Averan Caring Transitions Opening Package Offer
Averan Advisors gets the books and financial systems for a new Caring Transitions location ready before opening day, so your first month closes on time. The setup follows Caring Transitions’ 2026 FDD and your franchise agreement.
The Caring Transitions opening package
Caring Transitions’ 2026 FDD puts the cost to open one location at $75,860 to $123,250, so getting the finances right from the start matters.
Averan helps Caring Transitions franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Caring Transitions’ reporting requirements.
- Build-out spending tracked against Caring Transitions’ 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 Transitions conversion package.
What the Caring Transitions opening package includes
QuickBooks file
We build a QuickBooks file for your Caring Transitions 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 Transitions asks its owners for.
Analytics package
Each month we compare your results with the figures in Caring Transitions’ 2026 FDD.
Budget tracker
We turn Caring Transitions’ 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 Transitions requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Caring Transitions location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Caring Transitions 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 Transitions’ 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 Transitions figures from the FDD
Caring Transitions’ 235 reporting franchisees averaged $375,932 of gross receipts in 2025*, according to Item 19 of Caring Transitions’ 2026 FDD, issued 1 April 2026. The 235 Caring Transitions franchisees ran 342 of Caring Transitions’ 413 franchises at the end of 2025, or 83%*. Fees paid to Caring Transitions come to about 8%* of sales. A Caring Transitions franchise costs $75,860 to $123,250 to open.
The Caring Transitions initial franchise fee is $58,900, which is part of the Caring Transitions Item 7 estimate, according to Caring Transitions’ 2026 FDD.
65 Caring Transitions locations opened in the last year that Item 20 of Caring Transitions’ 2026 FDD reports.
At the end of the last year that Item 20 reports, Caring Transitions had 10 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Caring Transitions franchise agreement.
- Caring Transitions’ current FDD.
- The Caring Transitions 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 Transitions requires.
- The client scheduling and billing system.
- The Caring Transitions 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 Transitions owners
Does Averan Advisors work with Caring Transitions owners?
Averan Advisors sets up and keeps the books for Caring Transitions owners, and the Averan franchise library has a breakdown of Caring Transitions’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Caring Transitions royalty show up in the books?
The Caring Transitions royalty is 6% of sales, according to Caring Transitions’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales.
What does it cost to open a Caring Transitions franchise?
Caring Transitions’ 2026 FDD estimates in Item 7 that opening one Caring Transitions location costs $75,860 to $123,250. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Caring Transitions location opens?
Your Caring Transitions 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 Transitions’ 2026 FDD.
Where to next
Talk to us about your Caring Transitions opening
Send the short form for the Caring Transitions opening package, or book a 30-minute call about your Caring Transitions location and your opening date.
Get the offer → Book a 30-minute call