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For CertaPro Painters owners switching bookkeepers

Averan CertaPro Painters Bookkeeping Conversion Package

Averan Advisors takes over the books for an open CertaPro Painters 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.

Request the CertaPro Painters conversion package

The CertaPro Painters conversion package

The conversion package is for CertaPro Painters owners who already have a bookkeeper and want to switch. The work follows CertaPro Painters’ 2026 FDD and your franchise agreement. A dedicated home improvement specialist handles your account.

  • A written review of your current CertaPro Painters books.
  • Every account matched to its statement on your switch date.
  • Accounts rebuilt to produce the monthly report CertaPro Painters asks for.
  • Recent CertaPro Painters royalty and fee charges checked against your agreement.

Do you have 30 minutes this week? Book a 30-minute call.

What the CertaPro Painters conversion package includes

Books review

We review your current CertaPro Painters 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 CertaPro Painters asks its owners for.

Fee check

We recalculate recent CertaPro Painters royalty and fee charges from your sales and check them against your franchise agreement.

Systems reconnected

We reconnect the point-of-sale system CertaPro Painters 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 CertaPro Painters’ 2026 FDD.

First close on time

We close your first month with us by the 15th of the next month.

Timeline

  1. 1Kickoff5 business days

    We hold a kickoff call and request access to your current books.

  2. 2Review10 business days

    We send written findings, a scope and a price.

  3. 3CleanupSet in the scope

    We fix the errors we found and rebuild the accounts.

  4. 4CutoverYour switch date

    We move your systems to the new books and lock the opening balances.

  5. 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 CertaPro Painters books

Reconciliations

Every bank, card and loan account matched to its statement.

Royalty and fees

CertaPro Painters 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.

CertaPro Painters reports

The books produce the monthly report CertaPro Painters asks for.

CertaPro Painters figures from the FDD

CertaPro Painters franchisees averaged $2,102,015 of sales in 2025, with a median of $1,294,333, according to Item 19 of CertaPro Painters’ 2026 FDD, issued 23 March 2026. The 291 in that group are 97%* of CertaPro Painters’ 299 locations. Fees paid to CertaPro Painters come to about 9.4%* of sales. A CertaPro Painters franchise costs $171,000 to $320,500 to open.

The CertaPro Painters initial franchise fee is $65,000, which is part of the CertaPro Painters Item 7 estimate, according to CertaPro Painters’ 2026 FDD.

At the CertaPro Painters average of $2,102,015 of sales a year, the 6% royalty comes to about $10,510* a month and the 3% brand fund to about $5,255* a month.

15 CertaPro Painters locations opened in the last year that Item 20 of CertaPro Painters’ 2026 FDD reports.

Send us to start

  • Your signed CertaPro Painters franchise agreement.
  • CertaPro Painters’ current FDD.
  • Your last 12 months of financial statements.
  • Your last 12 months of CertaPro Painters 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 CertaPro Painters requires.
  • The job scheduling and invoicing system.
  • The CertaPro Painters 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 CertaPro Painters owners switching bookkeepers

Can I switch my CertaPro Painters 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 CertaPro Painters books?

We check that every account matches its statement, recalculate recent CertaPro Painters royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report CertaPro Painters 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 CertaPro Painters’ 2026 FDD.

Talk to us about switching your CertaPro Painters books

Send the short form for the CertaPro Painters 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