Averan ShelfGenie Opening Package Offer
Averan Advisors gets the books and financial systems for a new ShelfGenie location ready before opening day, so your first month closes on time. The setup follows ShelfGenie’s 2026 FDD and your franchise agreement.
The ShelfGenie opening package
ShelfGenie’s 2026 FDD puts the cost to open one location at $95,300 to $148,350, so getting the finances right from the start matters.
Averan helps ShelfGenie franchisees get their books and financial systems ready before opening, with a dedicated home improvement specialist.
- QuickBooks set up for ShelfGenie’s reporting requirements.
- Build-out spending tracked against ShelfGenie’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 ShelfGenie conversion package.
What the ShelfGenie opening package includes
QuickBooks file
We build a QuickBooks file for your ShelfGenie 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 ShelfGenie asks its owners for.
Analytics package
Each month we compare your results with the figures in ShelfGenie’s 2026 FDD.
Budget tracker
We turn ShelfGenie’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 ShelfGenie requires, its job scheduling and invoicing system and your payroll to the books.
Tested before opening
Before your ShelfGenie location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your ShelfGenie 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 ShelfGenie’s 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.
ShelfGenie figures from the FDD
ShelfGenie franchisees averaged $123,918 of sales in 2025, with a median of $91,751, according to Item 19 of ShelfGenie’s 2026 FDD, issued 1 April 2026. The 234 in that group are 89%* of ShelfGenie’s 262 franchised territories. Fees paid to ShelfGenie come to about 13.07%* of sales. A ShelfGenie franchise costs $95,300 to $148,350 to open.
The ShelfGenie initial franchise fee is $69,500, which is part of the ShelfGenie Item 7 estimate, according to ShelfGenie’s 2026 FDD.
At the ShelfGenie average of $123,918 of sales a year, the 7% royalty comes to about $723* a month and the 2% brand fund to about $207* a month.
13 ShelfGenie locations opened in the last year that Item 20 of ShelfGenie’s 2026 FDD reports.
At the end of the last year that Item 20 reports, ShelfGenie had 7 franchise agreements signed for locations not yet open.
Send us to start
- Your signed ShelfGenie franchise agreement.
- ShelfGenie’s current FDD.
- The ShelfGenie 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 ShelfGenie requires.
- The job scheduling and invoicing system.
- The ShelfGenie 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 ShelfGenie owners
Does Averan Advisors work with ShelfGenie owners?
Averan Advisors sets up and keeps the books for ShelfGenie owners, and the Averan franchise library has a breakdown of ShelfGenie’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the ShelfGenie royalty show up in the books?
The ShelfGenie royalty is 7% of sales, according to ShelfGenie’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the ShelfGenie average of $123,918 a year, it comes to about $723 a month, by Averan’s calculation.
What does it cost to open a ShelfGenie franchise?
ShelfGenie’s 2026 FDD estimates in Item 7 that opening one ShelfGenie location costs $95,300 to $148,350. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my ShelfGenie location opens?
Your ShelfGenie 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 ShelfGenie’s 2026 FDD.
Where to next
Talk to us about your ShelfGenie opening
Send the short form for the ShelfGenie opening package, or book a 30-minute call about your ShelfGenie location and your opening date.
Get the offer → Book a 30-minute call