the Averan franchise library has a breakdown of CarePatrol’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the CarePatrol royalty show up in the books?
The CarePatrol royalty is 12% of sales, according to CarePatrol’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the CarePatrol average of $322,639 a year, it comes to about $3,226 a month, by Averan’s calculation.
What does it cost to open a CarePatrol franchise?
CarePatrol’s 2026 FDD estimates in Item 7 that opening one CarePatrol location costs $101,920 to $135,770. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my CarePatrol location opens?
Your CarePatrol books move to the Monthly Close, which closes each month and sends a profit and loss, a balance sheet and the royalty reconciliation. The QuickBooks file stays yours.
* Averan Advisors calculation from the figures in CarePatrol’s 2026 FDD.
Where to next
Talk to us about your CarePatrol opening
Send the short form for the CarePatrol opening package, or book a 30-minute call about your CarePatrol location and your opening date.
Get the offer → Book a 30-minute call