Avenues Financial

I engaged Avenues Financial to handle our company’s financial management needs on an ongoing basis. Their services include bookkeeping, accounting, financial analysis, forecasting, and job costing. Each month, they use Quickbooks for accounting and Microsoft Excel models for financial analysis. Their assistance has been invaluable as our company continues to grow and expand.

I am most impressed with Avenues Financial’s reliability and responsiveness. Nicole, our main contact, feels like an integral part of our team. The communication through Slack and email has been seamless, and their ability to collaborate using Google Sheets has greatly improved our processes. Their fixed monthly rate for billing is also a plus.

There are no areas for improvement that I can think of. Nicole has consistently exceeded our expectations and I have complete trust in her ability to handle all our financial needs.

Avenues Financial played a crucial role in revamping our financial processes, bringing clarity to our financial records. Their expertise in cleaning up our ledger accounts and books has greatly improved our reporting accuracy and decision-making capabilities. With their assistance, we have been able to generate precise financial reports, develop effective business strategies, and receive ongoing support for our accounting needs.

Avenues Financial effectively investigated existing financial records and delivered accurate books that support informed business decisions. Their team capably executes their responsibilities, mitigating oversight and providing a trustworthy partnership for a myriad of accounting services.

I honestly can’t think of any constructive feedback. Avenues Financial has exceeded our expectations in every aspect of their service.

I engaged with Avenues Financial for comprehensive financial management solutions including job costing, budgeting, forecasting, and cash flow management. Their team composition consisted of one dedicated professional. The collaboration was initiated through a trusted referral and their pricing was reasonable. Our partnership began in January 2020 and continues to date.

Avenues Financial delivers top-notch work with efficient task completion. Their excellent communication and transparency have built a strong level of trust. The partnership has significantly alleviated our workload in managing finances.

No areas of improvement identified during our engagement with Avenues Financial.

I was responsible for overseeing all financial operations, including managing accounts receivable, accounts payable, payroll, and bank reconciliations. I developed and implemented financial policies and procedures to ensure compliance with regulatory standards and best practices. Additionally, I led the budgeting process, monitored spending, provided financial modeling and forecasting, coordinated the annual audit process, and contributed to the agency’s strategic financial planning.

Avenues Financial provided specialized expertise in digital advertising, which greatly benefited our agency. Their use of advanced technology and tools streamlined our financial processes and improved efficiency. Nicole’s proactive financial management approach helped us maximize profitability and identify areas for cost savings.

There were no areas for improvement identified during our collaboration with Avenues Financial. They delivered all financial items on time, responded effectively to our needs, and demonstrated a strong understanding of our industry.