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How It Works Pricing Who We Are
Who We Serve
Home & Property Services Specialty Trades Mobile Services Commercial & Route Services View all business types →
What We Do
All services Ongoing Management ↳ Accounting Financial Decisions Setup & Improvement
Book 15 Minute Call

Start with the problem. Understand the whole business.

Every Avanza relationship starts with a focused 90-day engagement.

We learn how the business makes money, understand the financial systems behind it, and focus first on the problems or decisions that matter most.

We follow the money from quote to profit.

A field-service business can lose money at every step between winning the work and collecting the cash.

  1. Quote
  2. Work
  3. Invoice
  4. Cash
  5. Profit

The first 90 days

  1. Month 1

    Understand the business

    We learn how you make money, what you are trying to improve, and how work moves through the company.

    We get into the books and the systems behind them, make sure the information is reliable enough to work from, and identify the biggest financial opportunities or problems worth focusing on first.

  2. Months 2–3

    Turn the numbers into action

    Once we understand what is happening, we focus on the issues that matter most.

    That might mean improving pricing, tightening job costing, understanding labor performance, fixing collections, protecting cash, or working through an important financial decision.

    We focus on the changes that should make the biggest difference first.

  3. Month 4+

    Keep what is useful

    From there, we keep the financial system running where needed, monitor performance, track your goals, and stay close enough to the business that when something changes, you already have someone who knows the context.

    The level of support can grow or shrink as the business changes.

Explore Ongoing Financial Management

Our 90-Day Value Guarantee

We win if you win

Within your first 90 days, we’ll identify and quantify opportunities to improve profit, reduce unnecessary costs, protect cash, or make a better financial decision.

If we can’t show enough measurable value to justify our fee, we’ll refund your first month.

Bring us the problem you are dealing with now.

You do not need a perfect financial system before calling us. Tell us what has changed, where you feel stuck, or what decision is coming up. We’ll start there and figure out what the business actually needs.

Explore our services