Averan PaintEZ Bookkeeping Conversion Package
Averan Advisors takes over the books for an open PaintEZ 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 PaintEZ conversion package
The conversion package is for PaintEZ owners who already have a bookkeeper and want to switch. The work follows PaintEZ’s 2026 FDD and your franchise agreement. A dedicated home improvement specialist handles your account.
- A written review of your current PaintEZ books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report PaintEZ asks for.
- Recent PaintEZ royalty and fee charges checked against your agreement.
Book a 30-minute call to talk through your switch.
What the PaintEZ conversion package includes
Books review
We review your current PaintEZ 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 PaintEZ asks its owners for.
Fee check
We recalculate recent PaintEZ royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system PaintEZ 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 PaintEZ’s 2026 FDD.
First close on time
We close your first month with us on a date agreed upon up front.
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 PaintEZ books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
PaintEZ 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.
PaintEZ reports
The books produce the monthly report PaintEZ asks for.
PaintEZ figures from the FDD
PaintEZ’s 15 franchisees with one territory, open all of 2025, averaged $412,690 of revenue in 2025, with a median of $294,767, and its 7 franchisees with more than one territory averaged $485,638, according to Item 19 of PaintEZ’s 2026 FDD, issued 3 September 2026. Fees paid to PaintEZ come to about 10.88%* of the single-territory average. A PaintEZ franchise costs $105,200 to $189,200 to open.
The PaintEZ initial franchise fee is $50,000, which is part of the PaintEZ Item 7 estimate, according to PaintEZ’s 2026 FDD.
At the end of the last year that Item 20 reports, PaintEZ had 5 franchise agreements signed for locations not yet open.
Send us to start
- Your signed PaintEZ franchise agreement.
- PaintEZ’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of PaintEZ 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 job scheduling and invoicing system.
- The PaintEZ reporting portal.
- Your invoice and expense software.
- View access to your bank accounts and credit cards, with no power to move money.
- The files, workpapers and logins your current bookkeeper holds.
Questions from PaintEZ owners switching bookkeepers
Can I switch my PaintEZ 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 PaintEZ books?
We check that every account matches its statement, recalculate recent PaintEZ royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report PaintEZ asks for.
Who owns the QuickBooks file?
You own the QuickBooks file. 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 PaintEZ’s 2026 FDD.
Where to next
Talk to us about switching your PaintEZ books
Send the short form for the PaintEZ 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