Averan Heights Wellness Retreat Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Heights Wellness Retreat 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 Heights Wellness Retreat conversion package
The conversion package is for Heights Wellness Retreat owners who already have a bookkeeper and want to switch. The work follows Heights Wellness Retreat’s 2026 FDD and your franchise agreement. A dedicated spa and massage specialist handles your account.
- A written review of your current Heights Wellness Retreat books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Heights Wellness Retreat asks for.
- Recent Heights Wellness Retreat royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the Heights Wellness Retreat conversion package includes
Books review
We review your current Heights Wellness Retreat 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 Heights Wellness Retreat asks its owners for.
Fee check
We recalculate recent Heights Wellness Retreat royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Heights Wellness Retreat requires, its booking and membership 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 Heights Wellness Retreat’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 Heights Wellness Retreat books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Heights Wellness Retreat 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.
Heights Wellness Retreat reports
The books produce the monthly report Heights Wellness Retreat asks for.
Heights Wellness Retreat figures from the FDD
Heights Wellness Retreat franchisees averaged $1,090,390 of sales in 2025, with a median of $978,214, according to Item 19 of Heights Wellness Retreat’s 2026 FDD, issued 23 March 2026. The 82 in that group are 84%* of Heights Wellness Retreat’s 98 locations. Fees paid to Heights Wellness Retreat come to about 9%* of sales.
Heights Wellness Retreat’s 2026 FDD estimates in Item 7 that opening one Heights Wellness Retreat location costs $935,895 to $1,466,168, including the $59,500 initial franchise fee.
At the Heights Wellness Retreat average of $1,090,390 of sales a year, the 6% royalty comes to about $5,452* a month and the 3% brand fund to about $2,726* a month.
1 Heights Wellness Retreat location opened in the last year that Item 20 of Heights Wellness Retreat’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Heights Wellness Retreat had 19 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Heights Wellness Retreat franchise agreement.
- Heights Wellness Retreat’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Heights Wellness Retreat 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 Heights Wellness Retreat requires.
- The booking and membership system.
- The Heights Wellness Retreat 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 Heights Wellness Retreat owners switching bookkeepers
Can I switch my Heights Wellness Retreat 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 Heights Wellness Retreat books?
We check that every account matches its statement, recalculate recent Heights Wellness Retreat royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Heights Wellness Retreat 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 Heights Wellness Retreat’s 2026 FDD.
Where to next
Talk to us about switching your Heights Wellness Retreat books
Send the short form for the Heights Wellness Retreat 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