Averan Window Genie Opening Package Offer
Averan Advisors gets the books and financial systems for a new Window Genie location ready before opening day, so your first month closes on time. The setup follows Window Genie’s 2026 FDD and your franchise agreement.
The Window Genie opening package
Window Genie’s 2026 FDD puts the cost to open one location at $136,064 to $305,683, so getting the finances right from the start matters.
Averan helps Window Genie franchisees get their books and financial systems ready before opening, with a dedicated cleaning and restoration specialist.
- QuickBooks set up for Window Genie’s reporting requirements.
- Build-out spending tracked against Window Genie’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 Window Genie conversion package.
What the Window Genie opening package includes
QuickBooks file
We build a QuickBooks file for your Window Genie 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 Window Genie asks its owners for.
Analytics package
Each month we compare your results with the figures in Window Genie’s 2026 FDD.
Budget tracker
We turn Window Genie’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 Window Genie requires, its job scheduling and invoicing system and your payroll to the books.
Tested before opening
Before your Window Genie location opens, we run one test day of sales and one test payroll through the books.
Handoff to monthly
Your Window Genie 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 Window Genie’s 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.
Window Genie figures from the FDD
Window Genie franchisees averaged $475,663 of sales in 2025, with a median of $386,484, according to Item 19 of Window Genie’s 2026 FDD, issued 1 April 2026. The 94 in that group are 91%* of Window Genie’s 103 locations. Fees paid to Window Genie come to about 9%* of sales. A Window Genie franchise costs $136,064 to $305,683 to open.
The Window Genie initial franchise fee is $40,000, which is part of the Window Genie Item 7 estimate, according to Window Genie’s 2026 FDD.
At the Window Genie average of $475,663 of sales a year, the 7% royalty comes to about $2,775* a month and the 2% brand fund to about $793* a month.
9 Window Genie locations opened in the last year that Item 20 of Window Genie’s 2026 FDD reports.
At the end of the last year that Item 20 reports, Window Genie had 4 franchise agreements signed for locations not yet open.
Send us to start
- Your signed Window Genie franchise agreement.
- Window Genie’s current FDD.
- The Window Genie 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 Window Genie requires.
- The job scheduling and invoicing system.
- The Window Genie 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 Window Genie owners
Does Averan Advisors work with Window Genie owners?
Averan Advisors sets up and keeps the books for Window Genie owners, and the Averan franchise library has a breakdown of Window Genie’s 2026 FDD with its fees, cost to open and Item 19 figures.
How does the Window Genie royalty show up in the books?
The Window Genie royalty is 7% of sales, according to Window Genie’s 2026 FDD. We record it on its own line, so each month’s charge can be checked against your sales. At the Window Genie average of $475,663 a year, it comes to about $2,775 a month, by Averan’s calculation.
What does it cost to open a Window Genie franchise?
Window Genie’s 2026 FDD estimates in Item 7 that opening one Window Genie location costs $136,064 to $305,683. We turn those Item 7 lines into your opening budget and track each payment against them.
What happens after my Window Genie location opens?
Your Window Genie 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 Window Genie’s 2026 FDD.
Where to next
Talk to us about your Window Genie opening
Send the short form for the Window Genie opening package, or book a 30-minute call about your Window Genie location and your opening date.
Get the offer → Book a 30-minute call