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Avenues Financial

Avenues Financial

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5.0 (6 reviews)
Salt Lake City, UT
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Exceeds Expectations

Avenues Financial is a Salt Lake City firm founded in 2018 that divides its work almost equally between outsourced bookkeeping and accounting and fractional CFO services for Utah businesses. It promises monthly financial statements within the first five days of each month, and that service promise sits at the heart of its pitch. Reviewers highlight strategic financial planning, yearly budget forecasting and CFO level advice offered at a price small firms can afford.

Min Project Size

$25,000

Hourly Rate

$100-149

Employees

2-9

Year Founded

2018

Languages

1

Years In Business

8+

Service Focus

Expertise distribution across services.

Pricing snapshot

Most Common Project Size $0 – $10,000 Based on 5 reviews
Average Hourly Rate $100-149 per hour
Rating for Cost 5/5

Reviews

Submit Review
The Project
Accounting Confidential Jan. 2022 - Ongoing
5
Quality 5 Schedule 5 Cost 5 Willing to Refer 5
The Review

Accounting Services for Advertising Company

“Avenues Financial’s work has led to year-over-year growth in revenue, net profit margins, EBITDA, and cash flow. The team deeply understands the digital advertising industry, allowing them to provide tailored advice and solutions that benefit the client.”

2 months ago
Feedback Summary

An advertising company has hired Avenues Financial for accounting services. The team handles monthly financial reports, annual budget forecasts, financial strategies, and file audit and compliance reports.

The Reviewer
S
Shane Taylor Business Services
Salt Lake City, UT 2-9 Verified
The Project
Accounting Confidential Dec. 2022 - Ongoing
5
Quality 5 Schedule 5 Cost 5 Willing to Refer 5
The Review

Financial Management Support for Advertising & Marketing Co

“Avenues Financial has helped the client improve their financial operations, resulting in accurate forecasting, increased expense visibility, enhanced operational efficiency, and informed decision-making. Their team is knowledgeable, skilled, and punctual,”

2 months ago
Feedback Summary

Avenues Financial provides end-to-end financial management support for an advertising and marketing company. Tasks include daily financial management, forecasting, financial insights, and expense reporting.

The Reviewer
A
Anonymous Business Services
Salt Lake City, UT 2-9 Verified
The Project
Accounting Less than $10,000 Jan. 2020 - Ongoing
5
Quality 5 Schedule 5 Cost 5 Willing to Refer 5
The Review

Accounting Services for Information Services Company

“Avenues Financial delivers high-quality work and completes their tasks efficiently. They communicate well and are transparent, which has helped them earn their client’s trust. As a result, their partnership has relieved the client’s workload when it comes”

2 months ago
Feedback Summary

Avenues Financial handles job costing, budgeting, forecasting, and cash flow management for their client. They also collaborate with the client’s tax accountant to ensure the filing season goes smoothly.

The Reviewer
A
Anonymous Business Services
Salt Lake City, UT 2-9 Verified
The Project
Accounting $10,000 to $49,999 Jan. 2020 - Ongoing
5
Quality 5 Schedule 5 Cost 5 Willing to Refer 5
The Review

Bookkeeping, Forecasting, & Reporting for Marketing Co

“Avenues Financial effectively investigated existing financial records and delivered accurate books that support informed business decisions. The team capably executes their responsibilities, which mitigates oversight. They remain a trustworthy partner tha”

2 months ago
Feedback Summary

After inheriting mismanaged books, Avenues Financial reorganized them to accurately reflect a marketing company’s financial standing. They provide bookkeeping, financial forecasting, and reporting services.

The Reviewer
J
Jordan Conner Business Services
Salt Lake City, UT 2-9 Verified
The Project
Accounting Less than $10,000 Jan. 2020 - Ongoing
5
Quality 5 Schedule 5 Cost 5 Willing to Refer 5
The Review

Accounting & Financial Analysis for SEO Agency

“Avenues Financial is doing a great job of managing the accounting and FP&A needs of the client. The team always meet their deadlines and exceed all of the client's expectations. They communicate using Slack, email, and phone and the team is very responsiv”

2 months ago
Feedback Summary

Avenues Financial provides ongoing financial services for an SEO agency. The company handles the bookkeeping, accounting, financial analysis, forecasting, and job costing.

The Reviewer
A
Anonymous Business Services
Salt Lake City, UT 2-9 Verified

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