Averan WIN Home Inspection Bookkeeping Conversion Package
Averan Advisors takes over the books for an open WIN Home Inspection location 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 WIN Home Inspection conversion package
The conversion package is for WIN Home Inspection owners who already have a bookkeeper and want to switch. The work follows WIN Home Inspection’s 2026 FDD and your franchise agreement. A dedicated home services specialist handles your account.
- A written review of your current WIN Home Inspection books.
- Every account matched to its statement on your switch date.
- Accounts rebuilt to produce the monthly report WIN Home Inspection asks for.
- Recent WIN Home Inspection royalty and fee charges checked against your agreement.
Do you have 30 minutes this week? Book a 30-minute call.
What the WIN Home Inspection conversion package includes
Books review
We review your current WIN Home Inspection books 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 WIN Home Inspection asks its owners for.
Fee check
We recalculate recent WIN Home Inspection royalty and fee charges from your sales and check them against your franchise agreement.
Systems reconnected
We reconnect the point-of-sale system WIN Home Inspection requires, its job scheduling and invoicing 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 WIN Home Inspection’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 WIN Home Inspection books
Reconciliations
Every bank, card and loan account matched to its statement.
Royalty and fees
WIN Home Inspection 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.
WIN Home Inspection reports
The books produce the monthly report WIN Home Inspection asks for.
WIN Home Inspection figures from the FDD
WIN Home Inspection franchisees with $100,000 or more averaged $269,804 of gross revenue in 2025, with a median of $205,898, according to Item 19 of WIN Home Inspection’s 2026 FDD, issued 16 March 2026. The 94 in that group are 56%* of WIN Home Inspection’s 168 franchisees. Fees paid to WIN Home Inspection come to about 13.26%* of sales.
WIN Home Inspection’s 2026 FDD estimates in Item 7 that opening one WIN Home Inspection location costs $41,200 to $49,800, including the $21,000 initial franchise fee.
18 WIN Home Inspection locations opened in the last year that Item 20 of WIN Home Inspection’s 2026 FDD reports.
At the end of the last year that Item 20 reports, WIN Home Inspection had 8 franchise agreements signed for locations not yet open.
Send us to start
- Your signed WIN Home Inspection franchise agreement.
- WIN Home Inspection’s current FDD.
- Your last 12 months of financial statements.
- Your last 12 months of WIN Home Inspection 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 WIN Home Inspection requires.
- The job scheduling and invoicing system.
- The WIN Home Inspection 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 WIN Home Inspection owners switching bookkeepers
Can I switch my WIN Home Inspection books partway through the year?
Averan sets your switch date at the end of any month you choose.
What do you check in my current WIN Home Inspection books?
We check that every account matches its statement, recalculate recent WIN Home Inspection royalty and fee charges, clear uncategorized transactions, explain every balance sheet account and confirm the books produce the report WIN Home Inspection 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 WIN Home Inspection’s 2026 FDD.
Where to next
Talk to us about switching your WIN Home Inspection books
Send the short form for the WIN Home Inspection 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