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For new Roto-Rooter owners

Averan Roto-Rooter Opening Package Offer

Averan Advisors gets the books and financial systems for a new Roto-Rooter location ready before opening day, so your first month closes on time. The setup follows Roto-Rooter’s 2026 FDD and your franchise agreement.

Get the Roto-Rooter opening package

The Roto-Rooter opening package

Roto-Rooter’s 2026 FDD puts the cost to open one location at $123,110 to $281,550, so getting the finances right from the start matters.

Averan helps Roto-Rooter franchisees get their books and financial systems ready before opening, with a dedicated home services specialist.

  • QuickBooks set up for Roto-Rooter’s reporting requirements.
  • Build-out spending tracked against Roto-Rooter’s 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 Roto-Rooter conversion package.

What the Roto-Rooter opening package includes

QuickBooks file

We build a QuickBooks file for your Roto-Rooter 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 Roto-Rooter asks its owners for.

Analytics package

Each month we compare your results with the figures in Roto-Rooter’s 2026 FDD.

Budget tracker

We turn Roto-Rooter’s 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 Roto-Rooter requires, its job scheduling and invoicing system and your payroll to the books.

Tested before opening

Before your Roto-Rooter location opens, we run one test day of sales and one test payroll through the books.

Handoff to monthly

Your Roto-Rooter royalty, brand fund and report due dates go on one calendar for the monthly close.

Timeline

  1. 1Kickoff5 business days

    We hold a kickoff call and send the list of documents we need.

  2. 2Setup10 business days

    We build the QuickBooks file and connect your accounts.

  3. 3Build-outEach month

    We tag every payment to a line of Roto-Rooter’s Item 7 and prepare each loan draw.

  4. 4Systems45 days before opening

    We test the point of sale, the other systems and payroll.

  5. 5Opening dayYour opening date

    We match each day of sales to the deposits that follow it.

Roto-Rooter figures from the FDD

Roto-Rooter’s 2026 FDD, issued 31 March 2026, makes no financial performance representation in Item 19, so it gives no sales or profit figure. A Roto-Rooter franchise costs $123,110 to $281,550 to open, including a $25,000 initial franchise fee. Roto-Rooter charges no percentage royalty, and owners buy a territory at 15 cents a person.

Send us to start

  • Your signed Roto-Rooter franchise agreement.
  • Roto-Rooter’s current FDD.
  • The Roto-Rooter 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 Roto-Rooter requires.
  • The job scheduling and invoicing system.
  • The Roto-Rooter 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 Roto-Rooter owners

Does Averan Advisors work with Roto-Rooter owners?

Averan Advisors sets up and keeps the books for Roto-Rooter owners, and the Averan franchise library has a breakdown of Roto-Rooter’s 2026 FDD with its fees, cost to open.

What does it cost to open a Roto-Rooter franchise?

Roto-Rooter’s 2026 FDD estimates in Item 7 that opening one Roto-Rooter location costs $123,110 to $281,550. We turn those Item 7 lines into your opening budget and track each payment against them.

What happens after my Roto-Rooter location opens?

Your Roto-Rooter 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.

Talk to us about your Roto-Rooter opening

Send the short form for the Roto-Rooter opening package, or book a 30-minute call about your Roto-Rooter location and your opening date.

Get the offer → Book a 30-minute call