Meet the Team
Meet the accounting experts at Avenues Financial
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Avenues Financial is an Award-Winning Accounting Firm
Our Awards
Meet Our Team
Founder
Bookkeeper
Controller
Controller
Chief Marketing Officer
Bookkeeper
Bookkeeper
Bookkeeper
Connie Jensen, Bookkeeper
With nearly four years of dedicated experience in bookkeeping, Connie has developed a robust expertise in bookkeeping and accounting. As a highly skilled Bookkeeper, Connie is known for her precision and efficiency in delivering comprehensive bookkeeping services across a diverse client base.
Connie excels in overseeing daily financial operations, including the meticulous reconciliation of bank and credit card statements and the preparation of detailed financial reports. Her exceptional attention to detail ensures that all financial data is accurately categorized and recorded, providing clients with clear and reliable financial insights.
A proactive problem-solver, Connie is committed to resolving issues swiftly and effectively, whether they involve vendors or clients. Her adept use of accounting software and systems enhances her ability to perform her duties with precision and efficiency. Connie’s dedication to excellence and meticulous approach to bookkeeping significantly contribute to her clients’ financial well-being. By consistently delivering high-quality services, she plays a crucial role in helping clients achieve their financial goals and maintain a solid financial foundation.
Sophie Bennett, Controller
With over 15 years of proven expertise in financial leadership, strategic planning, and operational efficiency. Sophie is known for her exceptional ability to manage complex financial operations, Sophie is dedicated to driving business growth through accurate financial reporting, precise budgeting, and robust internal controls.
In her role as Controller, Sophie oversees all aspects of the client’s financial operations, ensuring the integrity of financial data and the effectiveness of accounting processes. She has a sharp focus on optimizing efficiency, implementing best practices, and ensuring compliance with regulatory requirements. Her deep understanding of cash flow management, forecasting, and financial analysis enables her to provide critical insights that empower executive teams to make informed, data-driven decisions.
Sophie’s leadership style is grounded in collaboration and accountability, fostering an environment where her finance teams thrive and consistently deliver high-quality work. She takes a hands-on approach to guiding her teams through month-end and year-end closings, financial audits, and the development of annual budgets. Her efforts have resulted in enhanced financial transparency, improved performance metrics, and significant cost reductions.
Shellee Reading, Controller
With over 25 years of distinguished experience in accounting and financial management, Shellee Reading has earned a reputation as a leading Controller at Avenues Financial. Her extensive career is marked by a commitment to excellence and a deep understanding of financial systems, serving businesses with revenues ranging from $150K to over $10M.
Shellee’s expertise encompasses a broad array of accounting functions, including the meticulous reconciliation of bank and credit card statements and the development and presentation of comprehensive financial reports—such as monthly budgets, profit and loss statements, and balance sheets.
In her role, Shellee excels in managing and reviewing financial documentation to ensure strict compliance with company policies and accounting standards. She is adept at implementing and overseeing various methods of accounting to ensure seamless financial operations.
Shellee is also responsible for overseeing accounts payable and receivable processes, safeguarding optimal cash flow for clients. Her thorough knowledge of state sales and use tax laws—spanning over ten states—ensures accurate and timely tax filings. As a key liaison between clients and state and federal agencies, Shellee facilitates efficient tax return submissions and resolves any related issues.
Beyond her financial acumen, Shellee has substantial experience in human resources management. She excels in hiring, training, and supervising both employees and independent contractors, and manages critical HR functions such as healthcare, dental, and HSA account administration, along with payroll processing and reporting.
Shellee’s dedication to addressing client concerns with vendors, government agencies, and customers, combined with her expertise in maintaining operational hardware and software systems, underscores her commitment to exceptional financial management and client service. Her leadership and expertise are pivotal in driving the ongoing success of Avenues Financial and delivering outstanding results for its diverse clientele.
Cody Jensen, Co-Founder & CMO
Cody Jensen is the Co-founder and Chief Marketing Officer at Avenues Financial, bringing 18 years of extensive marketing expertise to the executive team. Known for his innovative thinking and strategic leadership, Cody drives the company’s marketing efforts, elevating brand presence and fostering growth. His mastery of digital marketing, brand strategy, and client engagement is anchored in a data-driven approach that consistently delivers measurable results.
Throughout his career, Cody has led successful marketing initiatives across diverse sectors, including financial services, technology, and consumer goods. His ability to navigate complex market dynamics and implement innovative marketing solutions has consistently resulted in increased brand recognition, enhanced engagement, and substantial revenue growth. His strategic acumen is complemented by a deep understanding of market trends and consumer behavior, enabling him to craft compelling marketing campaigns that resonate with target audiences and drive business objectives.
His leadership has been pivotal in crafting and executing high-impact campaigns that have significantly boosted both brand recognition and profitability for every organization he has worked with.
James Stevens, Accounting Manager
James Stevens is an Accounting Manager with a wealth of experience in financial oversight, strategic planning, and team leadership. With over a decade of experience in managing accounting functions for organizations of varying sizes, James has earned a reputation for delivering exceptional financial management and ensuring the integrity of financial reporting.
James is adept at overseeing the preparation of financial statements, managing budgeting and forecasting processes, and ensuring compliance with both internal controls and regulatory requirements. His strong analytical skills, combined with a keen attention to detail, allow him to identify opportunities for cost savings and process improvements. He excels at creating and implementing streamlined accounting processes that enhance operational efficiency while maintaining financial accuracy and transparency.
As a skilled leader, James has a proven track record of mentoring and developing accounting teams, fostering a collaborative environment that drives performance and accountability. His approach to management is grounded in open communication, hands-on problem solving, and a commitment to the continuous professional development of his team members.
