Averan Pop-A-Lock Bookkeeping Conversion Package
Averan Advisors takes over the books for an open Pop-A-Lock 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 Pop-A-Lock conversion package
The conversion package is for Pop-A-Lock owners who already have a bookkeeper and want to switch. The work follows Pop-A-Lock’s 2026 FDD and your franchise agreement. A dedicated home services specialist handles your account.
- A written review of your current Pop-A-Lock books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report Pop-A-Lock asks for.
- Recent Pop-A-Lock royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the Pop-A-Lock conversion package includes
Books review
We review your current Pop-A-Lock 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 Pop-A-Lock asks its owners for.
Fee check
We recalculate recent Pop-A-Lock royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system Pop-A-Lock 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 Pop-A-Lock’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 Pop-A-Lock books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
Pop-A-Lock 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.
Pop-A-Lock reports
The books produce the monthly report Pop-A-Lock asks for.
Pop-A-Lock figures from the FDD
Pop-A-Lock’s 2026 FDD, issued 1 May 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A Pop-A-Lock franchise costs $117,565.95 to $190,610.95 to open, including an initial franchise fee of $23,000 to $63,000 set by territory population. Fees paid to Pop-A-Lock come to about 8%* of sales.
1 Pop-A-Lock location opened in the last year that Item 20 of Pop-A-Lock’s 2026 FDD reports.
Send us to start
- Your signed Pop-A-Lock franchise agreement.
- Pop-A-Lock’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of Pop-A-Lock 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 Pop-A-Lock requires.
- The job scheduling and invoicing system.
- The Pop-A-Lock 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 Pop-A-Lock owners switching bookkeepers
Can I switch my Pop-A-Lock 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 Pop-A-Lock books?
We check that every account matches its statement, recalculate recent Pop-A-Lock royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report Pop-A-Lock 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 Pop-A-Lock’s 2026 FDD.
Where to next
Talk to us about switching your Pop-A-Lock books
Send the short form for the Pop-A-Lock 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