Averan Home Instead Opening Package Offer
Averan Advisors gets the books and financial systems for a new Home Instead location ready before opening day, so your first month closes on time. The setup follows Home Instead’s 2026 FDD and your franchise agreement.
The Home Instead opening package
Home Instead’s 2026 FDD puts the cost to open one location at $92,640 to $350,550, so getting the finances right from the start matters.
Averan helps Home Instead franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Home Instead’s reporting requirements.
- Build-out spending tracked against Home Instead’s 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 Home Instead conversion package.
What the Home Instead opening package includes
QuickBooks file
We build a QuickBooks file for your Home Instead 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 Home Instead asks its owners for.
Analytics package
Each month we compare your results with the figures in Home Instead’s 2026 FDD.
Budget tracker
We turn Home Instead’s 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 Home Instead requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Home Instead location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Home Instead 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 Home Instead’s 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.
Home Instead figures from the FDD
Home Instead franchisees averaged $2,750,876 of sales in 2025, with a median of $2,352,451, according to Item 19 of Home Instead’s 2026 FDD, issued 29 April 2026. The 611 in that group are 98%* of Home Instead’s 626 locations. Fees paid to Home Instead come to about 7%* of sales. A Home Instead franchise costs $92,640 to $350,550 to open.
The Home Instead initial franchise fee is $54,000, which is part of the Home Instead Item 7 estimate, according to Home Instead’s 2026 FDD.
At the Home Instead average of $2,750,876 of sales a year, the 5% royalty comes to about $11,462* a month and the 2% brand fund to about $4,585* a month.
17 Home Instead locations opened in the last year that Item 20 of Home Instead’s 2026 FDD reports.
Send us to start
- Your signed Home Instead franchise agreement.
- Home Instead’s current FDD.
- The Home Instead 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 Home Instead requires.
- The client scheduling and billing system.
- The Home Instead 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 Home Instead owners
Does Averan Advisors work with Home Instead owners?
Averan Advisors sets up and keeps the books for Home Instead owners, and the Averan franchise library has a breakdown of Home Instead’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Home Instead royalty show up in the books?
The Home Instead royalty is 5% of sales, according to Home Instead’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Home Instead average of $2,750,876 a year, it comes to about $11,462 a month, by Averan’s calculation.
What does it cost to open a Home Instead franchise?
Home Instead’s 2026 FDD estimates in Item 7 that opening one Home Instead location costs $92,640 to $350,550. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Home Instead location opens?
Your Home Instead 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.
* Averan Advisors calculation from the figures in Home Instead’s 2026 FDD.
Where to next
Talk to us about your Home Instead opening
Send the short form for the Home Instead opening package, or book a 30-minute call about your Home Instead location and your opening date.
Get the offer → Book a 30-minute call