Averan P3 Recovery Bookkeeping Conversion Package
Averan Advisors takes over the books for an open P3 Recovery 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 P3 Recovery conversion package
The conversion package is for P3 Recovery owners who already have a bookkeeper and want to switch. The work follows P3 Recovery’s 2026 FDD and your franchise agreement. A dedicated health and wellness specialist handles your account.
- A written review of your current P3 Recovery books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report P3 Recovery asks for.
- Recent P3 Recovery royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the P3 Recovery conversion package includes
Books review
We review your current P3 Recovery 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 P3 Recovery asks its owners for.
Fee check
We recalculate recent P3 Recovery royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system P3 Recovery 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 P3 Recovery’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 P3 Recovery books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
P3 Recovery 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.
P3 Recovery reports
The books produce the monthly report P3 Recovery asks for.
P3 Recovery figures from the FDD
P3 Recovery’s 2026 FDD, issued 9 March 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A P3 Recovery franchise costs $731,022 to $1,360,022 to open, including the $65,000 initial franchise fee. P3 Recovery charges a royalty of 8% of weekly gross revenues for the first 12 months and 10% after that.
Send us to start
- Your signed P3 Recovery franchise agreement.
- P3 Recovery’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of P3 Recovery 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 P3 Recovery requires.
- The booking and membership system.
- The P3 Recovery 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 P3 Recovery owners switching bookkeepers
Can I switch my P3 Recovery 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 P3 Recovery books?
We check that every account matches its statement, recalculate recent P3 Recovery royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report P3 Recovery 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.
Where to next
Talk to us about switching your P3 Recovery books
Send the short form for the P3 Recovery 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