Averan Patrice & Associates Opening Package Offer
Averan Advisors gets the books and financial systems for a new Patrice & Associates location ready before opening day, so your first month closes on time. The setup follows Patrice & Associates’ 2026 FDD and your franchise agreement.
The Patrice & Associates opening package
Patrice & Associates’ 2026 FDD puts the cost to open one location at $105,100 to $121,050, so getting the finances right from the start matters.
Averan helps Patrice & Associates franchisees get their books and financial systems ready before opening, with a dedicated staffing specialist.
- QuickBooks set up for Patrice & Associates’ reporting requirements.
- Build-out spending tracked against Patrice & Associates’ 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 Patrice & Associates conversion package.
What the Patrice & Associates opening package includes
QuickBooks file
We build a QuickBooks file for your Patrice & Associates 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 Patrice & Associates asks its owners for.
Analytics package
Each month we compare your results with the figures in Patrice & Associates’ 2026 FDD.
Budget tracker
We turn Patrice & Associates’ 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 Patrice & Associates requires, its timekeeping and client billing system and your payroll to the books.
Tested before opening
Before your Patrice & Associates location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Patrice & Associates 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 Patrice & Associates’ 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.
Patrice & Associates figures from the FDD
Patrice & Associates franchisees averaged $17,527 of sales in 2025, with a median of $0, according to Item 19 of Patrice & Associates’ 2026 FDD, issued 30 April 2026. The 194 in that group are 100%* of Patrice & Associates’ 194 locations. Fees paid to Patrice & Associates come to about 24%* of sales.
Patrice & Associates’ 2026 FDD estimates in Item 7 that opening one Patrice & Associates location costs $105,100 to $121,050, including the $65,000 initial franchise fee.
At the Patrice & Associates average of $17,527 of sales a year, the 10% royalty comes to about $146* a month and the 2% brand fund to about $29* a month.
21 Patrice & Associates locations opened in the last year that Item 20 of Patrice & Associates’ 2026 FDD reports.
Send us to start
- Your signed Patrice & Associates franchise agreement.
- Patrice & Associates’ current FDD.
- The Patrice & Associates 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 Patrice & Associates requires.
- The timekeeping and client billing system.
- The Patrice & Associates 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 Patrice & Associates owners
Does Averan Advisors work with Patrice & Associates owners?
Averan Advisors sets up and keeps the books for Patrice & Associates owners, and the Averan franchise library has a breakdown of Patrice & Associates’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Patrice & Associates royalty show up in the books?
The Patrice & Associates royalty is 10% of sales, according to Patrice & Associates’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Patrice & Associates average of $17,527 a year, it comes to about $146 a month, by Averan’s calculation.
What does it cost to open a Patrice & Associates franchise?
Patrice & Associates’ 2026 FDD estimates in Item 7 that opening one Patrice & Associates location costs $105,100 to $121,050. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Patrice & Associates location opens?
Your Patrice & Associates 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 Patrice & Associates’ 2026 FDD.
Where to next
Talk to us about your Patrice & Associates opening
Send the short form for the Patrice & Associates opening package, or book a 30-minute call about your Patrice & Associates location and your opening date.
Get the offer → Book a 30-minute call