Averan Genie Senior Services Opening Package Offer
Averan Advisors gets the books and financial systems for a new Genie Senior Services location ready before opening day, so your first month closes on time. The setup follows Genie Senior Services’ 2026 FDD and your franchise agreement.
The Genie Senior Services opening package
Genie Senior Services’ 2026 FDD puts the cost to open one location at $92,500 to $121,100, so getting the finances right from the start matters.
Averan helps Genie Senior Services franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Genie Senior Services’ reporting requirements.
- Build-out spending tracked against Genie Senior Services’ 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 Genie Senior Services conversion package.
What the Genie Senior Services opening package includes
QuickBooks file
We build a QuickBooks file for your Genie Senior Services 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 Genie Senior Services asks its owners for.
Analytics package
Each month we compare your results with the figures in Genie Senior Services’ 2026 FDD.
Budget tracker
We turn Genie Senior Services’ 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 Genie Senior Services requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Genie Senior Services location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Genie Senior Services royalty, brand fund and report due dates go on one calendar for the monthly close.
Timeline
- 1Kickoff5 business days
We hold a kickoff call and send the list of documents we need.
- 2Setup10 business days
We build the QuickBooks file and connect your accounts.
- 3Build-outEach month
We tag every payment to a line of Genie Senior Services’ Item 7 and prepare each loan draw.
- 4Systems45 days before opening
We test the point of sale, the other systems and payroll.
- 5Opening dayYour opening date
We match each day of sales to the deposits that follow it.
Genie Senior Services figures from the FDD
Genie Senior Services’ 2026 FDD, issued 24 February 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A Genie Senior Services franchise costs $92,500 to $121,100 to open in a single territory.
The Genie Senior Services initial franchise fee is $60,000, which is part of the Genie Senior Services Item 7 estimate, according to Genie Senior Services’ 2026 FDD.
Send us to start
- Your signed Genie Senior Services franchise agreement.
- Genie Senior Services’ current FDD.
- The Genie Senior Services 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 Genie Senior Services requires.
- The client scheduling and billing system.
- The Genie Senior Services 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 Genie Senior Services owners
Does Averan Advisors work with Genie Senior Services owners?
Averan Advisors sets up and keeps the books for Genie Senior Services owners, and the Averan franchise library has a breakdown of Genie Senior Services’ 2026 FDD with its fees, cost to open.
How does the Genie Senior Services royalty show up in the books?
The Genie Senior Services royalty is 10% of sales, according to Genie Senior Services’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales.
What does it cost to open a Genie Senior Services franchise?
Genie Senior Services’ 2026 FDD estimates in Item 7 that opening one Genie Senior Services location costs $92,500 to $121,100. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Genie Senior Services location opens?
Your Genie Senior Services 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.
Where to next
Talk to us about your Genie Senior Services opening
Send the short form for the Genie Senior Services opening package, or book a 30-minute call about your Genie Senior Services location and your opening date.
Get the offer → Book a 30-minute call