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For The DRIPBaR owners switching bookkeepers

Averan The DRIPBaR Bookkeeping Conversion Package

Averan Advisors takes over the books for an open location of The DRIPBaR 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.

Request The DRIPBaR conversion package

The DRIPBaR conversion package

The conversion package is for The DRIPBaR owners who already have a bookkeeper and want to switch. The work follows The DRIPBaR’s 2026 FDD and your franchise agreement. A dedicated health and wellness specialist handles your account.

  • A written review of your current books for The DRIPBaR.
  • Every account matched to its statement on your switch date.
  • Accounts rebuilt to produce the monthly report The DRIPBaR asks for.
  • Recent royalty and fee charges from The DRIPBaR checked against your agreement.

Do you have 30 minutes this week? Book a 30-minute call.

What The DRIPBaR conversion package includes

Books review

We review your current books for The DRIPBaR 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 DRIPBaR asks its owners for.

Fee check

We recalculate recent royalty and fee charges from The DRIPBaR from your sales and check them against your franchise agreement.

Systems reconnected

We reconnect the point-of-sale system The DRIPBaR requires, its practice management and billing 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 DRIPBaR’s 2026 FDD.

First close on time

We close your first month with us by the 15th of the next month.

Timeline

  1. 1Kickoff5 business days

    We hold a kickoff call and request access to your current books.

  2. 2Review10 business days

    We send written findings, a scope and a price.

  3. 3CleanupSet in the scope

    We fix the errors we found and rebuild the accounts.

  4. 4CutoverYour switch date

    We move your systems to the new books and lock the opening balances.

  5. 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 DRIPBaR

Reconciliations

Every bank, card and loan account matched to its statement.

Royalty and fees

The DRIPBaR 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 DRIPBaR reports

The books produce the monthly report The DRIPBaR asks for.

The DRIPBaR figures from the FDD

The DRIPBaR franchisees averaged $791,227 of sales in 2025, according to Item 19 of The DRIPBaR’s 2026 FDD, issued 30 April 2026. The 13 in that group are 10%* of The DRIPBaR’s 126 locations. Fees paid to The DRIPBaR come to about 9%* of sales. The DRIPBaR franchise costs $168,825 to $399,500 to open.

The DRIPBaR initial franchise fee is $60,000, which is part of The DRIPBaR Item 7 estimate, according to The DRIPBaR’s 2026 FDD.

At The DRIPBaR average of $791,227 of sales a year, the 7% royalty comes to about $4,615* a month and the 2% brand fund to about $1,319* a month.

28 The DRIPBaR locations opened in the last year that Item 20 of The DRIPBaR’s 2026 FDD reports.

At the end of the last year that Item 20 reports, The DRIPBaR had 18 franchise agreements signed for locations not yet open.

Send us to start

  • Your signed franchise agreement with The DRIPBaR.
  • The DRIPBaR’s current FDD.
  • Your last 12 months of financial statements.
  • Your last 12 months of The DRIPBaR 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 DRIPBaR requires.
  • The practice management and billing system.
  • The DRIPBaR 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 DRIPBaR owners switching bookkeepers

Can I switch my books for The DRIPBaR 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 DRIPBaR?

We check that every account matches its statement, recalculate recent royalty and fee charges from The DRIPBaR, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report The DRIPBaR 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 DRIPBaR’s 2026 FDD.

Talk to us about switching your books for The DRIPBaR

Send the short form for The DRIPBaR 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