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For new SYNERGY HomeCare owners

Averan SYNERGY HomeCare Opening Package Offer

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

Get the SYNERGY HomeCare opening package

The SYNERGY HomeCare opening package

SYNERGY HomeCare’s 2026 FDD puts the cost to open one location at $80,245 to $164,091, so getting the finances right from the start matters.

Averan helps SYNERGY HomeCare franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.

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

What the SYNERGY HomeCare opening package includes

QuickBooks file

We build a QuickBooks file for your SYNERGY HomeCare 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 SYNERGY HomeCare asks its owners for.

Analytics package

Each month we compare your results with the figures in SYNERGY HomeCare’s 2026 FDD.

Budget tracker

We turn SYNERGY HomeCare’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 SYNERGY HomeCare requires, its client scheduling and billing system and your payroll to the books.

Tested before opening

Before your SYNERGY HomeCare location opens, we run one test day of sales and one test payroll through the books.

Handoff to monthly

Your SYNERGY HomeCare 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 SYNERGY HomeCare’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.

SYNERGY HomeCare figures from the FDD

SYNERGY HomeCare’s 141 multi-territory franchise businesses open a year or more averaged $2,116,737 of sales in 2025, with a median of $1,763,025, according to Item 19 of SYNERGY HomeCare’s 2026 FDD, issued 3 April 2026. Those 141 SYNERGY HomeCare businesses held 478 of SYNERGY HomeCare’s 626 territories at the end of 2025, or 76%*. Fees paid to SYNERGY HomeCare come to about 7%* of sales. A SYNERGY HomeCare franchise costs $80,245 to $164,091 to open.

The SYNERGY HomeCare initial franchise fee is $55,000, which is part of the SYNERGY HomeCare Item 7 estimate, according to SYNERGY HomeCare’s 2026 FDD.

Send us to start

  • Your signed SYNERGY HomeCare franchise agreement.
  • SYNERGY HomeCare’s current FDD.
  • The SYNERGY HomeCare 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 SYNERGY HomeCare requires.
  • The client scheduling and billing system.
  • The SYNERGY HomeCare 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 SYNERGY HomeCare owners

Does Averan Advisors work with SYNERGY HomeCare owners?

Averan Advisors sets up and keeps the books for SYNERGY HomeCare owners, and the Averan franchise library has a breakdown of SYNERGY HomeCare’s 2026 FDD with its fees, cost to open and Item 19 figures.

How does the SYNERGY HomeCare royalty show up in the books?

The SYNERGY HomeCare royalty is 5% of sales, according to SYNERGY HomeCare’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales.

What does it cost to open a SYNERGY HomeCare franchise?

SYNERGY HomeCare’s 2026 FDD estimates in Item 7 that opening one SYNERGY HomeCare location costs $80,245 to $164,091. We turn those Item 7 lines into your opening budget and track each payment against them.

What happens after my SYNERGY HomeCare location opens?

Your SYNERGY HomeCare 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 SYNERGY HomeCare’s 2026 FDD.

Talk to us about your SYNERGY HomeCare opening

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

Get the offer → Book a 30-minute call