Avenues Financial
visit site- Undisclosed
- 2 - 9 employees
- Salt Lake City, UT
Client Insights
Industry Expertise
20%
20%
10%
10%
10%
10%
10%
10%
Client Size Distribution
Small Business (<$10M) 75%
Midmarket ($10M - $1B) 20%
Enterprise (>$1B) 5%
Common Project Size
<$10K 2 projects
$10K-$49K 2 projects
Clients
- Grubmarket
Highlights from Recent Projects
Avenues Financial provided accounting services for an information services company that specializes in real estate and area guides. The company hired Avenues Financial for bookkeeping and accounting support during the COVID-19 pandemic. The team at Avenues Financial conducted job costing, budgeting, forecasting, and cash flow management. The partnership began in January 2020 and is ongoing, with the company investing approximately $500 a month for their services. The engagement has been successful, with the company appreciating the reasonable pricing and the referral from a trusted source.
In another project, Avenues Financial was hired by an advertising company for bookkeeping, financial controlling, and consulting services. The advertising company found Avenues Financial through a referral and chose them due to their high ratings, culture fit, and aligned company values. Avenues Financial was responsible for overseeing all financial operations, developing financial policies, managing cash flow, ensuring accurate financial reporting, leading budgeting processes, coordinating audits, and more. The project involved one employee from Avenues Financial and the results were satisfactory, with the advertising company appreciating the accuracy and timeliness of financial reporting, compliance with audit requirements, effective budget management, and contributions to strategic planning.
Avenues Financial also provided financial management support for an advertising and marketing company. The company needed help managing their financial operations and delivering insights to meet their evolving business needs. Avenues Financial provided end-to-end financial management support, including daily financial management, forecasting and financial insights, and expense monitoring and reporting. The partnership began in December 2022 and is ongoing. The company chose Avenues Financial for their philosophy of financial well-being that extends beyond managing money to changing behaviors, building confidence, and creating sustainable habits. The results of the engagement have been positive, with Avenues Financial providing clarity, control, and strategic guidance as the company scales.