Averan Visiting Angels Opening Package Offer
Averan Advisors gets the books and financial systems for a new Visiting Angels location ready before opening day, so your first month closes on time. The setup follows Visiting Angels’ 2026 FDD and your franchise agreement.
The Visiting Angels opening package
Visiting Angels’ 2026 FDD puts the cost to open one location at $125,460 to $171,150, so getting the finances right from the start matters.
Averan helps Visiting Angels franchisees get their books and financial systems ready before opening, with a dedicated senior care specialist.
- QuickBooks set up for Visiting Angels’ reporting requirements.
- Build-out spending tracked against Visiting Angels’ 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 Visiting Angels conversion package.
What the Visiting Angels opening package includes
QuickBooks file
We build a QuickBooks file for your Visiting Angels 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 Visiting Angels asks its owners for.
Analytics package
Each month we compare your results with the figures in Visiting Angels’ 2026 FDD.
Budget tracker
We turn Visiting Angels’ 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 Visiting Angels requires, its client scheduling and billing system and your payroll to the books.
Tested before opening
Before your Visiting Angels location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Visiting Angels 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 Visiting Angels’ 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.
Visiting Angels figures from the FDD
Across 550 Visiting Angels owners reporting for 2025, the average was about $2.39 million of receipts a year, according to Item 19 of Visiting Angels’ 2026 FDD, issued 20 April 2026. A Visiting Angels franchise costs $125,460 to $171,150 to open. Visiting Angels charges a royalty of 3.5% of sales and a 2.5% brand fund contribution.
7 Visiting Angels locations opened in the last year that Item 20 of Visiting Angels’ 2026 FDD reports.
Send us to start
- Your signed Visiting Angels franchise agreement.
- Visiting Angels’ current FDD.
- The Visiting Angels 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 Visiting Angels requires.
- The client scheduling and billing system.
- The Visiting Angels 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 Visiting Angels owners
Does Averan Advisors work with Visiting Angels owners?
Averan Advisors sets up and keeps the books for Visiting Angels owners, and the Averan franchise library has a breakdown of Visiting Angels’ 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Visiting Angels royalty show up in the books?
The Visiting Angels royalty is 3.5% of sales, according to Visiting Angels’ 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 Visiting Angels franchise?
Visiting Angels’ 2026 FDD estimates in Item 7 that opening one Visiting Angels location costs $125,460 to $171,150. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Visiting Angels location opens?
Your Visiting Angels 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.
Where to next
Talk to us about your Visiting Angels opening
Send the short form for the Visiting Angels opening package, or book a 30-minute call about your Visiting Angels location and your opening date.
Get the offer → Book a 30-minute call