Avenues Financial

Avenues Financial was hired by a marketing company to address their accounting and forecasting issues. The team successfully cleaned up the company's ledger accounts and books, which greatly improved their reporting. Their expertise enabled the company to collect precise financial reports and make informed business decisions. They also assisted with tax preparation and business strategy development and continue to cater to the company's accounting needs. The client, who invested between $10,000–$50,000 in their services, has been working with Avenues Financial since January 2020 and expressed satisfaction with their work.

An information services company engaged Avenues Financial to help with accounting and bookkeeping during the COVID-19 pandemic. The team conducted job costing, budgeting, forecasting, and cash flow management. The client, who spends about $500 a month on their services, started working with Avenues Financial in January 2020 and continues to benefit from their partnership. The client found Avenues Financial through a friend's referral and chose them for their reasonable pricing.

Avenues Financial was hired by Version2, a programmatic advertising company, for their bookkeeping, financial controller, and consulting needs. The team oversaw all financial operations, developed and maintained financial policies and procedures, managed cash flow and forecasting, ensured accurate and timely financial reporting, and led the budgeting process. They also coordinated and led the annual audit process, ensured compliance with reporting requirements and tax filings, and contributed to the development of the agency's strategic goals from a financial perspective. The client was pleased with the monthly financial reports, annual budget, quarterly forecasts, and the strategic financial plan aligned with the agency’s goals that Avenues Financial delivered.