Averan The Dog Wizard Bookkeeping Conversion Package
Averan Advisors takes over the books for an open location of The Dog Wizard 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 Dog Wizard conversion package
The conversion package is for The Dog Wizard owners who already have a bookkeeper and want to switch. The work follows The Dog Wizard’s 2026 FDD and your franchise agreement. A dedicated pet care specialist handles your account.
- A written review of your current books for The Dog Wizard.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report The Dog Wizard asks for.
- Recent royalty and fee charges from The Dog Wizard checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What The Dog Wizard conversion package includes
Books review
We review your current books for The Dog Wizard 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 The Dog Wizard asks its owners for.
Fee check
We recalculate recent royalty and fee charges from The Dog Wizard from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system The Dog Wizard requires, its booking 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 The Dog Wizard’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 books for The Dog Wizard
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
The Dog Wizard 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.
The Dog Wizard reports
The books produce the monthly report The Dog Wizard asks for.
The Dog Wizard figures from the FDD
The Dog Wizard’s 56 franchisee businesses in Item 19 averaged $283,698 in 2025 gross revenue, with a median of $145,820, according to Item 19 of The Dog Wizard’s 2026 FDD, issued 4 June 2026. Fees paid to The Dog Wizard come to about 12.73%* of sales. The Dog Wizard franchise costs $112,400 to $423,850 to open.
The Dog Wizard initial franchise fee is $65,000, which is part of The Dog Wizard Item 7 estimate, according to The Dog Wizard’s 2026 FDD.
At the end of the last year that Item 20 reports, The Dog Wizard had 7 franchise agreements signed for locations not yet open.
Send us to start
- Your signed franchise agreement with The Dog Wizard.
- The Dog Wizard’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of The Dog Wizard 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 The Dog Wizard requires.
- The booking system.
- The Dog Wizard 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 The Dog Wizard owners switching bookkeepers
Can I switch my books for The Dog Wizard partway through the year?
Averan sets your switch date at the end of any month you choose.
What do you check in my current books for The Dog Wizard?
We check that every account matches its statement, recalculate recent royalty and fee charges from The Dog Wizard, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report The Dog Wizard 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 The Dog Wizard’s 2026 FDD.
Where to next
Talk to us about switching your books for The Dog Wizard
Send the short form for The Dog Wizard 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