Averan Made in the Shade Blinds & More Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Made in the Shade Blinds & More 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 Made in the Shade Blinds & More conversion package
The conversion package is for Made in the Shade Blinds & More owners who already have a bookkeeper and want to switch. The work follows Made in the Shade Blinds & More’s 2026 FDD and your franchise agreement. A dedicated home improvement specialist handles your account.
- A written review of your current Made in the Shade Blinds & More books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Made in the Shade Blinds & More asks for.
- Recent Made in the Shade Blinds & More royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the Made in the Shade Blinds & More conversion package includes
Books review
We review your current Made in the Shade Blinds & More 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 Made in the Shade Blinds & More asks its owners for.
Fee check
We recalculate recent Made in the Shade Blinds & More royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Made in the Shade Blinds & More requires, its job scheduling and invoicing 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 Made in the Shade Blinds & More’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 Made in the Shade Blinds & More books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Made in the Shade Blinds & More 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.
Made in the Shade Blinds & More reports
The books produce the monthly report Made in the Shade Blinds & More asks for.
Made in the Shade Blinds & More figures from the FDD
Made in the Shade Blinds & More’s 69 surveyed US franchisees averaged $730,016 of revenue in 2025, with a median of $496,655, according to Item 19 of Made in the Shade Blinds & More’s 2026 FDD, issued 28 April 2026. The 69 in that group are 65%* of Made in the Shade Blinds & More’s 106 eligible US franchisees.
Made in the Shade Blinds & More’s 2026 FDD estimates in Item 7 that opening one Made in the Shade Blinds & More location costs $78,000 to $107,700, including the $67,500 initial franchise fee.
21 Made in the Shade Blinds & More locations opened in the last year that Item 20 of Made in the Shade Blinds & More’s 2026 FDD reports.
Send us to start
- Your signed Made in the Shade Blinds & More franchise agreement.
- Made in the Shade Blinds & More’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Made in the Shade Blinds & More 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 Made in the Shade Blinds & More requires.
- The job scheduling and invoicing system.
- The Made in the Shade Blinds & More 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 Made in the Shade Blinds & More owners switching bookkeepers
Can I switch my Made in the Shade Blinds & More 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 Made in the Shade Blinds & More books?
We check that every account matches its statement, recalculate recent Made in the Shade Blinds & More royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Made in the Shade Blinds & More 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 Made in the Shade Blinds & More’s 2026 FDD.
Where to next
Talk to us about switching your Made in the Shade Blinds & More books
Send the short form for the Made in the Shade Blinds & More 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