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For new Comfort Keepers owners

Averan Comfort Keepers Opening Package Offer

Averan Advisors gets the books and financial systems for a new Comfort Keepers location ready before opening day, so your first month closes on time. The setup follows Comfort Keepers’ 2026 FDD and your franchise agreement.

Get the Comfort Keepers opening package

The Comfort Keepers opening package

Comfort Keepers’ 2026 FDD puts the cost to open one location at $119,560 to $190,700, so getting the finances right from the start matters.

Averan helps Comfort Keepers franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.

  • QuickBooks set up for Comfort Keepers’ reporting requirements.
  • Build-out spending tracked against Comfort Keepers’ 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 Comfort Keepers conversion package.

What the Comfort Keepers opening package includes

QuickBooks file

We build a QuickBooks file for your Comfort Keepers 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 Comfort Keepers asks its owners for.

Analytics package

Each month we compare your results with the figures in Comfort Keepers’ 2026 FDD.

Budget tracker

We turn Comfort Keepers’ 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 Comfort Keepers requires, its client scheduling and billing system and your payroll to the books.

Tested before opening

Before your Comfort Keepers location opens, we run one test day of sales and one test payroll through the books.

Handoff to monthly

Your Comfort Keepers royalty, brand fund and report due dates go on one calendar for the monthly close.

Timeline

  1. 1Kickoff5 business days

    We hold a kickoff call and send the list of documents we need.

  2. 2Setup10 business days

    We build the QuickBooks file and connect your accounts.

  3. 3Build-outEach month

    We tag every payment to a line of Comfort Keepers’ Item 7 and prepare each loan draw.

  4. 4Systems45 days before opening

    We test the point of sale, the other systems and payroll.

  5. 5Opening dayYour opening date

    We match each day of sales to the deposits that follow it.

Comfort Keepers figures from the FDD

Comfort Keepers franchisees averaged $1,277,857 of sales in the fiscal year to 31 August 2025, with a median of $857,010, according to Item 19 of Comfort Keepers’ 2026 FDD, issued 19 December 2025. The 600 in that group are 97%* of Comfort Keepers’ 619 locations. Fees paid to Comfort Keepers come to about 5.75%* of sales.

Comfort Keepers’ 2026 FDD estimates in Item 7 that opening one Comfort Keepers location costs $119,560 to $190,700, including the $55,000 initial franchise fee.

At the Comfort Keepers average of $1,277,857 of sales a year, the 5% royalty comes to about $5,324* a month and the 2% brand fund to about $2,130* a month.

Send us to start

  • Your signed Comfort Keepers franchise agreement.
  • Comfort Keepers’ current FDD.
  • The Comfort Keepers 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 Comfort Keepers requires.
  • The client scheduling and billing system.
  • The Comfort Keepers 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 Comfort Keepers owners

Does Averan Advisors work with Comfort Keepers owners?

Averan Advisors sets up and keeps the books for Comfort Keepers owners, and the Averan franchise library has a breakdown of Comfort Keepers’ 2026 FDD with its fees, cost to open and Item 19 figures.

How does the Comfort Keepers royalty show up in the books?

The Comfort Keepers royalty is 5% of sales, according to Comfort Keepers’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Comfort Keepers average of $1,277,857 a year, it comes to about $5,324 a month, by Averan’s calculation.

What does it cost to open a Comfort Keepers franchise?

Comfort Keepers’ 2026 FDD estimates in Item 7 that opening one Comfort Keepers location costs $119,560 to $190,700. We turn those Item 7 lines into your opening budget and track each payment against them.

What happens after my Comfort Keepers location opens?

Your Comfort Keepers 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 Comfort Keepers’ 2026 FDD.

Talk to us about your Comfort Keepers opening

Send the short form for the Comfort Keepers opening package, or book a 30-minute call about your Comfort Keepers location and your opening date.

Get the offer → Book a 30-minute call