James’ understanding of modern accounting software and technologies, which he leverages to enhance reporting capabilities, streamline audits, and provide clear financial insights to senior leadership. His ability to bridge the gap between accounting operations and business strategy makes him a key player in driving organizational success.
In addition to his technical expertise, James is dedicated to maintaining high ethical standards in all aspects of his work. His commitment to transparency and financial integrity has earned him the trust of colleagues and clients alike. When not managing financial operations, James stays active in the accounting community, keeping current with industry trends and best practices to ensure he brings the most effective strategies to his role.
Darren Chase, Senior Accountant
Darren Chase is a highly skilled Senior Accountant with extensive experience in financial reporting, analysis, and compliance. Over the course of his career, Darren has been known for his precision, strong analytical abilities, and commitment to maintaining the highest standards of accuracy and integrity in accounting practices.
Darren’s expertise spans a broad range of accounting functions, including preparing and analyzing financial statements, overseeing general ledger reconciliations, managing month-end and year-end closing processes, and ensuring compliance with accounting regulations and corporate policies. His deep understanding of GAAP (Generally Accepted Accounting Principles) allows him to navigate complex financial challenges with ease, making him a critical resource for both leadership and cross-functional teams.
In his role as a Senior Accountant, Darren consistently provides insightful financial analysis that supports key decision-making processes. He has a keen eye for identifying trends, improving financial controls, and streamlining accounting operations, which has led to significant efficiency gains and cost savings for the organizations he’s served. Darren’s proficiency in accounting software and modern financial tools enables him to optimize workflows and deliver timely, accurate financial data that drives informed business strategies.
Darren is also recognized for his strong communication skills and collaborative approach. He works closely with auditors, tax professionals, and clients to ensure smooth and compliant financial operations. His ability to explain complex financial information in a clear and concise manner has made him a valuable partner to stakeholders at all levels.
Emily Black, Bookkeeper
Emily Black is a highly skilled and dedicated bookkeeper with a strong background in financial management. As a certified QuickBooks ProAdvisor and Certified Bookkeeper, she combines deep expertise with a practical understanding of the unique needs businesses face when it comes to maintaining accurate and organized financial records. With years of experience working across various industries, Emily has developed a reputation for delivering exceptional service, whether she’s overseeing day-to-day bookkeeping operations, preparing detailed financial reports, or ensuring full compliance with regulatory requirements.
Her proficiency in QuickBooks enables her to help clients optimize their accounting processes, from setup and troubleshooting to customizing reports that provide clear insights into financial health. Emily’s approach to bookkeeping goes beyond basic data entry. She is passionate about offering solutions that not only simplify financial management but also drive business growth. Her expertise in expense tracking, payroll, and tax preparation allows businesses to focus on what they do best, confident that their finances are in trusted hands. Emily consistently provides reliable and accurate bookkeeping services.
Nicole Jensen, CPA
Nicole Jensen is a distinguished financial leader and one of the founding members of Avenues Financial. As the Chief Financial Officer, she brings a wealth of experience and expertise in financial management, accounting, and strategic consulting.
Nicole began her career as an internal auditor with a focus on supply chain logistics, where she honed her skills in preparing monthly financial statements, reconciling balance sheet accounts, and managing the reporting of over 10,000 assets. Her role also involved pivotal contributions to two acquisitions, a $3.5 billion merger, and the divestiture of a business segment.
Transitioning to a financial consulting firm, Nicole expanded her expertise by working on multiple initial public offerings (IPOs), aiding large corporations in the cleanup of their financial statements, and ensuring compliance with SOX 404 regulations. This role solidified her reputation as a knowledgeable and versatile financial advisor.
At Avenues Financial, Nicole leverages her broad accounting background to consult with both business and individual clients. Her comprehensive experience equips her to provide insightful and actionable advice in areas such as internal accounting, periodic reporting, forecasting, budgeting, and cash flow management.
Nicole holds a Master of Science Degree in Accounting with an Audit Specialization and a Bachelor of Science Degree in Accounting, both from the University of Utah. She is a Certified Public Accountant (CPA) in Utah and actively participates in the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
Nicole’s dedication and expertise make her an invaluable asset to Avenues Financial and a trusted advisor to her clients.
See What Our Clients Say About Avenues Financial
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Kitty Medina
Nicole and Avenues Financial team was amazing to work with! They cleaned up my Quickbooks quickly and worked within my budget. They were clear about each step and have helped me understand my books better. Finally my Quickbooks are organized and I feel ready for filing Taxes for next year. I can’t thank you enough!
Our Clients
3 Things That Make Us Different
Most business owners don’t fully comprehend the financial issues in their business. Maybe some do, but a lot simply don’t have the knowledge to identify where they’re throwing away money or missing out on easy fixes. We understand that.
FinancialPlanning
When you become our client, we become focused on your success. Our team creates business growth services specially designed to deliver optimized results for your business. And as your business evolves and expands, we take the time to sit down and discuss alternatives that will make it stronger in the future.
Transparent Contracts
Our accounting packages are customizable to fit the needs and budgets of business owners and we offer up front - fixed monthly pricing for all of our services. We want all our clients to have a clear understanding of what they’re getting and what they’re paying. No one likes surprises when the invoice arrives.
Valued Relationships
Most firms are ready to bill you on time but are missing in action when you have a financial question - not us. At Avenues Financial, we truly enjoy working with our clients & have a passion for delivering great customer service. We want to understand your issues, your questions, and your hurdles to proactively find a solution that fits your needs.
Our Locations
Our CPAs serve businesses nationwide, delivering expert financial guidance and services wherever you are. From coast to coast, Avenues Financial is committed to driving your success.
