Catch the money that leaks between quoting the work, completing the job, invoicing the customer, and collecting the cash. We’ll show you where profit is being lost and what to fix next.
200+ Owners Supported
We keep your financial information organized, current, and useful, and stay familiar with the systems and day-to-day activity behind the numbers.
Learn more →We help you understand what’s changing, where profit or cash is getting squeezed, and what you can do about it, so you don’t have to figure it out alone.
Learn more →Before you borrow, hire another crew, buy equipment, change pricing, or expand, we run your numbers to understand what the business can responsibly support.
Learn more →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.
We’re built for growing, owner-led field service businesses where more people, more jobs, and more clients make it harder to tell whether growth is actually turning into profit.
See who we work with →If your finances are simple, you’re comfortable managing them yourself, and you mainly need someone to keep the books clean, you probably don’t need Avanza yet.
Book 15 Minute CallYou want to add another crew but aren’t sure you’re ready
You’re making bigger decisions on instinct
You’re not sure which jobs are driving profit
Your bookkeeper sends reports but you’re not sure what to do with them
You know what happened last month but not what the next few months look like
We learn how you make money, what you’re trying to improve, and how work moves through the business. We get into the books and the systems behind them, make sure the numbers are reliable, and identify the biggest opportunities to focus on.
We focus on the issues that matter most, make the necessary improvements, and start working the changes through the business. By the end of 90 days, you should be able to see where Avanza is creating measurable value.
From there, we keep the financial system running, watch performance, track your goals, and help with decisions as they come up. The level of support can grow or shrink as the business changes.
Starting at $599/month
Your monthly price depends on the complexity of the business, the financial systems we’re responsible for, and how closely you want us involved.
Scoped and priced upfront
If the books or financial systems need cleanup, restructuring, or new reporting, we scope and price that work before we begin.
Joaquin grew up around family-run trade businesses, studied finance at UC Berkeley, and spent much of his career working with early-stage companies on finance, fundraising, and growth. He started Avanza to bring that same hands-on approach to the service businesses he grew up around.
Meet Avanza →No. We keep your financials organized and work with your CPA or tax strategist so they have reliable information to work from.
Yes. If the books are reliable enough to manage from, we can work with your existing bookkeeper rather than replacing them.
No. If your financial setup needs work, we’ll figure out what needs to be fixed or set up before ongoing management begins.
More at the beginning while we learn the business and get access to the information we need. After that, we handle the ongoing work and only pull you in when we need clarification, context, or a decision. The better your systems and information are, the less time we typically need from you each month.
Tell us a little about the business, what has changed, and what you want to do next. We’ll figure out what you need and whether we’re the right fit.