Client:

A promotional product, custom merchandise, branding, and design agency 

Issues: 
–For several years, this executive had been wearing all the hats: overseeing accounts receivable, accounts payable, everything finance-related.

–Wanted to refocus time and energy toward client strategy and production.

–Switched enterprise resource planning (ERP) software systems to an advertising specialty industry-specific solution and sought to align the new ESP software system with QuickBooks online without knowing what an undertaking it would be.

“It got to be way more than I could handle on my own.” 

–Brett N.

How we helped:

–Deployed an AVL team and custom-developed a solution to address the client's needs and budget constraints 

–Now accurately tracking multiple revenue streams across integrated software systems and regularly providing financials from which the founder can confidently work.

– Built a financial plan that would allow him to focus on the work he loves.

“I was still doing a lot of the day-to-day accounting by my choice, and when this opportunity for a trip to Africa arose, I knew I needed extra help with nuts and bolts. They were very flexible and added the support I needed.”

Results:

–The company ran on all cylinders while he took an extended trip to Africa for climbing Kilimanjaro, safari, and gorilla trekking.

–AVL continued backup support with good cross coverage in place to safeguard the company day-to-day.

–Saved the company money while outfitting them with C-suite-level business finance guidance.

“We pay AVL less than it would cost me to have a single full-time employee to do all they are doing for us.We are in that in-between phase of growth where AVL really fills the gap. The peace of mind is immeasurable.”

Reclaim your peace of mind.