Averan Caring Senior Service Opening Package Offer
Averan Advisors gets the books and financial systems for a new Caring Senior Service location ready before opening day, so your first month closes on time. The setup follows Caring Senior Service’s 2026 FDD and your franchise agreement.
The Caring Senior Service opening package
Caring Senior Service’s 2026 FDD puts the cost to open one location at $99,997 to $153,994, so getting the finances right from the start matters.
Averan helps Caring Senior Service franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Caring Senior Service’s reporting requirements.
- Build-out spending tracked against Caring Senior Service’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 Caring Senior Service conversion package.
What the Caring Senior Service opening package includes
QuickBooks file
We build a QuickBooks file for your Caring Senior Service 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 Caring Senior Service asks its owners for.
Analytics package
Each month we compare your results with the figures in Caring Senior Service’s 2026 FDD.
Budget tracker
We turn Caring Senior Service’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 Caring Senior Service requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Caring Senior Service location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Caring Senior Service 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 Caring Senior Service’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.
Caring Senior Service figures from the FDD
Caring Senior Service franchisees averaged $984,255 of sales in 2025, with a median of $906,104, according to Item 19 of Caring Senior Service’s 2026 FDD, issued 21 May 2026. The 40 in that group are 65%* of Caring Senior Service’s 62 locations. Fees paid to Caring Senior Service come to about 7%* of sales.
Caring Senior Service’s 2026 FDD estimates in Item 7 that opening one Caring Senior Service location costs $99,997 to $153,994, including the $49,000 initial franchise fee.
At the Caring Senior Service average of $984,255 of sales a year, the 5% royalty comes to about $4,101* a month and the 2% brand fund to about $1,640* a month.
Send us to start
- Your signed Caring Senior Service franchise agreement.
- Caring Senior Service’s current FDD.
- The Caring Senior Service 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 Caring Senior Service requires.
- The client scheduling and billing system.
- The Caring Senior Service 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 Caring Senior Service owners
Does Averan Advisors work with Caring Senior Service owners?
Averan Advisors sets up and keeps the books for Caring Senior Service owners, and the Averan franchise library has a breakdown of Caring Senior Service’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Caring Senior Service royalty show up in the books?
The Caring Senior Service royalty is 5% of sales, according to Caring Senior Service’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Caring Senior Service average of $984,255 a year, it comes to about $4,101 a month, by Averan’s calculation.
What does it cost to open a Caring Senior Service franchise?
Caring Senior Service’s 2026 FDD estimates in Item 7 that opening one Caring Senior Service location costs $99,997 to $153,994. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Caring Senior Service location opens?
Your Caring Senior Service 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 Caring Senior Service’s 2026 FDD.
Where to next
Talk to us about your Caring Senior Service opening
Send the short form for the Caring Senior Service opening package, or book a 30-minute call about your Caring Senior Service location and your opening date.
Get the offer → Book a 30-minute call