Averan Oasis Senior Advisors Opening Package Offer
Averan Advisors gets the books and financial systems for a new Oasis Senior Advisors location ready before opening day, so your first month closes on time. The setup follows Oasis Senior Advisors’ 2026 FDD and your franchise agreement.
The Oasis Senior Advisors opening package
Oasis Senior Advisors’ 2026 FDD puts the cost to open one location at $63,089 to $109,239, so getting the finances right from the start matters.
Averan helps Oasis Senior Advisors franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Oasis Senior Advisors’ reporting requirements.
- Build-out spending tracked against Oasis Senior Advisors’ 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 Oasis Senior Advisors conversion package.
What the Oasis Senior Advisors opening package includes
QuickBooks file
We build a QuickBooks file for your Oasis Senior Advisors 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 Oasis Senior Advisors asks its owners for.
Analytics package
Each month we compare your results with the figures in Oasis Senior Advisors’ 2026 FDD.
Budget tracker
We turn Oasis Senior Advisors’ 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 Oasis Senior Advisors requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Oasis Senior Advisors location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Oasis Senior Advisors 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 Oasis Senior Advisors’ 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.
Oasis Senior Advisors figures from the FDD
Oasis Senior Advisors’ 114 businesses that ran the full 2025 year averaged $247,280, from $548,795 in the top quartile down to $57,470 in the bottom, according to Item 19 of Oasis Senior Advisors’ 2026 FDD, issued 17 April 2026. The 114 in that group are 80%* of Oasis Senior Advisors’ 142 locations.
Oasis Senior Advisors’ 2026 FDD estimates in Item 7 that opening one Oasis Senior Advisors location costs $63,089 to $109,239, including the $40,000 initial franchise fee.
27 Oasis Senior Advisors locations opened in the last year that Item 20 of Oasis Senior Advisors’ 2026 FDD reports.
At the end of the last year that Item 20 reports, Oasis Senior Advisors had 3 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Oasis Senior Advisors franchise agreement.
- Oasis Senior Advisors’ current FDD.
- The Oasis Senior Advisors 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 Oasis Senior Advisors requires.
- The client scheduling and billing system.
- The Oasis Senior Advisors 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 Oasis Senior Advisors owners
Does Averan Advisors work with Oasis Senior Advisors owners?
Averan Advisors sets up and keeps the books for Oasis Senior Advisors owners, and the Averan franchise library has a breakdown of Oasis Senior Advisors’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Oasis Senior Advisors royalty show up in the books?
The Oasis Senior Advisors royalty is 10% of sales, according to Oasis Senior Advisors’ 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 an Oasis Senior Advisors franchise?
Oasis Senior Advisors’ 2026 FDD estimates in Item 7 that opening one Oasis Senior Advisors location costs $63,089 to $109,239. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Oasis Senior Advisors location opens?
Your Oasis Senior Advisors 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 Oasis Senior Advisors’ 2026 FDD.
Where to next
Talk to us about your Oasis Senior Advisors opening
Send the short form for the Oasis Senior Advisors opening package, or book a 30-minute call about your Oasis Senior Advisors location and your opening date.
Get the offer → Book a 30-minute call