Averan Exit Factor Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Exit Factor 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.
The Exit Factor conversion package
The conversion package is for Exit Factor owners who already have a bookkeeper and want to switch. The work follows Exit Factor’s 2026 FDD and your franchise agreement. A dedicated business services specialist handles your account.
- A written review of your current Exit Factor books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Exit Factor asks for.
- Recent Exit Factor royalty and fee charges checked against your agreement.
Book a 30-minute call to talk through your switch.
What the Exit Factor conversion package includes
Books review
We review your current Exit Factor 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 Exit Factor asks its owners for.
Fee check
We recalculate recent Exit Factor royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Exit Factor requires, its client billing 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 Exit Factor’s 2026 FDD.
First close on time
We close your first month with us on a date agreed upon up front.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and request access to your current books.
- 2Review10 business days
We send written findings, a scope and a price.
- 3CleanupSet in the scope
We fix the errors we found and rebuild the accounts.
- 4CutoverYour switch date
We move your systems to the new books and lock the opening balances.
- 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 Exit Factor books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Exit Factor 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.
Exit Factor reports
The books produce the monthly report Exit Factor asks for.
Exit Factor figures from the FDD
Item 19 of Exit Factor’s 2026 FDD, issued 16 April 2026, reports the highest Exit Factor office monthly collections in 2025, $67,920, and average package prices from $2,500 to $33,336, and no average revenue for an Exit Factor office. An Exit Factor franchise costs $63,514 to $89,555 to open, including a $39,500 franchise establishment fee.
At the end of the last year that Item 20 reports, Exit Factor had 10 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Exit Factor franchise agreement.
- Exit Factor’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Exit Factor 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 client billing system.
- The Exit Factor reporting portal.
- Your invoice and expense software.
- View access to your bank accounts and credit cards, with no power to move money.
- The files, workpapers and logins your current bookkeeper holds.
Questions from Exit Factor owners switching bookkeepers
Can I switch my Exit Factor 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 Exit Factor books?
We check that every account matches its statement, recalculate recent Exit Factor royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Exit Factor asks for.
Who owns the QuickBooks file?
You own the QuickBooks file. If you already have a QuickBooks Online file, we work in it with accountant access. The file stays yours if you leave.
Where to next
Talk to us about switching your Exit Factor books
Send the short form for the Exit Factor 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