Bookkeeping Services
Comprehensive bookkeeping services to help your business stay organized and compliant, no matter the size or industry.
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Need Help With Cleaning Up Your Historical Bookkeeping?
That’s normal -- We’ve got you covered!
We connect you with skilled bookkeepers to bring your records up to date. Our team can assist you in catching up, whether you’re closing your business, filing for bankruptcy, or setting up a payment plan with the IRS.
How Bookkeeping Services Work at Avenues Financial
Discovery
We start with a thorough review of your business to understand your financial needs and goals. During this stage, we assess the current state of your books and identify areas of improvement.
Account Info & Access
Once we have an understanding of your needs, we securely access your financial accounts and gather all necessary documentation. Our team ensures your data is protected at all times.
Recording Transactions
We accurately record all your transactions, ensuring your financial records are up-to-date and compliant. Our system tracks income, expenses, and any other relevant financial activities.
Ledger Posting and Balancing
We post all transactions to your general ledger and balance your accounts. Our goal is to ensure every penny is accounted for, providing you with accurate financial data.
Trial Balance and Adjustments
We prepare a trial balance to review the accuracy of your financial records. If any discrepancies are found, we make the necessary adjustments to correct them.
Financial Statements Preparation
Once your books are balanced, we prepare your financial statements, including your income statement, balance sheet, and cash flow statement. These documents provide a clear picture of your business’s financial health.
Closing the Books
At the end of each financial period, we close your books, ensuring that all transactions are recorded and that your financial statements are ready for reporting. This sets you up for tax season and financial planning.
Review and Analysis
We don’t just close your books and walk away. Our team provides a detailed review and analysis of your financials, offering insights and recommendations to improve your business performance.
Start Your Journey to Better Finances
Partner with Avenues Financial to streamline your bookkeeping and gain a clearer view of your business’s financial health. We offer personalized support, expert advice, and reliable financial services tailored to your needs.
What You Can Get with Avenues Financial’s Bookkeeping Services
With our online bookkeeping services, you gain access to expert financial management without the overhead of hiring in-house. We provide ongoing support to help you maintain accurate records, ensure compliance, and give you the freedom to focus on growing your business.
Strategic Advisory
Mergers and Acquisition Strategy
Financial Analysis
Interface with Financial Institutions
Financial and Risk Strategy
Capital Investment
Interpreting Management Reports
Product Pricing
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.
Financial Planning
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
We proudly serve clients across all 50 states, with team members ready to assist you from coast to coast. Wherever you are, our financial experts are just a call away to help you achieve your financial goals.