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For Express Employment Professionals owners switching bookkeepers

Averan Express Employment Professionals Bookkeeping Conversion Package

Averan Advisors takes over the books for an open Express Employment Professionals 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 Express Employment Professionals conversion package

The Express Employment Professionals conversion package

The conversion package is for Express Employment Professionals owners who already have a bookkeeper and want to switch. The work follows Express Employment Professionals’ 2026 FDD and your franchise agreement. A dedicated staffing specialist handles your account.

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

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

What the Express Employment Professionals conversion package includes

Books review

We review your current Express Employment Professionals 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 Express Employment Professionals asks its owners for.

Fee check

We recalculate recent Express Employment Professionals royalty and fee charges from your sales and check them against your franchise agreement.

Systems reconnected

We reconnect the point-of-sale system Express Employment Professionals requires, its timekeeping and 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 Express Employment Professionals’ 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 Express Employment Professionals books

Reconciliations

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

Royalty and fees

Express Employment Professionals 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.

Express Employment Professionals reports

The books produce the monthly report Express Employment Professionals asks for.

Express Employment Professionals figures from the FDD

Express Employment Professionals franchisees averaged $5,342,686 of sales in the fiscal year to 28 December 2025, with a median of $4,043,021, according to Item 19 of Express Employment Professionals’ 2026 FDD, issued 27 March 2026. The 526 in that group are 69%* of Express Employment Professionals’ 758 locations. Fees paid to Express Employment Professionals come to about 8.4%* of sales.

Express Employment Professionals’ 2026 FDD estimates in Item 7 that opening one Express Employment Professionals location costs $131,000 to $287,700, including the $40,000 initial franchise fee.

At the Express Employment Professionals average of $5,342,686 of sales a year, the 40% royalty comes to about $178,090* a month and the 0.6% brand fund to about $2,671* a month.

Send us to start

  • Your signed Express Employment Professionals franchise agreement.
  • Express Employment Professionals’ current FDD.
  • Your last 12 months of financial statements.
  • Your last 12 months of Express Employment Professionals 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 Express Employment Professionals requires.
  • The timekeeping and client billing system.
  • The Express Employment Professionals 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 Express Employment Professionals owners switching bookkeepers

Can I switch my Express Employment Professionals 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 Express Employment Professionals books?

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

Talk to us about switching your Express Employment Professionals books

Send the short form for the Express Employment Professionals 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