Averan Senior Helpers Opening Package Offer
Averan Advisors gets the books and financial systems for a new Senior Helpers location ready before opening day, so your first month closes on time. The setup follows Senior Helpers’ 2026 FDD and your franchise agreement.
The Senior Helpers opening package
Senior Helpers’ 2026 FDD puts the cost to open one location at $176,500 to $231,500, so getting the finances right from the start matters.
Averan helps Senior Helpers franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Senior Helpers’ reporting requirements.
- Build-out spending tracked against Senior Helpers’ 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 Senior Helpers conversion package.
What the Senior Helpers opening package includes
QuickBooks file
We build a QuickBooks file for your Senior Helpers 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 Senior Helpers asks its owners for.
Analytics package
Each month we compare your results with the figures in Senior Helpers’ 2026 FDD.
Budget tracker
We turn Senior Helpers’ 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 Senior Helpers requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Senior Helpers location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Senior Helpers 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 Senior Helpers’ 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.
Senior Helpers figures from the FDD
Senior Helpers franchisees averaged $1,839,518 of sales in 2025, with a median of $1,452,858, according to Item 19 of Senior Helpers’ 2026 FDD, issued 29 April 2026. The 241 in that group are 61%* of Senior Helpers’ 394 locations. Fees paid to Senior Helpers come to about 7%* of sales. A Senior Helpers franchise costs $176,500 to $231,500 to open.
The Senior Helpers initial franchise fee is $55,000, which is part of the Senior Helpers Item 7 estimate, according to Senior Helpers’ 2026 FDD.
At the Senior Helpers average of $1,839,518 of sales a year, the 5% royalty comes to about $7,665* a month and the 1.5% brand fund to about $2,299* a month.
Send us to start
- Your signed Senior Helpers franchise agreement.
- Senior Helpers’ current FDD.
- The Senior Helpers 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 Senior Helpers requires.
- The client scheduling and billing system.
- The Senior Helpers 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 Senior Helpers owners
Does Averan Advisors work with Senior Helpers owners?
Averan Advisors sets up and keeps the books for Senior Helpers owners, and the Averan franchise library has a breakdown of Senior Helpers’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Senior Helpers royalty show up in the books?
The Senior Helpers royalty is 5% of sales, according to Senior Helpers’ 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Senior Helpers average of $1,839,518 a year, it comes to about $7,665 a month, by Averan’s calculation.
What does it cost to open a Senior Helpers franchise?
Senior Helpers’ 2026 FDD estimates in Item 7 that opening one Senior Helpers location costs $176,500 to $231,500. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Senior Helpers location opens?
Your Senior Helpers 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 Senior Helpers’ 2026 FDD.
Where to next
Talk to us about your Senior Helpers opening
Send the short form for the Senior Helpers opening package, or book a 30-minute call about your Senior Helpers location and your opening date.
Get the offer → Book a 30-minute call