Averan FirstLight Home Care Bookkeeping Conversion Package
Averan Advisors takes over the books for an open FirstLight Home Care 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 FirstLight Home Care conversion package
The conversion package is for FirstLight Home Care owners who already have a bookkeeper and want to switch. The work follows FirstLight Home Care’s 2026 FDD and your franchise agreement. A dedicated senior care specialist handles your account.
- A written review of your current FirstLight Home Care books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report FirstLight Home Care asks for.
- Recent FirstLight Home Care royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the FirstLight Home Care conversion package includes
Books review
We review your current FirstLight Home Care 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 FirstLight Home Care asks its owners for.
Fee check
We recalculate recent FirstLight Home Care royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system FirstLight Home Care requires, its client scheduling and 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 FirstLight Home Care’s 2026 FDD.
First close on time
We close your first month with us by the 15th of the next month.
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 FirstLight Home Care books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
FirstLight Home Care 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.
FirstLight Home Care reports
The books produce the monthly report FirstLight Home Care asks for.
FirstLight Home Care figures from the FDD
FirstLight Home Care franchisees averaged $1,545,697 of sales in 2025, with a median of $1,195,409, according to Item 19 of FirstLight Home Care’s 2026 FDD, issued 24 March 2026. The 194 in that group are 68%* of FirstLight Home Care’s 284 locations. Fees paid to FirstLight Home Care come to about 6%* of sales.
FirstLight Home Care’s 2026 FDD estimates in Item 7 that opening one FirstLight Home Care location costs $151,425 to $256,380, including the $52,000 initial franchise fee.
At the FirstLight Home Care average of $1,545,697 of sales a year, the 5% royalty comes to about $6,440* a month and the 1% brand fund to about $1,288* a month.
Send us to start
- Your signed FirstLight Home Care franchise agreement.
- FirstLight Home Care’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of FirstLight Home Care 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 FirstLight Home Care requires.
- The client scheduling and billing system.
- The FirstLight Home Care 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 FirstLight Home Care owners switching bookkeepers
Can I switch my FirstLight Home Care 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 FirstLight Home Care books?
We check that every account matches its statement, recalculate recent FirstLight Home Care royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report FirstLight Home Care 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 FirstLight Home Care’s 2026 FDD.
Where to next
Talk to us about switching your FirstLight Home Care books
Send the short form for the FirstLight Home Care 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