Averan Home Matters Caregiving Opening Package Offer
Averan Advisors gets the books and financial systems for a new Home Matters Caregiving location ready before opening day, so your first month closes on time. The setup follows Home Matters Caregiving’s 2026 FDD and your franchise agreement.
The Home Matters Caregiving opening package
Home Matters Caregiving’s 2026 FDD puts the cost to open one location at $99,525 to $207,000, so getting the finances right from the start matters.
Averan helps Home Matters Caregiving franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Home Matters Caregiving’s reporting requirements.
- Build-out spending tracked against Home Matters Caregiving’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 Matters Caregiving conversion package.
What the Home Matters Caregiving opening package includes
QuickBooks file
We build a QuickBooks file for your Home Matters Caregiving 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 Matters Caregiving asks its owners for.
Analytics package
Each month we compare your results with the figures in Home Matters Caregiving’s 2026 FDD.
Budget tracker
We turn Home Matters Caregiving’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 Matters Caregiving requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Home Matters Caregiving location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Home Matters Caregiving 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 Matters Caregiving’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 Matters Caregiving figures from the FDD
Home Matters Caregiving’s 2026 FDD, issued 18 April 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A Home Matters Caregiving franchise costs $99,525 to $207,000 to open, including a $52,000 initial franchise fee. Fees paid to Home Matters Caregiving come to about 7%* of sales.
15 Home Matters Caregiving locations opened in the last year that Item 20 of Home Matters Caregiving’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Home Matters Caregiving had 8 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Home Matters Caregiving franchise agreement.
- Home Matters Caregiving’s current FDD.
- The Home Matters Caregiving 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 Matters Caregiving requires.
- The client scheduling and billing system.
- The Home Matters Caregiving 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 Matters Caregiving owners
Does Averan Advisors work with Home Matters Caregiving owners?
Averan Advisors sets up and keeps the books for Home Matters Caregiving owners, and the Averan franchise library has a breakdown of Home Matters Caregiving’s 2026 FDD with its fees, cost to open.
How does the Home Matters Caregiving royalty show up in the books?
The Home Matters Caregiving royalty is 6% of sales, according to Home Matters Caregiving’s 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 Home Matters Caregiving franchise?
Home Matters Caregiving’s 2026 FDD estimates in Item 7 that opening one Home Matters Caregiving location costs $99,525 to $207,000. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Home Matters Caregiving location opens?
Your Home Matters Caregiving 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 Matters Caregiving’s 2026 FDD.
Where to next
Talk to us about your Home Matters Caregiving opening
Send the short form for the Home Matters Caregiving opening package, or book a 30-minute call about your Home Matters Caregiving location and your opening date.
Get the offer → Book a 30-minute call